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Best financial advisors in Cotton Valley, LA

Registered advisers within 25 miles of Cotton Valley, LA.

Offices
9
Firms
5
Combined AUM
$1.07T
Firm-wide filings, not assets booked only here
Clients
200K
200,422 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
TUCKER ASSET MANAGEMENT LLC
EXODUS WEALTH, LLC

Investors

William James Whitehead
Robert Drew White
Trusten Alexander Holy
JOHN LOGAN MCCONATHY
Brian Cole Meeker
LISA W DILTS
STEPHEN PAUL MCMURRY
NANCY KAREN NELSON
KENNETH ALAN WESSELS
Micah Lane Tipton
Ryan Patrick Day
Daniel Andrew Nobles

Within 25 miles of Cotton Valley, LA, Best Investors lists 5 registered investment advisory firms with 9 offices nearby, managing about $1.07T in combined regulatory AUM across 200,422 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 Cotton Valley

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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 TUCKER ASSET MANAGEMENT LLC 60 advisers $604M AUM 5 EXODUS WEALTH, LLC 23 clients · 56 advisers $484M AUM