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Best financial advisors in Zachary, LA

Registered advisers within 25 miles of Zachary, LA.

Offices
224
Firms
78
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.64M
1,640,760 clients when Item 5C has a number
Avg / client
$6.25M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
SENIOR ADVISORY GROUP, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PROSTATIS FINANCIAL ADVISORS GROUP
LPL ENTERPRISE, LLC

Investors

Daniel T Gomez
Noah Marks
RODNEY SAMUEL JOHNSON
BONNIE DOMANGUE LEERKES
RACHEL MENGE PARTIN
David Blaine Gomez
Alexis Hart Carrasquel
Joseph Bernard Robins
RICKIE PANELLO JOHNSON
Lance Reed Moulin
SHANE ELDEN EARLE
Ron Evins Robinson
Christopher Allen Baker
Justin Tersteeg
Kelly Renee York-Lastrapes
Heather Rosenthal Krause
Jeramie M Anderson
Gregg Mark Dubroc
TRAVIS PATRICK SHEPHERD
Trent Matthew Willis
Christopher Wayne Choate
Kara Lane Kepper
Erica Lynn Rasti
Mikayla Joanine Bates
BRIAN P BOWMAN
Derek Matthew Planchet
BINGHAM ALVERY BOUDREAUX
Michel Banks Woods
JAMIELLE WILTZ
Thomas Ellis Lee
HUANG JUN LEE
TYLER COLE MECHE
CLAIRE HILL
Cedric Lewis
Shakur Alexander Trammel
ASHLEY RASHEDA OSBORNE
john Robert Zimek
Ralph W Lunt
PROSPER JOHNIKIN
Jason William Cormier
Anthony Lamar Dean
James Matthew Smythwood
CAMERON MATTHEW MAZOUE
STORM WARREN
Patrick Quinn Hannie
JAMES DARREN BROWNING
MICHAEL ANTHONY LOOLARA

Within 25 miles of Zachary, LA, Best Investors lists 78 registered investment advisory firms with 224 offices nearby, managing about $10.2T in combined regulatory AUM across 1,640,760 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 Zachary

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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