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Best financial advisors in Troup, TX

Registered advisers within 25 miles of Troup, TX.

Offices
114
Firms
45
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,609,338 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
MATT MONTGOMERY
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
JONATHAN P.LUNDMARK, CPA,CFP
CZURAK WEALTH MANAGEMENT, LLC
ADVISORY SERVICES NETWORK
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
ON INVESTMENT MANAGEMENT CO

Investors

HEATHER BLAYLOCK BATES
Benjamin Michael Phillips
Drew Gregory Evans
Corey Allen Coleman
Noah Brown
MATT MONTGOMERY
Jake Waldrop
Jimmy Brian Holcomb
Amy Nicole Pate
Andrew Mackenzie Swink
Kourtney DeeAnn Childress
RICHARD LEE STONE
GREGORY SHAWN WADE
JOHN JEREMY HARMEL
SHERRIE LANE REYNOLDS
GORDON TRACY LANGE
Eric Anthony Endres
STEVEN JAN CZURAK
JARED LUKE TIMS
AUSTIN PATRICK DENT
THOMAS MALCOLM DAVIS
JOHN STEPHEN HARDY
MARVIN HENRY DENNARD

Within 25 miles of Troup, TX, Best Investors lists 45 registered investment advisory firms with 114 offices nearby, managing about $10.6T in combined regulatory AUM across 1,609,338 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 Troup

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM