Best financial advisors in Caddo, LA

Registered advisers within 25 miles of Caddo, LA.

Offices

51

Firms

28

Combined AUM

$8.34T

Firm-wide filings, not assets booked only here

Clients

1.43M

1,427,951 clients when Item 5C has a number

Avg / client

$5.84M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

315 S Pine St
Vivian, LA 71082

STATE FARM INVESTMENT MANAGEMENT CORP.

203 Burt Blvd
Benton, LA 71006

14.2 miles away

EXODUS WEALTH, LLC

4803 Benton Rd.
Bossier City, LA 71111

17.7 miles away

EDWARD JONES

1000 CHINABERRY DR SUITE 904
BOSSIER CITY, LA 71111

18.6 miles away

OSAIC WEALTH, INC.

1829 CORPORATE DR
SHREVEPORT, LA 71107

19.2 miles away

J.P. MORGAN SECURITIES LLC

150 FREESTATE BOULEVARD
SHREVEPORT, LA 71107

RAYMOND JAMES & ASSOCIATES, INC.

401 MARKET STREET SUITE 1400
SHREVEPORT, LA 71101

21.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1911 Citizens Bank Drive Ste 102
Bossier City, LA 71111

21.3 miles away

CYPRESS FUND MANAGEMENT, LLC

330 MARSHALL STREET, SUITE 930
SHREVEPORT, LA 71101

21.7 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

330 MARSHALL ST STE 1111
SHREVEPORT, LA 71101

21.7 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

401 EDWARDS ST
SHREVEPORT, LA 71101

21.8 miles away

ADKINS SEALE CAPITAL MANAGEMENT LLC

333 TEXAS STREET, SUITE 2235
SHREVEPORT, LA 71101

21.8 miles away

HMV WEALTH ADVISORS, LLC

333 TEXAS STREET SUITE 1525
SHREVEPORT, LA 71101

21.8 miles away

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

333 Texas Street Suite 2230
Shreveport, LA 71101

21.8 miles away

MORGAN STANLEY

333 Texas Street Regions Tower
Shreveport, LA 71101

21.8 miles away

CETERA INVESTMENT ADVISERS LLC

333 TEXAS STREET
SHREVEPORT, LA 71101

21.8 miles away

RAYMOND JAMES & ASSOCIATES, INC.

333 TEXAS STREET SUITE 175
SHREVEPORT, LA 71101

21.8 miles away

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

333 Texas Street Suite 1300
Shreveport, LA 71101

21.8 miles away

ORLEANS CAPITAL MANAGEMENT CORP

333 Texas Street Suite 699
Shreveport, LA 71101

21.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

333 TEXAS STREET SUITE 1260
SHREVEPORT, LA 71101

21.8 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

EXODUS WEALTH, LLC

OSAIC WEALTH, INC.

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES & ASSOCIATES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CYPRESS FUND MANAGEMENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ADKINS SEALE CAPITAL MANAGEMENT LLC

HMV WEALTH ADVISORS, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

CETERA INVESTMENT ADVISERS LLC

ORLEANS CAPITAL MANAGEMENT CORP

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Cher Ivins Welch

KENNETH ALAN WESSELS

Micah Lane Tipton

Ryan Patrick Day

Daniel Andrew Nobles

MARK NELSON KAY

PATRICK DANIEL FERTITTA

KENNETH WRIGHT ALLEN

Ted Bortei-Doku

TOMMY RAY COCKRELL

NORMAN LEE DUHON

CHARLES HOWARD CLAWSON

CRYSTAL CHELETTE WOOLDRIDGE

Ryan L Yarbrough

Thomas Peyton Cockrell

THOMAS WHITMEYER O'BRIEN

JENNIFER WARD TAYLOR

ROBERT GLEN COCKRELL

SANDRA OLSON MARANTO

DAVID ELTON SMITH

TARA ELLEN HAMMACK

Brett S Schoonover

JOHN GRAY RESTARICK POU

JACK A SMITHWICK

Kathy Y Rosenblath

DONALD ANDREW BICKHAM

WILLIAM SCOTT WHITMAN

LISA THOMAS CURRY

Salvadore J Miletello

Magen Brooke Krutilek

Madison P Pratt

James Anthony McMaster

Jay Kyle Binderim

PHILIP MICHAEL ADKINS

Christopher Mark Eldredge

RODERICK SCOTT WILLIAMS

Nicole Alexandra Karamales

SCOTT EDMUND SALVAIL

Joseph Paul Fell

JOHN WILLIAM SIMPSON II

Kathleen Mary Mitton

Julia Hall Stockton

Stephanie Moran Wiggins

CATHERINE WATTS MITTON

JAMES MICHAEL WATTS

Jonathan Simonton

KIMBERLY ANNE SLACK

DEVON TAYLOR WARD SHARRAH

Matthew Roy Coady

TANDY GIDDENS LEWIS

JASON LYNN ADAMS

Matthew Blake Kimbrough

Within 25 miles of Caddo, LA, Best Investors lists 28 registered investment advisory firms with 51 offices nearby, managing about $8.34T in combined regulatory AUM across 1,427,951 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 Caddo

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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