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Best financial advisors in Gretna, LA

Registered advisers within 25 miles of Gretna, LA.

Offices
325
Firms
126
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,503,251 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EDWARD JONES
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GIBBS WEALTH MANAGEMENT, LLC
SEARCH FUND ACCELERATOR, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

CLAUDETTE ELENE TULL
TINA WILSON
Blake Anthony Schmitt
Frank S. Roccaforte
Travis Eden
HOLLIS CHRISTOPHER MARTIN
Shannon Hewitt Ockman
GLORY BECKER TOUPS
SUZANNE BERNICE CAMBRE
THELMA CEBALLOS MEYERS
DOMINICK ANTHONY MESSINA
Kim Nguyen
Maurice Howard Carr
JOYCLEN WHITE PREVOST
RAMONA F. DECULUS
Lendon Paul Rogers
Karen Saboe
LISA GREEN CAMPBELL
WILLIAM C TEAGUE
JENNIFER MARIE VICTOR
DONALD RICHARD ABAUNZA
JEREMY JOSEPH PAPANIA
WILLIAM DE LA VERGNE ST PAUL
Madeline Browning
Victoria Vicari Stipelcovich

Within 25 miles of Gretna, LA, Best Investors lists 126 registered investment advisory firms with 325 offices nearby, managing about $12.9T in combined regulatory AUM across 2,503,251 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 Gretna

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM