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Best financial advisors in Yantis, TX

Registered advisers within 25 miles of Yantis, TX.

Offices
17
Firms
8
Combined AUM
$3.16T
Firm-wide filings, not assets booked only here
Clients
273K
273,215 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ACCESS FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Tony LeGrow
BRIAN DAVID COVENTRY
Gregory Raymond Mills
Brandon Ross Roberts
Holly Wasson
MONICA LYN LITTLEFIELD
Julia Catherine Wilhite
Emily Brooke Atkinson
Reagan Mikaela Lowrance
Craig Sterling Johnson
WESLEY H COOPER
Nichole D Rosamond
Christopher Michael Voorheese
CHETTAMRA SHUNEA ALEXANDER
Darren Matthew Swanner
William Thomas Harrison
Amy Donielle Castleberry
Jason Loren Ray
Troy N Turner
Jurgen Daniel Simons
MARK KEVIN SACHSE
Garrett Mclain Pool
DAVID C WILSON
JANETTE R NEAL

Within 25 miles of Yantis, TX, Best Investors lists 8 registered investment advisory firms with 17 offices nearby, managing about $3.16T in combined regulatory AUM across 273,215 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 Yantis

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 ACCESS FINANCIAL GROUP, LLC 2 advisers $39.3M AUM