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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SANCTUARY ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PEAK ROCK CAPITAL LLC
UNITAS PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PORTAL VENTURES
THE LAUNCH PARTNERSHIP, LLC
CHIMNEY ROCK EQUITY PARTNERS
COMPENDIUM WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
RESOURCE CONSULTING GROUP, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Brendan Jones-Williams
Sun Joo oh
Jacob Samuel Aromy
Omar Quintanilla
Matthew Grant Williams
Ramiro Herrera
Emily Marie Edington
Vladislav Michael Glouchkov
George Caviedes
Connie J Shen
Tyson Slesnick
Evan Spielvogel
STEVEN JAY LONDON
AILEEN A. GRANT
RICK ANDREW FUCHS
GRAHAM PATRICK HECK
DAVID PAUL ROBINSON
ROBYN MARIE KRAHN
SCOTT OWEN NAZARENUS
JUSTIN ANDREW MONTANDON
RANDY LEE STEWART
Cody C Amundson
Terrence Henry Lee
DENIS RAFAEL TOTH
Chia You Tsai
CHRISTY JO SHELTON
CHRISTOPHER CARLETON WILBUR
RITCHY GUY SCOGGIN
CHERI D HARTMAN
David Nicolas Gonzaga
AMIT BATTISH
JOSEPH ANTON JERMAN
NATIA RAGE
BRIAN DANIEL WIESE
ASHLEY NICOLE PIGG
THOMAS CHAD LLOYD
CARI BETH ROTHFELD
BRETT AVERIT BELLCASE
ERIN TOBIN LOCKE
ZACHARY OLIVER SCOGGIN
MICHAEL STEPHEN NELSON
CAMERON BUCKELEW
ELIZABETH GRAHAM
CONNIE JEAN GAMBATESE

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