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Best financial advisors in Willis, TX

Registered advisers within 25 miles of Willis, TX.

Offices
297
Firms
133
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,818,868 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
KWM PARTNERS LLC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
PALADINO WEALTH
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
CENTAURUS FINANCIAL, INC.

Investors

CLIFFORD ALLEN ELY
JOAS ADLAI DE LA PAZ
SHARON THERESA AURICH
JARRID SHANE HICKS
GUADALUPE M MARTINEZ
Terrie Lynne Carpenter
Lauren Nicole Shanks
JEFFREY Wade GONZALES
Bryan Joseph Sullivan
Samuel Schmittgens
James Roderick Allen
SCOTT BRAD DEAN
JEREMY JOE WALKER
Rachel Sokira Clark
MICHAEL ANDREW PINKLEY
KEVIN W. PINKLEY
Michael Dwayne Reese
WILLIAM JOSEPH PALADINO
Richard Lee Johnson
Britney Danielle Rascher
Kimberly Crowl Steed
Tyler Johns
DIANA MARIE LONBECK
Samuel Stacy Scheler
Conner Davis Halstead
Matthew Thomson McLane
John Lefler
James l Schulmire
Patrick York McLane
CHAD MCLANE
Frank Andrew McLane
DANIELA Mead Pratt

Within 25 miles of Willis, TX, Best Investors lists 133 registered investment advisory firms with 297 offices nearby, managing about $14.0T in combined regulatory AUM across 2,818,868 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 Willis

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM