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Best financial advisors in Tiki Island, TX

Registered advisers within 25 miles of Tiki Island, TX.

Offices
126
Firms
44
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,804,518 clients when Item 5C has a number
Avg / client
$4.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
TREMONT STREET ADVISORS, LLC
RIDGEBACK FINANCIAL LLC
DURABLE DIVIDEND GROWTH STRATEGIES, L.P.

Investors

Lorilyn Wynn
GABRIEL N. GULOTTA
Joshua W Nuss
John Francis Mee
Randall Henry Klibert
Travis Michael Magliolo
Anthony M Benzaia
MARY ROSE BOUL
RODNEY D. NELSON
COREY MARCUS YARBOROUGH
TAMARA JOYCE BATTEN
JON REECE THOMPSON
CYNTHIA GAYLE BARNETT
Matthew Legg
Roy Salas
SCOTT MONTGOMERY SHEA
Blake K McCormack
Ethan Sonnier
Lauren Houghton
Evelia Martinez
Keith Raney
JOHNNY RAY WHITE
CHRISTOPHER J PETERS
ROBERT MILES CHALLENGER
WILLIAM CRANE ANSELL
THOMAS MARK RUSH
Bri'Ana Ariel Savage
Clayton Albert Curley
Sabrinea Renee Nix
LANE MICHAEL BEASLEY
Richard Lynn Sparks
Alexander Fleming
ANTHONY GEORGE MAKRANSKY
SHARON MARIE MEDINA

Within 25 miles of Tiki Island, TX, Best Investors lists 44 registered investment advisory firms with 126 offices nearby, managing about $11.4T in combined regulatory AUM across 2,804,518 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 Tiki Island

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM