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Best financial advisors in Tarrytown, TX

Registered advisers within 25 miles of Tarrytown, TX.

Offices
983
Firms
566
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,929 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

EC MANAGEMENT SERVICES, LLC
BOON INVESTMENT GROUP, INC.
PRECISION FIDUCIARY PARTNERS, LLC
YACKTMAN ASSET MANAGEMENT LP
ARK WEALTH MANAGEMENT
KINTRA WEALTH, LLC
PLANNING WORKS ADVISORY, INC.
EAGLE STRATEGIES LLC
FIRST COMMAND ADVISORY SERVICES
UNIFIMONEY RIA
EDWARD JONES
VALIC FINANCIAL ADVISORS, INC.
CAVNER SOCIAL ENTERPRISES, LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
TEMPLETON MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OAKWELL PRIVATE WEALTH MANAGEMENT
SAMCO PROPRIETARY TRADING, INC.

Investors

ERIK HORD LITTLE
Dominique Demetrius Washington
Dominic Sanderson
Michael Joseph Schaeffer
TODD AARON KADING
Alexis Juliana Miller
Ethan Naumann Blanchard
Christopher James Manor
RUSSELL GORDON WILKINS
STEPHEN ANDREW YACKTMAN
JASON SCOTT SUBOTKY
DONALD ARTHUR YACKTMAN
Jonathan Joseph Billiot
John Michael Courville
DANIEL ENRIQUE TAPIA
MICKEY SHAWN BRYAN
RENEE CATHERINE HARVEY
MIKIEL RAY FEATHERSTON
TIMOTHY CORDELL SITTLER
Jack Alexander Switzer
MATTHEW RAUL WILLIAMS
Brian Anthony Blas Pablo
Justin Lamar Ross
George Soulayrac
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
JAMES DENNIS CAVNER
THOMAS DOYLE THIGPEN
JACOB R DELAMATER
Jack Blanchard Gindler
Otto Samuel Gindler
CHERYL LYNN LEE
SHELLEY DON HATLEY
JEANNE ANN UNDERWOOD
DAWNA ELAYNE CARR-FRENKEL
ERIC ARTHUR VORDENBAUM
DAVID ANDREW LINDLEY
Patrick Garrett Deist
Thomas J Panagiotou
Anthony Jamone Taylor
DANIEL ARTHUR MICHEL
Reagan LeAnn Helfand
Jacob Taylor Yaklin
JOSEPH REID MANNES

Within 25 miles of Tarrytown, TX, Best Investors lists 566 registered investment advisory firms with 983 offices nearby, managing about $19.2T in combined regulatory AUM across 3,203,929 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 Tarrytown

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