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Best financial advisors in Valle De Oro, TX

Registered advisers within 25 miles of Valle De Oro, TX.

Offices
84
Firms
42
Combined AUM
$8.67T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,223,009 clients when Item 5C has a number
Avg / client
$7.09M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.
GWN SECURITIES INC.
KINGSVIEW WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
BLACK KNIGHT WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEO WEALTH, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MONEY METHODS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CWM, LLC
LPL FINANCIAL LLC

Investors

JOHN DAVID DAWSON
Jarrett Tate Jackson
Jamie Marie Smith
MICHAEL JOHN MILLER
SAMUEL SEAN SAIED
KENT DOUGLAS BOWEN
TREVIN DANE BOWEN
ASHBY D DAWSON
Shawn Joseph Haworth
KIRK HOWARD HAWORTH
Lance Enoch Purcell
RALANDA SUE HOLLAR
ROBERT ADAIR JUBA
BREEANN J ADAMS
GARY P MOORE
JASON KIRK VELKY
Jeffrey S Stewart
DEBBIE J SMITH
STEVEN SHERRILL COX
VELRICK OEIDA WILSON
JANA LATRELL MCCRARY
MARWAN TOUMA
PHILIP AMIR FILSOUF
LARRY DEAN LAUGHTER
HAYDEN PATRICK CAMPSEY
MARGALA REINBOLD
PAULA JUNE CORNELIUS
Meredith A Cobb
MERRITT RAY VAUGHN
JIMMY DARYL CURTIS
JAMES E BAKER
Jon Bradley Burnett
Daniel Ryan Houk
John Mark Goen
Sara Williams
Brenda Kay Davis
MATTHEW BRENT ADAMS
CHARLOTTE ANN ADAMS
JUSTIN WILLIAM ADAMS
DENA KAY RATTAN POOL
Gary Joseph Van Bakel
MICHAEL SHANE HALL
Texanna Stallwitz
James D Hughes
Taylor Roland Graves

Within 25 miles of Valle De Oro, TX, Best Investors lists 42 registered investment advisory firms with 84 offices nearby, managing about $8.67T in combined regulatory AUM across 1,223,009 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 Valle De Oro

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM