Best Investors Account Sign in

Best financial advisors in Wimberley, TX

Registered advisers within 25 miles of Wimberley, TX.

Offices
228
Firms
118
Combined AUM
$9.86T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,669,400 clients when Item 5C has a number
Avg / client
$3.70M
Combined AUM ÷ clients

Nearby offices

Firms

ARROWHEAD ASSET MANAGEMENT
EDWARD JONES
HACKETT FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CURRAN FINANCIAL PARTNERS, LLC
FREESTYLE MANAGEMENT, L.L.C.
JPL WEALTH MANAGEMENT
LEGACY WEALTH MANAGEMENT, LLC

Investors

RALPH ARTHUR BOSCHERT
KEVIN DEAN HAMMOND
Michael Shawn Murphy
Ellen E Edwards
Erik Neil Drewry
SCOTT GLENN HACKETT
DANIAL JAMES VERHAALEN
BYRON WINDER ECKOLS
MICHAEL PAUL LEVINGSTON
DAVID SHANE COOPER
Christopher Cade Wright
MARK ALAN HANDLEY
MELODY VUICICH KUMP
NATHAN ROBERT SCARBOROUGH
KYLE LOGAN GREER
Colten Napier
Kenneth M Patterson
JEFFREY WILLIS DURKEE
Kendall Simpson
Gavin James Loftus
Nicole Christine Babin
Michelle Miller Florander
SUSAN OBRIEN CURRAN
STEPHEN JAMES CURRAN
LILY MEIXIA HO
Gregory Scott Anderson
KIMBERLY BLAIR GRANT
Sheila Pringle-Perez
LISA BIANCULLI HUTTER

Within 25 miles of Wimberley, TX, Best Investors lists 118 registered investment advisory firms with 228 offices nearby, managing about $9.86T in combined regulatory AUM across 2,669,400 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 Wimberley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM