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Best financial advisors in North Shore, LA

Registered advisers within 25 miles of North Shore, LA.

Offices
125
Firms
55
Combined AUM
$9.88T
Firm-wide filings, not assets booked only here
Clients
1.79M
1,790,988 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVISORY SERVICES NETWORK
LPL FINANCIAL LLC
CREATIVEONE SECURITIES, LLC
EDWARD JONES
SIMPLICITY WEALTH
PFS INVESTMENTS INC.
PRINCIPAL SECURITIES, INC.
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC
CORNERSTONE ADVISORY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

KAYLEE SCHMITT HENDERSON
STEPHEN MICHAEL HOOKS
MORRIS TED MUSGROVE
lane lindsey
KENNETH J UHLICH
Paul Gerard Miller
ADAM DANE BENNETT
MICHAEL EDWARD ANDRIES
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
Evan Forrest Gremillion
WILLIAM BOYD MILLER
STEVEN ROSS JOHNSON
LANE MERRILL JOHNSON
JOHN STANLEY CEFALU
BONITA JUSTINE CEFALU
JENNIFER LEIGH CRADDOCK
HENRY DANIEL DEHARDE
Daniel J Carter
DARYN HOPE
DOMINICK ANTONIO PUIPURO
LEO ALVIN LABOURDETTE
Kevin Michael Drummond
CHRISTOPHER STUART CLAYTON
James Matthew Hightower
WELLINGTON ALBERT BRANNON
Shan Michael Seymour
DANA MARIE FRAYCHINEAUD
JOHN G CURREN
BEAU RANDOLPH RAYMOND
LAUREN KUHN CROSBY
William J Dunbar
Gregory Mark Mula
Ksenia Anatolyevna Theard
LUKE ANTHONY SINGLETON
THOMAS JOHN BRENNAN
BENJAMIN C CAPSHAW
RACHAEL TULLIS GAMBEL
MICHAEL R BRANIGHAN
James Boehringer Trist
Colin Phillip Plaisance
Blair Pylant
Nicholas Adam Warner
EDWARD LOUIS VAMPRINE
KEVIN BRADLEY MASHBURN
William P Trist
Anne Boudreaux
CULLEN GORDON HUGHES
Grace G Gallaty
Bradley D Mashburn
Chloe M Charbonnet

Within 25 miles of North Shore, LA, Best Investors lists 55 registered investment advisory firms with 125 offices nearby, managing about $9.88T in combined regulatory AUM across 1,790,988 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 North Shore

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