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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

OSAIC WEALTH, INC.
BOGART WEALTH, LLC
HFG WEALTH MANAGEMENT, LLC
BELLATORE FINANCIAL, INC.
COOKSEN WEALTH, LLC
HODOS WEALTH GROUP, LLC
TRAJAN WEALTH, L.L.C.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PEIRCE CAPITAL MANAGEMENT, LLC

Investors

WILLIAM RAY JOHNSON
SAMMY JOE JOHNSON
PAUL WILLIAM RHOADES
Matthew Thomas Sechelski
DAVID CHRISTOPHER WALKUP
DEAN ALAN HARMAN
CHRISTOPHER STEPHEN RIGGS
Bradley Ray Glenn
JAMES EDWARD BOGART
AMANDA M MUSE
Austin Hilscher
DANIEL EVANS
MICHAEL BENITO CAMARA
Matthew Thomas Harvey
LARRY ARLEN HARVEY
JACOB N. GUINN
Kevin Gregory Bruce
Scott Clifton Francis
Kathryn Louise Bates
Nicholas Adam Stevens
HENRY JOHN PIZZUTELLO
BRYAN GILBERT KELLY
LINDSEY MAYNARD COOKSEN
PETER M REILLY
Donald George Maynard
MIGUEL RAFAEL VALDEZ
JEFFERY KENT EVANS
JANET DIANNE BRYANT
DEBORAH JOAN MANSFIELD
PAUL OLIVER HUGHSTON
THOMAS WILLIAM PICKETT
LAUREN BIGGS
LINDSEY D BARLOW
WALTER JAMES HOPKINS
MATTHEW HOWARD GALPERT
GEOFFREY MARK LESUER
LANA MAVOR
KIT EDWARD VICK
J KYLE MAYS
EUGENE ADAM DIAMONT
STEPHEN MATTHEW BENOTTI
TIFFANY A MANSFIELD
ALAN ROBERTO MENDOZA
MARK ALFRED OWENS
TERRI LYNN FERGUSON
KENNETH LAWRENCE LOGSDON
JEANETTE MARY ALLAN
BRIAN DAVID THOMPSON
Chad Radney Nichols
PATRICIA MCMAHON BONNOT
KELLY LYNN BABINEAUX
MELISSA R GREER
JAMES PAUL LEBOUEF
JARED B POULLARD
JOHN DOMINIC WRIGHT
JOHNERIC BANNON
ERICA GREENE
LOUIS JOHN DAVENIO
Michael Liberto
CHERYL RENEE LANGDON
WESLEY MICHAEL PEIRCE
MARK DANIEL HEIDER
Jason Matthew Peirce

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