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Best financial advisors in Amelia, LA

Registered advisers within 25 miles of Amelia, LA.

Offices
57
Firms
24
Combined AUM
$7.24T
Firm-wide filings, not assets booked only here
Clients
1.29M
1,288,724 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERITAS ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
THE ARCHER CONSULTING GROUP, LLC
CALLAIS CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC

Investors

Jakob Dworaczyk
ED LARRY SIKES
LAUREN VERRETT HEBERT
JOHN PETER ARMATO
ROBERT JOSEPH MARCELL
Claire Reiners
TIMOTHY JOSEPH HEBERT
Dane Bernard Robison
Cory M Adams
Kimberly Lea Lowry
CARROLL PAUL FOLSE
CRAIG STEVEN WALKER
Michael Christopher Bordelon
Megan Blakeman Frost
Zachary Chauvin
JONA THOMAS HUSBANDS
ALLAN GEORGE JASTER
Brooke Hochstetler Eastridge
Clayton Samuel Eastridge
Blaire Verdun
COREY JOSEPH CALLAIS
HAROLD JOSEPH CALLAIS
Holden Matthew Ferguson
Paul Arceneaux
SHAWN PATRICK HARRISON
DAVID W BRILEY
MITCHEL DOUGLAS PERTUIT
WALTON JOHN GUIDRY
Anthony Vincent Tranchina
RYAN RENE GILL
CASEY LEE WAYNE ROBERSON
DOUGLAS PAUL ROBICHAUX

Within 25 miles of Amelia, LA, Best Investors lists 24 registered investment advisory firms with 57 offices nearby, managing about $7.24T in combined regulatory AUM across 1,288,724 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 Amelia

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 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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