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Best financial advisors in Folsom, LA

Registered advisers within 25 miles of Folsom, LA.

Offices
108
Firms
49
Combined AUM
$9.55T
Firm-wide filings, not assets booked only here
Clients
1.75M
1,748,643 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
SECOND LINE CAPITAL, LLC
MML INVESTORS SERVICES, LLC
ADVISORY SERVICES NETWORK
MERCER GLOBAL ADVISORS INC.
ASSET PLANNING SERVICES INC
PARADIEM, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
RDA FINANCIAL NETWORK

Investors

Joseph Morgan Russell Mitchell
Connie Leslie Sousa
Tyler Vincent Gugliuzza
Dakota P Taylor
James D Thibaut
Keith J Naccari
Daniel Joseph Palomino
Nicole Marie Mosley
ROBERT JENNINGS REED
CLAUDE PAUL DUET
JILLIAN CARUTHERS NELSON
Michael Edward Bergeron
Al F Bourgeois
ERIC LEE DUNAVANT
SANDRA E TACKETT
CARL WAYNE DRURY
Matthew Brennan Sullivan
Caleb Whiteside Kelso
Carson Avery Rich
DANIELLE RENEE WAUCHOPE
BEAU JAMES FONTENOT
SHAWN BONIN DUCA
COYT LAMAR NICHOLSON
Noah Griffin
CHARLES LEVAR RICHMOND
DANIEL EDWARD TEXADA
KEITH PAUL DUET
Garrett Michael Booth
GREGORY SIMMONS SHELTON
Bret David Posner
BRIAN DANIEL PARKER

Within 25 miles of Folsom, LA, Best Investors lists 49 registered investment advisory firms with 108 offices nearby, managing about $9.55T in combined regulatory AUM across 1,748,643 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 Folsom

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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