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Best financial advisors in Grand Isle, LA

Registered advisers within 50 miles of Grand Isle, LA.

Offices
65
Firms
23
Combined AUM
$3.55T
Firm-wide filings, not assets booked only here
Clients
820K
819,723 clients when Item 5C has a number
Avg / client
$4.33M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
STABILITY FINANCIAL, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
GIBBS WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
PROSPERA FINANCIAL SERVICES, INC.

Investors

WILLIAM C TEAGUE
JENNIFER MARIE VICTOR
MICHAEL FREDERICK RISENER
LISA GREEN CAMPBELL
Gilbert Basil Dardar
Lendon Paul Rogers
Karen Saboe
RAYMOND LEE DAVIS
Christopher Charles Breaux
GAYNELL LAWLESS PARADELAS
JERRY JEROME KING
JOYCLEN WHITE PREVOST
CLAUDETTE ELENE TULL
TINA WILSON
Blake Anthony Schmitt
Frank S. Roccaforte
Travis Eden
Shannon Hewitt Ockman
SUZANNE BERNICE CAMBRE
HOLLIS CHRISTOPHER MARTIN
GLORY BECKER TOUPS
DOMINICK ANTHONY MESSINA
THELMA CEBALLOS MEYERS
Corey Richardson
JOSEPH PETER STEPHENS

Within 50 miles of Grand Isle, LA, Best Investors lists 23 registered investment advisory firms with 65 offices nearby, managing about $3.55T in combined regulatory AUM across 819,723 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 Grand Isle

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 CWM, LLC 248 clients · 642 advisers $50.6B AUM