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Best financial advisors in The Woodlands, TX

Registered advisers within 25 miles of The Woodlands, TX.

Offices
506
Firms
199
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
2.99M
2,994,687 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

OAKSTREET WEALTH MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
TITLEIST ASSET MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

LINDSEY AMANDA BLACK
Luke Daniel Smith
Brian Christopher Bohr
Michael Liberto
Peggy A Bowers
ROGER ALAN WALKER
Isaac Lee Noble
William Rufus Gervasi
ROLAND ANTHONY LEWIS
Kathryn A Frank
David Benjamin Frank
NEALSON WAYNE ADAMSON
BARRY WAYNE TATE
GREGORY EDWARD CATER
Mark James Mckenzie
Scott Riley McKenzie
James Christopher McKenzie
CHARLES KENT MCGILL
Jacqueline M Dewese
Jonathan Taylor Parr
GREGORY EDWARD CATER
Camden Grey Elliott
Brian C Hartley
Megan M Horton
Pamela Jean Tipton

Within 25 miles of The Woodlands, TX, Best Investors lists 199 registered investment advisory firms with 506 offices nearby, managing about $17.9T in combined regulatory AUM across 2,994,687 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 The Woodlands

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T 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