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Best financial advisors in Weston Lakes, TX

Registered advisers within 25 miles of Weston Lakes, TX.

Offices
458
Firms
188
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,053,742 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

CGN ADVISORS, LLC
EDWARD JONES
TITAN RETIREMENT ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BERRY CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
WEVIN LLC

Investors

JOHNATHAN MICHAEL AELMORE
Kent Allen Beard
Aaron Kilpatrick
JOSHUA JOHN COUGHRAN
Megan Larsen
Matthew Dennis Steger
JAY CARL MOYER
Justin Hernandez
Carringhton Alexander Powell
Ruston Lohmeyer
Samuel H Cook
Jayesh Bhikha Bhakta Bhakta
DOREEN BUENAVISTA COLLADO
TIMOTHY BENJAMIN GOSIER
STEVEN PAUL FLODDER
REBECCA HOLLAS
Rebecca Lynn Norman
KYLE S. FLODDER
BRETT PAUL FLODDER
DANIEL LUCAS STOAKES
Raimie L Hodges
Timothy Edward Brown
MANLY ACKER
Ashley Peterson
Chad Robert Lemmond
JUAN RASCON
JOSE VALLE
Hernan Perez
ANDREW RYAN GRAESSER

Within 25 miles of Weston Lakes, TX, Best Investors lists 188 registered investment advisory firms with 458 offices nearby, managing about $13.9T in combined regulatory AUM across 3,053,742 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 Weston Lakes

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM