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Best financial advisors in Vicksburg, MI

Registered advisers within 25 miles of Vicksburg, MI.

Offices
202
Firms
65
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,101,103 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
JOHN A. WOLFE & ASSOCIATES, INC.
HAVERDINK FINANCIAL MANAGEMENT, LLC
BRIGHT FINANCIAL ADVISORS, INC.
MERCER GLOBAL ADVISORS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INFINITY ADVISORY GROUP
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
PNC WEALTH MANAGEMENT LLC

Investors

Sharlee Nicole Zalewski
Sandra Marie DeVito
KRISTINA L LONEY
Jill Patricia Walsh
Matthew John Bolton
ANDREW DALE POULSEN
Evan Andrew Luebbehusen
John Andrew Fiore
BRIAN Anthony JAMES
JEROME RAYMOND KESSENICH
Jay Koski
JOHN ANTHONY WOLFE
Jonathan Garrett Haverdink
KEVIN DEAN HAVERDINK
ANDREW MICHAEL PRICE
BROOKES LAUREN WELC
Madeline Bradley
BRENT WALTER KERSTETTER
ELIZABETH FELICIA YUNKER
KRISTEN ANN CORDELL
LORI JO BUMGART
SCOTT MICHAEL WILLIAMS
Joshua Michael Davis
Zachary Petty
Jason Erhardt
VICTOR FRANCIS RUSSO
SHANE DAMIAN WINKELMANN
Brendan Lowry
Blake Andrew DeButch
GREGORY JOHN CHIMNER
CHRISTOPHER RICHARD MERRILL
ADAM JACOB SRMEK
TED NELSON HIMELHOCH
RYAN PATRICK SMEADER
GINNY SUE DELL
RYAN J SNYDER
BENJAMIN LORAIN TAYLOR
CARL AXEL HOLMGREN
Sarah Elizabeth Herwick
Enrique Tomas Domeier
MARK JOHN YATROS
JAMES FRANKLIN PARKER
ROGER MARK FINDER
KEVIN WARD MAZER
JAAKKO LAURI ROBERT KASKO
CARISSA DEANN HAGEN
Eber Horacio Alvarez Leos
EDWARD LEE KUHARSKI

Within 25 miles of Vicksburg, MI, Best Investors lists 65 registered investment advisory firms with 202 offices nearby, managing about $10.8T in combined regulatory AUM across 2,101,103 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 Vicksburg

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