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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

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HFG WEALTH MANAGEMENT, LLC
BELLATORE FINANCIAL, INC.
COOKSEN WEALTH, LLC
HODOS WEALTH GROUP, LLC
TRAJAN WEALTH, L.L.C.
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
B. RILEY WEALTH ADVISORS, INC.
CWM, LLC
EDELMAN FINANCIAL ENGINES

Investors

KELLY LYNN BABINEAUX
MELISSA R GREER
JAMES PAUL LEBOUEF
JARED B POULLARD
JOHN DOMINIC WRIGHT
JOHNERIC BANNON
ERICA GREENE
LOUIS JOHN DAVENIO
Matthew Thomas Harvey
LARRY ARLEN HARVEY
JACOB N. GUINN
Kevin Gregory Bruce
Scott Clifton Francis
Kathryn Louise Bates
Nicholas Adam Stevens
HENRY JOHN PIZZUTELLO
BRYAN GILBERT KELLY
LINDSEY MAYNARD COOKSEN
PETER M REILLY
Donald George Maynard
MICHAEL LAWRENCE MULLOY
DAVID NYLE BRADY
JASON MARK PETERSON
DANE MICHAEL WEBB
Madison Tough Maggard
CHRISTOPHER PAUL GARCIA
David Skilton
Reed Walker Chumley
MARK LEE NIXON
NATHAN DOUGLAS BELL
HAROLD JOHN LESAGE
JEANETTE MARIE MATTIZA
MIGUEL PABLO VELAZQUEZ
Laura Susan Carreras
Logan T Mulloy
PAULA MARIE LUNDY
Peter MICHAEL Cymbala
JoAnna Lynn Prince
Matthew Ryan Cudd
ALAN EDWARD SKIDMORE
BICH VAN THI NGO
ELEC Glenn PRESNELL
Donato P Martone
HARRY BRADFORD ALLCOTT
KENNETH R MCINTOSH
MARK A THORNBERRY
Jamie Dillon
Paul William Keehn
ALEX CHRISTOPHER VAZQUEZ
Carter D Sherman
Amanda Hatfield
Tyler J Griffin
TULIN HARVEY
Tanner Kelly Warner
Connor David Pittman
Ligia Maria Aguilar Bueso
JAMES P O'CONNOR
BRIAN JOSEPH BENANDI
Melissa Anne Jacobsen
ANIBAL MIATELLO
TAYLOR ALLCOTT
Amlan Sahoo
GLENN FRANK PRESNELL
Joshua John Vessell
ANDREW JORDAN SIMMS
CHRISTINE BRANDEWIE
Renee Weston
KURT CARLSON SCHWENKEL
ALVIN ANIL MURGAI
ANTHONY CHARLES COMER
THERESA M. PRINTY
ROBERT L VAUGHAN
NICOLE LYNN BLASCHKE
JOSEPH PAUL ZURFLEY
ZACHARY Christian HEARD
RICHARD THOMAS EBERT
PHILIP JAMES SCHNEIDER
Clinton Lee Roberts
CASEY THOMAS SCHURWON
Joshua Tyler Heard
Logan Lopez
LORRAINE ALLEMAND
JEFFREY BURNELL HEARD
APRIL SULLIVAN
SHELLEY TREADWAY WATERS
LESLIE J FITZGERALD
MARY RACHAEL ROGERS
KELSEY Marshall SHIVE
TIMOTHY MARK HARRISON
KASEY MARIE MAYNE
MICHAEL ANTHONY BRCIC
PHILLIP JUDSON KENNEMER
JAMES ALLEN TOLBERT
WILLIAM ROGER RASSMAN
ROBERT THOMAS FENNO
MARK BRIAN DIGIOVANNI
CHANCE KENNETH VOGEL
SANDRA MARIA BLOEM-CURTIS

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