Best financial advisors in Monroe, LA

Registered advisers within 25 miles of Monroe, LA.

Offices

61

Firms

28

Combined AUM

$6.05T

Firm-wide filings, not assets booked only here

Clients

892K

891,703 clients when Item 5C has a number

Avg / client

$6.79M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

2116 Forsythe Ave Ste A
Monroe, LA 71201-3600

J.P. MORGAN SECURITIES LLC

2211 FORSYTHE AVE
MONROE, LA 71201

WELLS FARGO CLEARING SERVICES, LLC

2407 BROADMOOR BLVD
MONROE, LA 71201

REGAL INVESTMENT ADVISORS LLC

2109 Tower Drive
Monroe, LA 71201

LPL FINANCIAL LLC

2485 TOWER DR STE 7
MONROE, LA 71201-5769

LPL FINANCIAL LLC

2485 TOWER DR, UNIT 8
MONROE, LA 71201

LPL FINANCIAL LLC

1300 OLIVER ROAD
MONROE, LA 71201

EDWARD JONES

2014 TOWER DRIVE SUITE B
MONROE, LA 71201

VINES CAPITAL MANAGEMENT, LLC

1896 HUDSON CIRCLE SUITE 3
MONROE, LA 71201

LPL FINANCIAL LLC

1896 HUDSON CIRCLE, STE. 6
MONROE, LA 71201

SUMMIT FINANCIAL WEALTH ADVISORS

1890 Hudson Circle Suite 1
Monroe, LA 71201

MONEY CONCEPTS CAPITAL CORP

2443 TOWER DRIVE
MONROE, LA 71201

LPL FINANCIAL LLC

1888 HUDSON CIR, SUITE 3
MONROE, LA 71201

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

2401 TOWER DRIVE
MONROE, LA 71201

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1861 HUDSON CIRCLE
MONROE, LA 71201

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1411 NORTH 19TH STREET
MONROE, LA 71201

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1900 AUBURN AVENUE SUITE E
MONROE, LA 71201

TRILLIUM WEALTH LLC

1900 N. 18th Street Suite 804
Monroe, LA 71201

LPL ENTERPRISE, LLC

1900 NORTH 18TH STREET SUITE 801
MONROE, LA 71201

RAYMOND JAMES & ASSOCIATES, INC.

1900 N 18TH ST Ste 700
MONROE, LA 71201

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

REGAL INVESTMENT ADVISORS LLC

LPL FINANCIAL LLC

VINES CAPITAL MANAGEMENT, LLC

SUMMIT FINANCIAL WEALTH ADVISORS

MONEY CONCEPTS CAPITAL CORP

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

TRILLIUM WEALTH LLC

LPL ENTERPRISE, LLC

RAYMOND JAMES & ASSOCIATES, INC.

Investors

PAULEN LAMARCA LUTTGEHARM

MICHAEL ERIC RYAN

HERSCHEL OWEN RYAN

AMBER LEIGH FIFE

Gregory Blake Richards

Sidney Chase Jones

JOHN DENNIS KELLY

THOMAS ANTHONY DITTA

Ivan Latimer Hendricks

Robert Andrew Yarbrough

JAY SCOTT CALHOUN

Angela Denise Benson

DOROTHY ANN JOHNSTON VINES

KENNETH GUS VINES

Lana Hodge Weant

CYNTHIA MARIE LOFTIN

DOUGLAS TURNER FARR

Lena Satge Ormond

CHARLES LOUIS RAY

Darren Wayne Oglesby

THOMAS GLENN LEWIS

MICHEAL BRUCE GILBERT

JEFFREY KEY GOLSON

JAMES CLINT RIDER

GARY GORDON GRAHAM

GARY LYNN BOOTH

CHARLES BRADFORD BOOTH

KENDALL SCOTT THAMM

JONATHAN LYN BOOTH

George Peter Aji

TRENTON FLEMING CRAWFORD

EILESIA KEPPER DIXON

JAMES HENRY SMITH

Jackson Harold Best

DEREK LEE DANIELS

JASON LEE TISER

JOHN ALLEN CLAUSEN

William C Clausen

Within 25 miles of Monroe, LA, Best Investors lists 28 registered investment advisory firms with 61 offices nearby, managing about $6.05T in combined regulatory AUM across 891,703 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 Monroe

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM