Best Investors Account Sign in

Best financial advisors in Westworth Village, TX

Registered advisers within 25 miles of Westworth Village, TX.

Offices
850
Firms
280
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
2.96M
2,955,002 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

RIVERCREST CAPITAL MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FROST INVESTMENT SERVICES
SIGNAL SECURITIES, INC.
LAMPADOS FINANCIAL GROUP, LLC
HARVEST RETURNS, INC
ONEDIGITAL
MML INVESTORS SERVICES, LLC
RHODES INVESTMENT ADVISORS, INC.
NOLET WEALTH MANAGEMENT, LLC
CUMBIE ADVISORY SERVICES, INC
GREEN INVESTMENT MANAGEMENT, INC.
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BOK FINANCIAL PRIVATE WEALTH, INC.

Investors

Kostas Kenneth Luecker
ALICE MARIAN GREEN
CHRISTINE LOUISE SHEPPARD
JEFFREY CARLISLE JOHNSON
Jarod Sweetland
Joseph Richard Dena
KENNETH SCOTT MCAFEE
JAMES WILLIAM DOUGHERTY
CHRISTOPHER RICHARD SNOW
MICHAEL CHRISTOPHER MOYNIHAN
Clark Wamre
Michael Clark Shisler
JANET LEE MENGIS
RAY EDWARD WALKER
IVAN JERRY SINGLETON
BUDDY JOSEPH BUTLER
Chukwudi Ifeanyichukwu Uraih
GRAHAM COLIN MARSHALL
MICHAEL SHAD ROBERTSON
Colton Sage Good
J. GORDON RHODES
Jordan Jones
JAMES DAVID PALMER
JOSEPH WILLIAM JONES
KEVIN MICHAEL VARRICHIO
JOHN RUSH VANN
CRAIG SCOTT WADE
GUY MARC CUMBIE
DAVID EDWARD NOLET
MADISON RAYE NADLER
Jared Dawson Cline
TRAVIS W SOPPE
BYRON D GREEN
JIMMY JACK PANNELL
Michael Grant Pannell
AUSTIN GERALD SOMERS
SAMUEL KING HULSE
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris
WALTER CLIFFORD MAY
KATIE BAKER HUTTO
Rafia Zaman
Jenna Sands
JASON WARD LIND
Leah Beth Collette
DEBORA D CLARK
Kyle M Castilaw

Within 25 miles of Westworth Village, TX, Best Investors lists 280 registered investment advisory firms with 850 offices nearby, managing about $18.3T in combined regulatory AUM across 2,955,002 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 Westworth Village

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