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Best financial advisors in Altitude, MS

Registered advisers within 25 miles of Altitude, MS.

Offices
11
Firms
7
Combined AUM
$2.10T
Firm-wide filings, not assets booked only here
Clients
262K
262,421 clients when Item 5C has a number
Avg / client
$8.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.
CETERA INVESTMENT ADVISERS LLC
NFSG CORPORATION
LANGLEY WEALTH MANAGEMENT, LLC

Investors

Amy K Essary
Jeffrey Alan Moyers
JOHN MARK MCANALLY
JOSHUA MARK MCANALLY
BRANDON SCOTT MCANALLY
LORI BETH MCALPIN
SCOTT PAUL SAWYER
JONATHAN MARTIN MARSH
Steven Douglas Hefner
John Andrew Butler
CHARLES RAY COUNCE
TIMOTHY BRIAN CAMPBELL
Christopher Flint Marshall
Aaron Robert Hight
Pierce Scott Langley
BRIAN SCOTT LANGLEY
ZEB SAMUEL TAYLOR
Eric Michael Rutledge

Within 25 miles of Altitude, MS, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $2.10T in combined regulatory AUM across 262,421 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 Altitude

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 NFSG CORPORATION 82 advisers $1.08B AUM 6 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM 7 LANGLEY WEALTH MANAGEMENT, LLC 4 advisers $371M AUM