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Best financial advisors in Temple, TX

Registered advisers within 25 miles of Temple, TX.

Offices
55
Firms
26
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
1.35M
1,346,532 clients when Item 5C has a number
Avg / client
$7.43M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CENTAURUS FINANCIAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE STRATEGIC FINANCIAL ALLIANCE, INC.
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
JOURNEY ADVISORY GROUP, LLC

Investors

MELODY ANGEL WALLACE
BARBARA MARIE CARDINAL-SORGE
STACY DENISE WOLBRUECK
JOHN CRAIG CONNOLLY
HUGH DUNHAM SHINE
Jeffrey Bruce Coffman
Douglas Martin Weisbruch
Shannon E. Young
MELINDA ANN BULLS
Julian Rebucas Tahimik
Amanda Cruz
Donna Mikulas Heatherley Martin
Cody Dan Fenoglio
Daryl Dee Riegel
Joshua D Sadler
MICHAEL ANDREW MONTGOMERY
Alexander Michael Fry
Lauren Taylor
CHAD Steven HOLDER
WILLIAM MARCUS HENN
WILLIAM ROBERT WOUGHTER
STEPHEN ASH
JOHN LOGAN ASH
MARK STEPHEN MCINTYRE
ARTHUR NEAL MCBURNETT
DARRELL EDWARD GLASER
Trevor Allen Glaser
JOHN ROBERT FARWELL
Thomas Ray Howell
Donny Wilson Hyden
Natalie Rizvi Allman
Kennedi Fettig
Deanna Lynn Willson
John Robert Holmes
Christine Eastham Kianes
Jacob Stefan Smith
KATHRYN C MCNEELY
Johnathan Howard Taylor

Within 25 miles of Temple, TX, Best Investors lists 26 registered investment advisory firms with 55 offices nearby, managing about $10.0T in combined regulatory AUM across 1,346,532 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 Temple

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM