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Best financial advisors in Belmont, LA

Registered advisers within 25 miles of Belmont, LA.

Offices
11
Firms
7
Combined AUM
$2.84T
Firm-wide filings, not assets booked only here
Clients
325K
324,572 clients when Item 5C has a number
Avg / client
$8.76M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Investors

William Hall Adams
BARBARA DARLENE SEPULVADO
CHARLES RAY WOOD
Crystal Davis Burns
James Selman Rollins
Laurie Laffitte Alexander
WILLIAM DUSTIN CROSS
WILLIAM HERBERT CROSS
William Middleton Adams
Donovan Ray Ohnoutka
JOSEPH PAYNE CUNNINGHAM
Brandon Alexander Donahue
Felix Clinton Perot
JEFFREY PATRICK HEARD
CHAD ANTHONY PUGH

Within 25 miles of Belmont, LA, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $2.84T in combined regulatory AUM across 324,572 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 Belmont

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM