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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

STRATEGIC ADVISERS LLC
EDWARD JONES
FROST INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BANKERS LIFE ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE AI CAPITAL MANAGEMENT LLC
GWN SECURITIES INC.
ENCOMPASS ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

BRANDY SUCHECKI
PRESTON TIEMAN
LUIS MARIO AGUILAR
IFEANYICHUKWU IWUJI
JASMINE GARRETT
NATHAN GINGRICH
AMBER DANIELLE SMITH
MATIIAS DENMON
MICHAEL INHO WHANG
CRISTIAN MARTINEZ
NARINE VIDESH BHOLA
REDRICK BERTON FOGLE
HALEY HILL CLAVENNA
CHRIS PINTO
JESSE OCANA
ZACHARY AARON HARRIS
CHRISTOPHER ELKHOURY
JUSTIN L. GREENE
JARRED MOEHLMANN
SOFIA MICHELLE SERMENO
MARCO RAMIREZ GARCIA
JONATHAN C BUI
Jason Frank Munoz
Steven L Spurling
Andy Charles Evans
MICHAEL JORDAN PARSLEY
RYAN EDWARD FERRIN
DAVID GEOFFREY WILSON
THALIA CHRISTY SAVVIDIS
BRIAN CHRISTOPHER STRAWN
BRITT RUSSELL ESTER
Riley Hood
Benjamin Alexander Cordero
Joseph Scott Howard
Charles Bocock
Tylan Shelby
PAUL EDWIN LINDBERG
GREGORY AUGUST LAMM
DREW M POWERS
Conner Grant Percle
Chad Radney Nichols
MARK ALLEN MEIER
Julian Drake Elizondo
Parker Doyle McCollum
BEVIN E HARTNETT
Trevor Ray Pickett
Garrett Thomas Maddox
CHRISTOPHER COOPER
Aaron Paul Langston
LESTER GEORGE BOSTWICK
ROBERT DAVID KLINE
ANN ELIZABETH KRIEGER
Stefanie Benesh
Jared Reed
Eric Bryce Corbell
Mark David Brezina
Ty Pratt
GERALYN V ENRIQUEZ
TRAVIS AVERY BATTS
BILL RICKARD CORBELL
DAVID SCOTT EVEREST
Joshua Edward McKinnon
RICHARD ALEX BECKER
THOMAS ANTON FONS
BRIAN TAYLOR MCCAFFREY
NATHAN EDWARD DAGLEY
THOMAS HOWARD PAYNE
SCOTT MICHAEL HANSEN
Derek Jay Sensenig
JASON WARREN CEYANES
DIDYA MERCEDES BIANCHI
JOHN LEE PESSARRA
Li Ping Cytrynowicz
Kevin Michael Fruge
Portrait Coutrelle Plair

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