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Best financial advisors in Wills Point, TX

Registered advisers within 25 miles of Wills Point, TX.

Offices
16
Firms
10
Combined AUM
$4.61T
Firm-wide filings, not assets booked only here
Clients
386K
385,690 clients when Item 5C has a number
Avg / client
$12.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
DOMINION PORTFOLIO MANAGEMENT, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
STRATEGIC ADVISERS LLC

Investors

Luke Kendrick
Rebecca Pauline Thompson
JAMAEL DAMON HARRIS
LAUREN HESTER JASON
William Jonathan Helvey
Cloise Benjamin Hendley
Lauren Lattig
CASSIE LUE PERRY
JEFFREY GLENN MOORMEIER
Olivia Joyce Rice
William Geron Bryan
Brandon Ross Roberts
Holly Wasson
Amanda Verde
FRANCISCO JAVIER CABELLO ORTEGA
Sean Matthew Coplen
Kristopher A Freberia
Hunter W Greene
REBEKAH MARIE NEIMAN

Within 25 miles of Wills Point, TX, Best Investors lists 10 registered investment advisory firms with 16 offices nearby, managing about $4.61T in combined regulatory AUM across 385,690 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 Wills Point

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 OSAIC ADVISORY SERVICES, LLC 170 clients · 283 advisers $15.5B AUM