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Best financial advisors in Dona, LA

Registered advisers within 25 miles of Dona, LA.

Offices
48
Firms
24
Combined AUM
$4.38T
Firm-wide filings, not assets booked only here
Clients
464K
464,207 clients when Item 5C has a number
Avg / client
$9.44M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LYONS CAPITAL GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CASTELLANO & ASSOCIATES
LEES MONSOUR GROUP
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
AMERITAS ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Laurie Laffitte Alexander
James Selman Rollins
Crystal Davis Burns
Kaye Nell Ochetto
Cole McKenzie Smith
Jeffrey Edward Lyons
Jonathan Edward Terry
ROBERT DANIEL LATHAM
CASSIUS MARCUS BURRELL
JED GUNNER BLACKBURN
Bonnie Masters Corbett
ARNOLD MILLER CASTELLANO
Carson Miller Castellano
Connor Williams Castellano
VICKIE LYNN CHRISMAN
SAMUEL LEES
JEFFREY LANE MONSOUR
Heather Ryan
Amy Leigh Hollister
AMY RODGERS LIPSCOMB
Pamela Berry Moore
JENNIFER FLOWERS
Jared Andrew Stevenson
CHRISTOPHER SCOTT LEE
ROGER NEAL BELL
OTTO N GROZINGER
JANICE FREEMAN WATT
DAVID BRYAN ROMERO
Brian Lee Ohnoutka

Within 25 miles of Dona, LA, Best Investors lists 24 registered investment advisory firms with 48 offices nearby, managing about $4.38T in combined regulatory AUM across 464,207 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 Dona

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM