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Best financial advisors in Whitestone, TX

Registered advisers within 25 miles of Whitestone, TX.

Offices
963
Firms
552
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,959 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

IMPACT PARTNERSHIP WEALTH, LLC
TRUE FINANCIAL GROUP
TLG ADVISORS, INC.
PFS INVESTMENTS INC.
PARKHURST CONSULTING CPA PC
EMPOWER WEALTH MANAGEMENT
FREEDOM DAY WEALTH MANAGEMENT LLC
SAN GABRIEL CAPITAL
ARUSHA WEALTH LIMITED LIABILITY COMPANY
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ALLIANCE, LLC.
EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
HELIOS FINANCIAL SERVICES, LLC

Investors

JOSE EDGAR TORRES
SCOTT ALLAN BRISCHKE
MARIE ELIZABETH FREEMYER
Warren James Bausert
Daniel Hilario Barajas
Jeffrey Charles Reynolds
LEYVIANA SMITH
GERA BETH MANN
BRANDON RYAN PARKHURST
JOHN SOLYMAN
Stuart Hope
HENRY GEORGE LANDE
JEFFREY CHARLES KIKEL
DAVID R SLOCOMBE
Imade Motunrayo Iyamu
Shannon Taylor Johnson
ALEXANDER RAY SWEENEY
MARC KEITH NASCIMENTO
Brent David Allen
Joseph D Brown
Leslie Ourso Die
Caitlin Callicutt Koester
Joseph E Brown
MARK ALLEN HUGHES
MELANIE M DEHLER
RICHARD DEREK BRADY
Caleb Sutton Medley
John James Horton
Cyler Clifton

Within 25 miles of Whitestone, TX, Best Investors lists 552 registered investment advisory firms with 963 offices nearby, managing about $19.2T in combined regulatory AUM across 3,203,959 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 Whitestone

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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