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Best financial advisors in Van, TX

Registered advisers within 25 miles of Van, TX.

Offices
33
Firms
16
Combined AUM
$3.77T
Firm-wide filings, not assets booked only here
Clients
1.85M
1,845,885 clients when Item 5C has a number
Avg / client
$2.04M
Combined AUM ÷ clients

Nearby offices

Firms

DEAN WEALTH MANAGEMENT, LLC
EDWARD JONES
LPL FINANCIAL LLC
DOMINION PORTFOLIO MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
TDL MANAGING PARTNERS, LLC
MML INVESTORS SERVICES, LLC
SIMPLICITY WEALTH

Investors

JOE NMN WYLIE
BENJAMIN HERSCHEL DEAN
DAVID MICHAEL BREEDLOVE
Jurgen Daniel Simons
William Jonathan Helvey
Cloise Benjamin Hendley
LAUREN HESTER JASON
Jessica Flores
Donald Regan Brandon
Amy Donielle Castleberry
Jason Loren Ray
Troy N Turner
BRIAN MATTHEW SIVERTSEN
TINA RENEE SIVERTSEN
ALLISON TAYLOR
MICHELLE LYNN ALSTAT
RENAE Q JOHNSON
Marion Chester Walters
Martina Stanley
BRIAN DAVID COVENTRY
Gregory Raymond Mills
Tony LeGrow
Lauren Raymond Woods
MAX STEWART
Andres De Jesus Ledesma
Jeremy Dean Ables
DWIGHT JAY OLIVER
ANDREW SCOTT FOCHT

Within 25 miles of Van, TX, Best Investors lists 16 registered investment advisory firms with 33 offices nearby, managing about $3.77T in combined regulatory AUM across 1,845,885 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 Van

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM