Best Investors Account Sign in

Best financial advisors in Tomball, TX

Registered advisers within 25 miles of Tomball, TX.

Offices
1,011
Firms
419
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
2.91M
2,913,280 clients when Item 5C has a number
Avg / client
$5.82M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SAGE CAPITAL ADVISORS, LLC
J. W. COLE ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1876 PARTNERS, LP
OSAIC WEALTH, INC.
CENTAURUS FINANCIAL, INC.
RISE CAPITAL GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

ALANNA CALEY BAILLIO
Stephen Louis Hohl
Carl Todd Carlile
DIANA MARIE BLAIR
Aaron Gregory Hoff
MICHAEL ALAN BRADFIELD
JONATHAN EDWARD BORN
GAGAN SINGH
CHARLES KEVIN BANKERD
Michael Olivier Fletcher
INDIRA A URCUYO
Lakia Taylor
STEPHEN RAY FOSTER
TYLER PORTER
MATTHEW RYAN ZETTEL
DANIEL AYALA
Frank Andrew McLane
Kristi Diane Thomas
Eva Marie Martinez Sparks
Jagger Reid Newton
PHILLIP J OWENS
Jeffery Demarcus Cheatham
Dustin Creager
BRIAN DAVID THOMPSON
RODRIGO MARTINEZ
KAY ALLISEN KELLEY

Within 25 miles of Tomball, TX, Best Investors lists 419 registered investment advisory firms with 1,011 offices nearby, managing about $17.0T in combined regulatory AUM across 2,913,280 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 Tomball

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM