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Best financial advisors in Plattenville, LA

Registered advisers within 25 miles of Plattenville, LA.

Offices
58
Firms
23
Combined AUM
$3.89T
Firm-wide filings, not assets booked only here
Clients
814K
813,867 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CALLAIS CAPITAL MANAGEMENT, LLC
EAGLE STRATEGIES LLC

Investors

Ryne Samuel Simmons
CLIFTON NOEL OURSO
Matthew Charbel Leblanc
Ben Patrick Glueck
Eugene Wilton Fremaux
Hunter Chase Mullins
MITCHELL ANTHONY MULA
Ron James Becnel
Christopher Brian Poche
BART JAMES BROUSSARD
Brant Granger
Casey Rogers Granger
Michael Christopher Bordelon
BENTON T. AYO
CONNOR ANTHONY CUNEO
GREGORY ALAN FULCHER
Nicole Michelle Broussard
KRISTIN PARRISH LeBlanc
Anastasia Lynnette Stanley
John David Dawes
Anthony Vincent Tranchina
COREY JOSEPH CALLAIS
HAROLD JOSEPH CALLAIS
Holden Matthew Ferguson
WALTON JOHN GUIDRY
DOUGLAS PAUL ROBICHAUX
Lena Adams Cortez
Chase Adam Corte
SHAWN PATRICK HARRISON
DAVID W BRILEY
MITCHEL DOUGLAS PERTUIT

Within 25 miles of Plattenville, LA, Best Investors lists 23 registered investment advisory firms with 58 offices nearby, managing about $3.89T in combined regulatory AUM across 813,867 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 Plattenville

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM