Best Investors Account Sign in

Best financial advisors in Sunset Valley, TX

Registered advisers within 25 miles of Sunset Valley, TX.

Offices
962
Firms
565
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,661 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

UNITAS PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
CAVNER SOCIAL ENTERPRISES, LLC
DBA TEXAS HOUSING CONSERVANCY
CAYETANO DEVELOPMENT, LLC
ARK WEALTH MANAGEMENT
VALIC FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
PLANNING WORKS ADVISORY, INC.
EAGLE STRATEGIES LLC
FIRST COMMAND ADVISORY SERVICES
RIGHTEOUS FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AUSTIN NATIONAL FINANCIAL SERVICES

Investors

Tyson Slesnick
Evan Spielvogel
JESSICA LYNNE WALGENBACH
KRISTEN RILEY NIELSEN
Dilnawaz Bomi Gazdar
Amanda Ditzler Galassini
KELLI KURACHI
MAUREEN G UMANA BOONE
JAMES DENNIS CAVNER
Jonathan Joseph Billiot
RYAN MICHAEL KILEY
CASEY LANE SKRABANEK
KIMBERLY SHANNON WILDER
BENJAMIN CHRISTOPHER BLAKELOCK
BENJAMIN JOSEPH BOWMAN
D'onte Cole
Chad Michael Houchin
MICHAEL SCOTT BIEN
TOMAS MALDONADO ORTIZ
JAYSON W WAGNER
MICHAEL ALAN CARTER
MARK L SODERQUIST
GINA BAUMANN
DENIS RAFAEL TOTH
Chia You Tsai
CHRISTY JO SHELTON
CHRISTOPHER CARLETON WILBUR
RENEE CATHERINE HARVEY
MIKIEL RAY FEATHERSTON
TIMOTHY CORDELL SITTLER
Jack Alexander Switzer
MATTHEW RAUL WILLIAMS
Brian Anthony Blas Pablo
MARK ANDREW RUZICKA
CHERYL LYNN LEE
SHELLEY DON HATLEY
JEANNE ANN UNDERWOOD
DAWNA ELAYNE CARR-FRENKEL
CHRISTOPHER BAXTER JONES
Michael B Irvin

Within 25 miles of Sunset Valley, TX, Best Investors lists 565 registered investment advisory firms with 962 offices nearby, managing about $19.2T in combined regulatory AUM across 3,203,661 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Sunset Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM