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Best financial advisors in West University Place, TX

Registered advisers within 25 miles of West University Place, TX.

Offices
1,591
Firms
688
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,229,723 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

REK ADVISORS, INC.
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
LOCAL CAPITAL PARTNERS LLC
BEACON FINANCIAL PLANNERS, INC
FITZRANDOLPH GATEWAY MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
JACKSON HILL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ADAPTATION FINANCIAL ADVISORS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SOVEREIGN WEALTH ADVISORS LLC
CORECODE MANAGEMENT, LLC
PRONOMOS CAPITAL MANAGEMENT, LLC

Investors

ROGER EARL KING
David Gordon Faris
JOEY SERGIO SOTO
Taylor Baloney
Derek J Toy
Kaled Rocha
Deborah Lauren Stelly
KRISTOPHER FOREST ETTER
Moufid Mohammad Hajjar
JOHN L MONTGOMERY
EDWARD MITCHELL GARDNER
MICHAEL FRANK MACRORY
LANCELOT LEE
Ashton Riley Niemann
Ramiro Daniel Dominguez
Kristin Devalerio
Jenny Ching-Hsuan Lin
MOHAMMAD BOBBY SHEMIRANIPOUR
Patrick Krause
ASHLEY TAYLOR BRENCE
Cordarious Marteze Dorsey
Jeffrey James Williams
MATTHEW QUINN HOLDER
FRANK M. SARUBBI
TOMIKO REYELLE ARTHUR
John Allen Blair
PAUL LAWRENCE WOBBE
PHILLIP MORGAN EVANS
JEFF ALAN PESKIN
MARTIN B PESKIN
STEPHEN JOHN MCHALE
BRADLEY ALAN BOWMAN
DOUGLAS BUCHANAN YAUGER
STEPHEN SCOTT BARBER
STEPHEN M PETTY
DANIEL HAMILTON EATON
Teresa Michele Theobald
RUSSELL THOMAS GEBHARD
WILLIAM LEE VASELIADES
PAUL ALEXANDER DIXON
RODOLFO G CHOPERENA
BRANDON KEITH GAY
CHARLES LAWRENCE FAHY
WILLIAM MILTON BEVILL

Within 25 miles of West University Place, TX, Best Investors lists 688 registered investment advisory firms with 1,591 offices nearby, managing about $20.0T in combined regulatory AUM across 3,229,723 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 University Place

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM