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Best financial advisors in Windcrest, TX

Registered advisers within 25 miles of Windcrest, TX.

Offices
494
Firms
201
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,711,513 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

COMPASS FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FROST INVESTMENT SERVICES
PFS INVESTMENTS INC.
GAMBOA CAPITAL MANAGEMENT INC.
PLANMEMBER SECURITIES CORPORATION
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
ENDURE RETIREMENT LLC
B365INVEST

Investors

Frank Carl Dimicelli
Brandon James Dimicelli
Jaime Morales
CASSANDRA LEA TRUESDALE GUTIERREZ
REGINALD LLOYD REID
MARCO GAMBOA
JOSEPH ANDREW RITTERHOUSE
Santanna Moody
ROGER ALLAN HAYNES
Cesar A. Lopez-Solorzano
Kami Lyn Vidor
Austin Thomas Riley
Robert Lee Brister
Annette Medley
Patrick Charles Marshall
JASON DANE SMITH
Ili MANSFIELD
John Robert Grigsby
James Christopher Geddie
Brann Garrett Calvetti
Cindy Sue Crow
Wesley Alan Mlcak
PRISCILLA JO SHUSTER
Douglas F Ternan
Steve D Rocha
LORETTA NASIS HEFFRON
JUAN CARLOS GARRIDO ZEVALLOS
John B Frahm
Robert Willis
Jorge L Lopez

Within 25 miles of Windcrest, TX, Best Investors lists 201 registered investment advisory firms with 494 offices nearby, managing about $14.7T in combined regulatory AUM across 2,711,513 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 Windcrest

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