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Best financial advisors in Ut Sw Medical Center, TX

Registered advisers within 25 miles of Ut Sw Medical Center, TX.

Offices
2,368
Firms
1,066
Combined AUM
$24.0T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,893,967 clients when Item 5C has a number
Avg / client
$571.9K
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LAKE WHILLANS CAPITAL PARTNERS LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
SAWYER INVESTMENT MANAGEMENT COMPANY
SOLTIS INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WEALTHSTAR ADVISORS, LLC
ONE XVI WEALTH
GORE RANGE CAPITAL LLC
HOOVER CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

DARIN MICHAEL MCCULLOUGH
JOSHUA BLAKE SMITH
RANCE LEE SWINFORD
Alexander Monroe
Camryn Brown
RYAN ALEXANDER SAWYER
GLENN WILLIAM KOEHL
JASON SCOTT RASMUSSEN
STEPHEN PATRICK DAULT
Luke Trahan
Melissa Carlisle
Elmer Ray Givens
JOHN BLASSINGAME
ALYSSA NICOLE BLASSINGAME
ROBERT WILLIAM LANDON
Paul Benjamin Phillips
JASON ALAN DALLMANN
SCOTT ALAN STOCKTON
JEFFREY ROBERT WOLF
ERIK LLOYD WYSE
HOWARD THE CHEN
MOUSUMI MUKHERJEE
RICHARD CHARLES STAINSBY
Scott Michael Boris
SEAN PAUL WEAVER
Travis Crowell
WILLIAM WOOLFOLK NELSON
Aaron Peck
James Walton Park
CYRIAC ABRAHAM
CALEB MERRILL STEPHENS
Peter Alexander Krewet
John Morris Weller
MARK DANIEL MILLER
Tamra Reneau Kesterson
Taryn L Kesterson

Within 25 miles of Ut Sw Medical Center, TX, Best Investors lists 1,066 registered investment advisory firms with 2,368 offices nearby, managing about $24.0T in combined regulatory AUM across 41,893,967 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 Ut Sw Medical Center

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM