Best Investors Account Sign in

Best financial advisors in Zapata, TX

Registered advisers within 50 miles of Zapata, TX.

Offices
21
Firms
18
Combined AUM
$4.25T
Firm-wide filings, not assets booked only here
Clients
758K
757,666 clients when Item 5C has a number
Avg / client
$5.61M
Combined AUM ÷ clients

Nearby offices

Firms

CRESTA ADVISORS

Investors

MANUEL EUGENIO GARZA
Jeronimo Martinez
Ismael Delgado
Diego Lucatero
Claudette Dariel Soto
MARK LAWRENCE DEUTSCH
Luis Emmanuel Guajardo

Within 50 miles of Zapata, TX, Best Investors lists 18 registered investment advisory firms with 21 offices nearby, managing about $4.25T in combined regulatory AUM across 757,666 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 Zapata

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM