Best financial advisors in Taylor, TX

Registered advisers within 25 miles of Taylor, TX.

Offices

201

Firms

80

Combined AUM

$8.62T

Firm-wide filings, not assets booked only here

Clients

2.05M

2,050,477 clients when Item 5C has a number

Avg / client

$4.21M

Combined AUM ÷ clients

Nearby offices

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

104 W 4th St. Suite B
Taylor, TX 76574

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

104 W 4th St Suite B
Taylor, TX 76574

DOVETAIL WEALTH MANAGEMENT, LLC

301 NORTH MAIN STREET
TAYLOR, TX 76574

EDWARD JONES

104 E. 2nd Street
TAYLOR, TX 76574

EDWARD JONES

602 W 2nd Street
Taylor, TX 76574

EDWARD JONES

305 MAIN STREET
HUTTO, TX 78634-4317

CETERA INVESTMENT ADVISERS LLC

351 Exchange Blvd Suite 105
Hutto, TX 78634

10.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

351 Exchange Blvd Ste 210
Hutto, TX 78634

10.2 miles away

CETERA INVESTMENT ADVISERS LLC

500 HIGHWAY 79
HUTTO, TX 78634

10.2 miles away

EDWARD JONES

151 EXCHANGE BLVD SUITE 100
HUTTO, TX 78634

10.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

604 W HWY 79
HUTTO, TX 78634

10.4 miles away

EDWARD JONES

5002 Gattis School Rd 110
Hutto, TX 78634

12.8 miles away

J.P. MORGAN SECURITIES LLC

4900 Gattis School Road
Hutto, TX 78634

12.9 miles away

INKED INVESTMENTS

1205 RAINBOW PARKE DR
ROUND ROCK, TX 78665

13.8 miles away

LPL FINANCIAL LLC

2021 KELLY LN
PFLUGERVILLE, TX 78660

14.1 miles away

LPL FINANCIAL LLC

1620 RED BUD LANE, SUITE 207
ROUND ROCK, TX 78664

14.4 miles away

ISF ADVISORY, LLC

1750 RED BUD LANE
ROUND ROCK, TX 78664

14.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

1608 TOWN CENTER DR
PFLUGERVILLE, TX 78660

14.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

1608 Town Center Dr Ste 650
PFLUGERVILLE, TX 78660

14.8 miles away

MML INVESTORS SERVICES, LLC

3010 E Old Settlers Blvd
Round Rock, TX 78665

15.2 miles away

Firms

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

DOVETAIL WEALTH MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

INKED INVESTMENTS

LPL FINANCIAL LLC

ISF ADVISORY, LLC

MML INVESTORS SERVICES, LLC

Investors

Donovan Mark Gaudin

William Richard Britten

Michael Anthony DeRosa

LOUIS ROY HUGHES

Christopher James Carruthers

Jessica Catherine Humphreys

Mark Alan Thompson

John David Kaspar

Jennifer Lynn Brown

Monica Dee Story

DENVER LEIGH CHILDS

Kacie Nichole Edmonds

Nicholas A Morton

ANGELA FAYE HONEY

Sarah Alexandra Chavarria

Jorge Alberto Cepeda

JEFFREY WILLIS DURKEE

Stephen C Homer

LOGAN SCOFIELD LEPE

CLINTON LESLIE POTTS

Jose P Avelar-Solis

DENNIS LYN SMITH

NOLAN JOHN WAHLBERG

JOSEPH W JEFFERS

Within 25 miles of Taylor, TX, Best Investors lists 80 registered investment advisory firms with 201 offices nearby, managing about $8.62T in combined regulatory AUM across 2,050,477 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 Taylor

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM