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Best financial advisors in West Lake Hills, TX

Registered advisers within 25 miles of West Lake Hills, TX.

Offices
981
Firms
567
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,929 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

TEMPLETON MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OPEN SOURCE INVESTMENT MANAGER, LLC
GRAY PINE ASSET MANAGEMENT LP
WELLS FARGO CLEARING SERVICES, LLC
AVIDIAN WEALTH SOLUTIONS
MONIES WEALTH LLC
EDWARD JONES
II TECHNOLOGY, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
AUSTIN NATIONAL FINANCIAL SERVICES
PNC WEALTH MANAGEMENT LLC

Investors

CHERYL LYNN LEE
SHELLEY DON HATLEY
JEANNE ANN UNDERWOOD
DAWNA ELAYNE CARR-FRENKEL
FERNANDO JESUS LANDEO
WILLIAM MORGAN STONE
GULSEREN MUTLU
William Todd Jarvis
Isabella Ray Hambleton
MARK EDWARD ABRAHAM
Cameron Horton
AARON TAYLOR GREEN
MARK EDWARD DELANEY
Nicholas Scott Vorauer
CHRISTOPHER BAXTER JONES
Michael B Irvin
Ethan Vincent Gilbert
KAREN RICHARDSON CAMPBELL
NATALIA ALISHIA NAYLOR
MANDY COLLEEN SAVAGE
MAYLENE DAWN POULSEN
WILLIAM DANIEL YOUNG
JORDON W JELLISON
ANDREW TIMOTHY MASON
THOMAS DOYLE THIGPEN
JACOB R DELAMATER

Within 25 miles of West Lake Hills, TX, Best Investors lists 567 registered investment advisory firms with 981 offices nearby, managing about $19.2T in combined regulatory AUM across 3,203,929 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 West Lake Hills

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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