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Best financial advisors in Trinity, TX

Registered advisers within 25 miles of Trinity, TX.

Offices
14
Firms
8
Combined AUM
$1.23T
Firm-wide filings, not assets booked only here
Clients
112K
112,208 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPERA FINANCIAL SERVICES, INC.
HOWARD CAPITAL MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERITAS ADVISORY SERVICES, LLC

Investors

TYLER REED YOUNG
CHRISTOPHER LYNN DAVIS
Kevin Wayne Edney
Katrina N Fritsch
DIANA K BARNES
Zachary Christian Pulling
Wilson Bryan Winn
GUSTAVO HERNANDEZ
Bailey Wakefield
Kourtney Scott
Manuel Alejandro Nava-Diaz
JOSEPH LEWIS MONTELEONE
Kenneth James Holland
BRYAN MICHAEL MASTEN
BRIAN BENNETT SMITH
Riley Wayne Smith
CHESTER DAHL HANSEN
TREVOR ALLEN MCCARLEY
Don Louis Evans

Within 25 miles of Trinity, TX, Best Investors lists 8 registered investment advisory firms with 14 offices nearby, managing about $1.23T in combined regulatory AUM across 112,208 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 Trinity

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 4 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM 7 HOWARD CAPITAL MANAGEMENT, LLC 24 advisers $8.01B AUM 8 MUTUAL OF OMAHA INVESTOR SERVICES, INC. 6,880 clients · 293 advisers $32.0M AUM