Best Investors Account Sign in

Best financial advisors in Church Point, LA

Registered advisers within 25 miles of Church Point, LA.

Offices
185
Firms
56
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,687,330 clients when Item 5C has a number
Avg / client
$3.75M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
ADVANTAGE WEALTH MANAGEMENT, L.L.C.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
PROSPERA FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.
NEWEDGE ADVISORS
CHARLES SCHWAB & CO., INC.

Investors

Philip James Ledet
Charles Joseph Soprano
Charles Joseph Soprano
EMILY GRACE ARCEMENT
MICHAEL HANK MORVANT
VINCENT FRANCIS LAUER
Kristopher Blake Aubrey
THERESA MARIE AGUILLARD
GARY PAUL MCGEE
MICHAEL ROBERT SPIELMANN
Phillip Hebert
Ronald James Hebert
EUGENE DENIS FORTIER
JOSHUA BENTON PERELLO
Clifford Mitchell Hebert
Dustin Dean
Shawn Curless David
O'Neil Joseph Darden
Steven Cortez
Michael Shane Goff
HEIDI MARIE JACOBS MCDONALD
PAYDEN MONTANNA HAYS
GERARD LEE PATIN
Andre Charles Stafford
ELIAS ANTONIO RAMIREZ
RACHELLE MCDANIEL PICARD
JAY BRADFORD OWEN
Kendra Matthews Willis
JOHN NEIL GHERARDI
JUSTIN DOUGLAS HENDERSON
JAKE C RICHARD
LANE E TAMBURO
GARRETT ANDREW AHRENS
JASON A HABBIT
CORY FRANCIS FRUGE
PHILLIP SHAYNE FONTENOT
KEVIN JOSEPH SIMONEAUX
EVAN DREW SATERFIEL
CLAIRE RENAE STANFORD
Tyler Christian Attales
ELIZABETH ALCIATORE GOSSEN
JOHN NEIL MOREIN
Jeffrey Lynn Gunnels
Christopher Chad Soileau

Within 25 miles of Church Point, LA, Best Investors lists 56 registered investment advisory firms with 185 offices nearby, managing about $10.1T in combined regulatory AUM across 2,687,330 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 Church Point

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM