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Best financial advisors in Bastrop, LA

Registered advisers within 25 miles of Bastrop, LA.

Offices
8
Firms
5
Combined AUM
$2.28T
Firm-wide filings, not assets booked only here
Clients
645K
645,387 clients when Item 5C has a number
Avg / client
$3.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
J.P. MORGAN SECURITIES LLC

Investors

Trenton D Perkins
Michael Donohue
Karl Donald Davis
RONALD DALE BUSH
JUSTIN DREW GREEN
Gavin Reed Shepherd
BARRY JORDAN BURCHFIELD
AMANDA RUTH FRIEDMAN
DARREN RAY SMITH
MONIQUE GILL

Within 25 miles of Bastrop, LA, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $2.28T in combined regulatory AUM across 645,387 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 Bastrop

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 HORNOR, TOWNSEND & KENT, LLC 496 advisers $9.01B AUM