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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

WELLS FARGO CLEARING SERVICES, LLC
TOWNSEND MERTZ LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
BLACKGOLD CAPITAL MANAGEMENT LP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MOSAIC ADVISORS
ENCORE GLOBAL MANAGEMENT LP
VOSS CAPITAL, LP
THOMIST CAPITAL MANAGEMENT, LP
FOCUS PARTNERS WEALTH, LLC
JUNCTION ENERGY CAPITAL, LLC
HEIGHTS INVESTMENT PARTNERS, LLC
ACP CREDIT MANAGEMENT
MILTON STREET CAPITAL LLC
SALLYPORT
ARKOS GLOBAL ADVISORS, LLC

Investors

BABAK SEYEDAIN
LILIANA BARAJAS
JENNIFER NICOLE PRICE
PATRICK ANTHONY FALCON
SELENA KRAMPOTA
ADAM JOSEPH FLIKERSKI
ERIK DYBESLAND
DOUGLAS C COOPER
EDWARD GABRIEL CRUZ
NATALIE R TURMAN
CONSTANCE CHILVERS BOLEN
Binh To
John Michael Ragsdale
CHRISTOPHER JOHN HAMILTON
CAREY STUART KESNER
Jeremy David Little
Richard Earl Meyer
BRANDON ROSS HENRY
JON MATTHEW SLOVISKY
LAURE HAMZO
Kristin Nicole Hurst-Hebron
NICHOLAS David PELINI
Eloy Anthony Hernandez
MICHAEL DEE
Jacy Lynn Norris
Andre Hilson Massicott
Mason Lincoln Aydelotte
Reid William Thompson
Gustavo Montano
Aaron Price
RYAN LAWRENCE GROSSKREUZ
Ana Carolina Tagtmeyer
Carlos Alberto Betancourt
Keaton Vaughn Dockery-Yanker
Aaron Edward Hart
JAY LEE GOLDBERG
Madeline Grayce Nichols
Jennifer Lynette Gooden
Nathan Fonseca
HANCE VERNON MYERS
TRAVIS COCKE
EMILY PACE ALLEN
Justin Bradley Reed
RHETT J. CARTER
TIMOTHY KANE MCGUKIN
Andrew Caleb Dowell
JEFFREY ALAN THOMAS
MICHAEL HARVEY RICHTER
LESTER M BRACKLEY
CRAIG CHAMBERS DAWSON
ETHAN H POLLARD
James Thomas Leopold
Trevor Byron Harris
William Christopher Gardner

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