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Best financial advisors in Universal City, TX

Registered advisers within 25 miles of Universal City, TX.

Offices
496
Firms
201
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,693,995 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

GAMBOA CAPITAL MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
WEALTH WATCH ADVISORS, INC
CAPTRUST
FIRST COMMAND ADVISORY SERVICES
ENDURE RETIREMENT LLC
B365INVEST
EDWARD JONES
LPL FINANCIAL LLC
BROADWAY WEALTH SOLUTIONS
FROST INVESTMENT SERVICES

Investors

MARCO GAMBOA
Kami Lyn Vidor
REGINALD LLOYD REID
BERRY SHOTAH BURKHART
JUSTIN JOSEPH PAWL
Reid Arthur Martens
JOHN DUGGAN EADIE
JOHN GLENN KEETON
TREVOR CLARKE MANSOUR
DAVID RICHARD WALLACE
Julie K Turner
DAVID SUTHERLAND AKRIGHT
THOMAS HOWARD OLIPHINT
James Christopher Geddie
Brann Garrett Calvetti
Cindy Sue Crow
Wesley Alan Mlcak
LORETTA NASIS HEFFRON
JUAN CARLOS GARRIDO ZEVALLOS
John B Frahm
Robert Willis
Richard Torres
GEOVANNI H HOSANG
TAYLOR JAMES LIPSIT
FREDERICK MARK ELDRED
BRIAN WILLIAM MATTSON
ELWYN ANDREW GODSEY
MAUREEN KENTON GARCIA
REGINALD NEWSOME
CLARENCE WOOTEN
SCOTT CASH THOMPSON
AMY LYNN CALDERON
MICHAEL JOHN CONTI
MICHAEL WILLIAM MORGAN
Michael Matthew Morgan
RICHARD WAYNE SMITH
Toni-Ann L Dorsey
Jorge L Lopez
ERNESTO AGUILAR
Thomas Jordan Wright
GAYLE MARIE RODRIGUEZ
HARLEE CAROLINE HOLCOMB
Paul Anthony Figueroa
Christian Ray Escamilla
KHRISTENE ANN CANO
ROBIN JADE BADILLO
Nicole Ann Lopez
MICHAEL DENNIS LOUIS RYAN
ALFONSO CHARLES
MICHAEL SAUVE KOURY
KANDICE AMANDA SOTUYO

Within 25 miles of Universal City, TX, Best Investors lists 201 registered investment advisory firms with 496 offices nearby, managing about $13.4T in combined regulatory AUM across 2,693,995 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 Universal City

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 CAPTRUST 963 advisers $1.24T 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