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Best financial advisors in Mandeville, LA

Registered advisers within 25 miles of Mandeville, LA.

Offices
185
Firms
84
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
1.84M
1,841,771 clients when Item 5C has a number
Avg / client
$7.46M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
TOCE FINANCIAL GROUP
RICE, VOELKER, LLC
MERIDIAN WEALTH MANAGEMENT, LLC
IMPACT PARTNERSHIP WEALTH, LLC
ADVISORY SERVICES NETWORK
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
PRINCIPAL SECURITIES, INC.
SIMPLICITY WEALTH
J.P. MORGAN SECURITIES LLC
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC

Investors

ROBERT BENJAMIN LAVILLE
DAVID B SMITH
Francis Terrell Kalmbach
Kenneth Paul McDaniel
JOHN SANFORD BRASHER
SEYMOUR BENJAMIN JOSEPH
CORY BLAINE ARMAND
SCOTT DAVID MADDEN
ADAM BRIAN PARRIE
RICHARD LYONS
Brian Hudson Jones
Drake Brannen Cooper
MICHAEL G BAZILE
Jordan Christopher Scallan
JOHN JUDE SCALLAN
Matthew Benjamin Gardner
KENNETH J UHLICH
Paul Gerard Miller
ADAM DANE BENNETT
STEVEN ROSS JOHNSON
LANE MERRILL JOHNSON
JOHN STANLEY CEFALU
BONITA JUSTINE CEFALU
JENNIFER LEIGH CRADDOCK
Evan Forrest Gremillion
WILLIAM BOYD MILLER
HENRY DANIEL DEHARDE
Daniel J Carter
DARYN HOPE
DOMINICK ANTONIO PUIPURO
Jason Appe
Paul Avegno
Anthony Bonura
Jeremy Witt
ASHLEY NICOLE THOMPSON
RAYMOND ETHAN GUFFEY
Chase E. Appe
Daniel Ledet
HEATH MENDOZA
Beth M Julian
Clarice M Bourgeois
LEO ALVIN LABOURDETTE

Within 25 miles of Mandeville, LA, Best Investors lists 84 registered investment advisory firms with 185 offices nearby, managing about $13.7T in combined regulatory AUM across 1,841,771 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 Mandeville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 INVESCO ADVISERS, INC. 217 advisers $750B 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