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Best financial advisors in Victoria, TX

Registered advisers within 25 miles of Victoria, TX.

Offices
53
Firms
22
Combined AUM
$4.91T
Firm-wide filings, not assets booked only here
Clients
549K
548,562 clients when Item 5C has a number
Avg / client
$8.94M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
BAUCOM WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SATHER FINANCIAL GROUP, INC.
KELLER WEALTH ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

ILENE B. GOHMERT
JOHN TYLER WOFFORD
JOSEPH DALE HERMES
JASON SCOTT HENRY
JAMES RUPERT HENRY
George Charles Wartsbaugh
Crystal Martinez
Adam Heath Baucom
KRISTEN MARIE NEWMAN
PAMELA JAMES
AARON RALSTON
ERIC HEIDRICH
JOHN HANDLEY
WARREN ALBEN UDD
Dylan David Swanson
JONATHAN MICHEAL ZAHRADKA
Joseph Olive
Caleb R Bronnenberg
DAVID SCOTT SATHER
TAMMY CAROL KIMBROUGH
Evan Phillip Martinez
THOMAS LANE KELLER
KYLE WESLEY NOACK
DAVID BENJAMIN FASKAS
Beth Marie Koonce
Christopher William Laughhunn
Sarah Diebel Nix
HANNAH KATHERINE GOHMERT
Kelly Villafranca
JASON JOHN MIKESKA
VERNON RANDALL HALL
CONNER RICHARD HOLM
PAUL BRENDAN HOLM
Christopher R Janecek
Matthew Taylor Keener
James Michael Baker
Robert Lee Steed
Caleb L Steed
PATRICIA ANN PACHTA
ROBERT EARL MABE
Karly Rae Hoerig
MICHAEL EUGENE WENSKE
David Wayne McElroy
Chris Anthony Bludau
Tal Elliott
Amy L Farnum
Jacobie Tisdale

Within 25 miles of Victoria, TX, Best Investors lists 22 registered investment advisory firms with 53 offices nearby, managing about $4.91T in combined regulatory AUM across 548,562 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 Victoria

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM