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Best financial advisors in Baton Rouge, LA

Registered advisers within 25 miles of Baton Rouge, LA.

Offices
317
Firms
113
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
1.99M
1,991,224 clients when Item 5C has a number
Avg / client
$6.20M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
3RD STREET CAPITAL MANAGEMENT L.L.C.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
BF/ANDERSON

Investors

BRAD KEITH MATHEWS
Ryan Istre
Roy Toufic Issa
Matthew Kohn
Logan Kern
Hope C Bellelo
Steven E Morgan
JOHN PHILIPPS STUART
Joshua Bloom
DYLAN KYLE RHODUS
Creston Willis Pickell
Samuel Chastain
Ashley Elizabeth Belcher
Ross Joseph Massey
OLIVIA OGDEN OLINDE
Bradly Davis Bourg
Caroline Pellegrini
William Read
CHRISTOPHER JAMES PRUDHOMME
JEROLD MARC MATHERNE
Henry McClure Messinger
Luke Oursler Pezzulla
Paula E Gandy
Matthew Jon Bonilla
Jamie Lynn Dronet
KAREN DOUCET SCURRIA
THOMAS PETER WAGUESPACK
AARON JAMES STANFORD
NATALIE ROSE KOEHL
RACHEL JEAN CATTELINO
TESSA A GAUTREAUX
CLAY M FLOURNOY
JULES JOSEPH ROUSSEAU
OSCAR ENRIQUE HURTADO
GERALD MATTHEW MARCHAND
PAUL ROBERT WALKER
CHRISTOPHER ALEXANDER GAUTREAUX
KATIE S BELLELO
ROBERT ALLEN WOOSLEY
FRANCELLE S GUILLET
MICAH J LILLICH
JOHNATHAN H WHITMAN
JOSHUA JOHN ROSENSTERN
JOSEPH GLENN DEARMAN
ANGELA B RICE
Maci A Jackson
CHRISTOPHER J MENSI
Hannah M Loy
Ricardo Enrique Pellman
Melina Russi Diebold
STEPHEN CLARK TAYLOR
Julia A. Lopiparo
SHAWN ALLEN LOY
KENNETH L RICHE
RHONDA G LOY
Gloria Jarreau Hoggatt
MICHELLE P MCNICOLL
ANGELIQUE GUIDRY MANNE
NANCE AMELIA CUNARD
JOHN FRANCIS ROSENSTERN
Stephanie Ako VanDevander
NICHOLAS J DOMINGUE
RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL
Thomas S Piland
BRIAN M SARTIN
Michael T Fels
Paul B Langston
TERENCE E GINN
Amanda RHEA Rothrock
Clifton A Mount
Dustin Berry
JEFFREY DUNBAR
RICHARD HINTON
MAGEN SMITH
JORDAN MATTHEW CHAUVIN
Carmen Beatriz Torres- Diaz
Rachel P Hurtt
Brandon Edward Ginn
Mills Slaughter McClendon
Grant M David
Rebecca Manette Hinton
BRYAN SLAUGHTER MCCLENDON
JOY LYNN STONEHAM
SARAH A BEVINETTO
ROBYN RAY RICHARDS
JEFFREY ADAM ESNARD
Savannah A. Kelleher
SCOTT A SHIRLEY
Karli Ashlyn Becnel
John A Bevinetto
PAUL BLANE ORTEGO
JAMES HERON COLLINS
DONOVAN EDWARD DAVIS
David E Shirley
John Donovan Davis
DONALD LASKEY NEWTON
JASON LEE FONTANE
MATTHEW LOGAN COLVIN
RYAN JAMES BOWEN
Christina LaJaunie Sullivan
Samuel D Hughes
LISA LYN WESTMORELAND
GARY MARK SMITH
LEO MARC SANCHEZ
JENNIFER MICHELLE BERNARD
STEPHEN ROLFE MILLER
Jessica Nicosia Ourso
Thomas Traynham
THOMAS MICHAEL HYDE
DAVID PAUL BROUSSARD
JOYCE ROBERTS CHUSTZ
Brian Anthony Berns
Chase Andrew Fresina
Jordan C Dudley
RICHARD LOUIS PREIS
CHARLES PHILIP GUERCIO
GEORGE ROLFE MILLER
Gracen L Mouton
THOMAS MARK FEREDAY
JEFFREY ANTHONY ROY
LINDSEY MILLER JUNCA
KATIE LYNNE GIBBONS
THOMAS JOSEPH SAVOIE
WILLIE GERALD WARRINGTON
Lyndon Paul Jude Wilbert
Fred Columbus Dent
Beau Joseph Comeaux
Angel Stewart
JOHN ONEAL
COLLIS BENTON TEMPLE
JUNE SCOTT LYLE
Alexander J McGehee
ERIC CHRISTOPHER ROBERTS
Brenton Burkhalter
Branson Catalanotto
Eric Bruce King
Grant R Myers
ANN B SINGLETON
AMY Engel Anderson
MATTHEW JORDAN SPENCER
BUDD FRANK ANDERSON

Within 25 miles of Baton Rouge, LA, Best Investors lists 113 registered investment advisory firms with 317 offices nearby, managing about $12.3T in combined regulatory AUM across 1,991,224 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 Baton Rouge

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM