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Best financial advisors in Tarleton State Univ, TX

Registered advisers within 25 miles of Tarleton State Univ, TX.

Offices
8
Firms
7
Combined AUM
$1.61T
Firm-wide filings, not assets booked only here
Clients
103K
103,369 clients when Item 5C has a number
Avg / client
$15.6M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
ADVISOR RESOURCE COUNCIL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
SOUTHWESTERN ADVISORY GROUP LLC

Investors

DAVID HAROLD KINCANNON
CALEB V. ALLEN
Stephen R Fambrough
DOUGLAS KYLE MCLEMORE
SPENCER THOMAS SLIGH
JENNIFER LYN WILLIAMS
STEVEN RAY WILLIAMS
Savanna Hankins
JAMES AARON SULLIVAN
COLE GILLIAM PARKS

Within 25 miles of Tarleton State Univ, TX, Best Investors lists 7 registered investment advisory firms with 8 offices nearby, managing about $1.61T in combined regulatory AUM across 103,369 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 Tarleton State Univ

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 CWM, LLC 248 clients · 642 advisers $50.6B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 ADVISOR RESOURCE COUNCIL 13 clients · 82 advisers $3.49B AUM 7 SOUTHWESTERN ADVISORY GROUP LLC 1 advisers $39.4M AUM