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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

STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
EDWARD JONES
POSITION WEALTH
ENDEAVOR ADVISORS, LLC
PARKOUR ASSET MANAGEMENT LLC
RADAR FINANCIAL INVESTMENTS CORPORATION
TIVERTON WEALTH
LPL FINANCIAL LLC
CHJ WEALTH MANAGEMENT
EW HEALTHCARE PARTNERS
WEALTH SOLUTIONS, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
ROCKEFELLER FINANCIAL LLC
BANORTE ASSET MANAGEMENT, INC.
SANCTUARY ADVISORS, LLC
ROCKLAND CAPITAL, LP

Investors

Danielle Leila Franco
BENJAMIN THOMAS BROCKMAN
Zachary J Pyles
DANNY ALLIZADEH
DARIAN JOSEPH ALLIZADEH
CARY SETH MARGER
Federico Garza
JACOB COLTER LEWIS
JARED ADAM BRENNEN
Cody Aaron Wainscott
Richard Alan LaFont
PHILIP MICHAEL ARMES
Alexander C Bridges
ROBERT MATTHEW MEREDITH
JONATHAN SIMON HAREL
HUNTER A. HERNANDEZ
Michael West Smith
MATTHEW L CLARK
JAMES CLARK CARLTON
RICHARD DWAYNE BLAIR
EMILE PAUL DUFRENE
CHRISTOPHER LYNN DAVIS
Kevin Wayne Edney
Katrina N Fritsch
KYLE BENJAMIN MAXWELL
KEVIN RAY HERMIS
ADAM J LOVELESS
MARK CLIFFORD FRENCH
Sean Foust
Stacie Leigh Harris Boyle
William Jamison Morris Wallrapp
SHAWNA D ALEXANDER
ANTONIO TERUGGI PEREDA
Mario Hank
AARON ANTONIO BUITRON ROMERO
VICTOR HUGO BUJANDA
RICARDO ROCHE MALDONADO
JULIO CESAR GIL RECIO
BRENDA MICHELLE GARCIA AYALA
Miguel Maisterra Silva
BRADLEY CLARK CHAPPELL
BRENT ROBERT CHAPPELL
MICHAEL W MILLS
BRIANNA LEA WARREN
CHEL Lynn LARKIN
JAYMIE WENDT
SPENCER CARLSON
JONATHAN MICHAEL BEACH
WILLIAM SCOTT HARLAN
JAMES ANDREW MAIZ
WILLIE FRANK ZAPALAC
SHANE RAY LITTS

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