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Best financial advisors in Lake Charles, LA

Registered advisers within 25 miles of Lake Charles, LA.

Offices
78
Firms
28
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
1.31M
1,307,537 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PROSPERITY CAPITAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.

Investors

Bobby Joseph Guidry
Brian Casey Jones
Ebony Rideau
ROBERT SHARPE CAMERON
Damon B Abshire
JAMES SCOTT MECHE
Tiffany Nichole Bailey-Duhon
Kelly Clay Bentley
Stephen P Spratley
Kamran Richard
NATALIYA VARBANOVA ESPEY
SAMUEL LOUIS HEBERT
Elizabeth Marie Hebert
JAMES BURNELL GUILBEAUX
MATTHEW COLLIN DUFRENE
HAROLD DAVID JONES
ERIC TRAMMELL STEVENS
WILLIAM MARTIN PRICE
REGAN DAVID JONES
RANDYL RATCLIFF
MARK MUSSO
NICHOLAS PAUL REINA
PAUL LAWRENCE ROBERTSON
LISETTE ANDREA JACOBS
TONYA JONES GRIFFITH
COURTNEY KIERA GRIFFITH
GEORGE PAUL STARK
Stephens Scott O'Pry
Sierra Simone Walsh
MARSHAL DAVID BAGGETT
DAVID B. BAGGETT
CHRISTOPHER JON GAUDET
JON DAVID DIXON
JOHN STEVEN MCMILLIAN
CURTIS BECKHAM
SHIELA D DOUCET
ROBERT REED MENDELSON

Within 25 miles of Lake Charles, LA, Best Investors lists 28 registered investment advisory firms with 78 offices nearby, managing about $9.26T in combined regulatory AUM across 1,307,537 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 Lake Charles

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