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Best financial advisors in Westover Hills, TX

Registered advisers within 25 miles of Westover Hills, TX.

Offices
844
Firms
278
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,954,993 clients when Item 5C has a number
Avg / client
$6.09M
Combined AUM ÷ clients

Nearby offices

Firms

GRADIENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FROST INVESTMENT SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
INTRINSIC CAPITAL MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC

Investors

JASON RYAN ADAMS
DAVID WILLIAM HALL
LEIGH ANNE COUGHRAN
ARTURO ROCHA
MICHAEL DOUGLAS MOUNCE
Frank Lenoir Trivett
VICTORIA ASHER SHANKLE
PHILIP WAYNE VIDRINE
RICHARD J HANCOCK
Scott Eugene Marburger
SCOTT NORDBLOM
NITA WALLACE
CHERYL LAMB
WAYNE LOUIS LAMBERT
D'ondra Burkett
Ashley Burkett
Michael Stein Baughman
Michael Stein Baughman
SARANYA DURAISAMY
ERIC STEVEN ORTEGO
Robert Fisher
MARTY ALLEN BALLESTEROS
JASON ALLEN IRONS
Marquez Alexander Harris
Blayne Fugere
ASHLEY GILDAY
STANLEY SCOTT SCHIEWE
GRANT DANIEL PODSEDNIK
ADRIAN TRENT PODSEDNIK

Within 25 miles of Westover Hills, TX, Best Investors lists 278 registered investment advisory firms with 844 offices nearby, managing about $18.0T in combined regulatory AUM across 2,954,993 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 Westover 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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T 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