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Best financial advisors in Batesville, MS

Registered advisers within 25 miles of Batesville, MS.

Offices
16
Firms
11
Combined AUM
$2.81T
Firm-wide filings, not assets booked only here
Clients
522K
522,398 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

HARTMAN, WILLIAM DENTON
EDWARD JONES
EAGLE STRATEGIES LLC
FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
ADDICUS ADVISORY, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

WILLIAM DENTON HARTMAN
Stephen Wilson Whatley
William Bert Langley
Brett Waller Rosson
HEATH B HOUSTON
James Edwin Gunn
John Paul Gunn
DON L. FRUGE
DON L. FRUGE
ANDREA SKELTON EPES
DAVID CLAY HORAN
THOMAS FRANK GIVENS
WILLIAM JOEL BELL
John Reid Pendley
WILLIAM STIRLING PITTMAN
ANDREW SHULL
Bennett Lewis Shull
Taylor Edwin Main
ANDREW B ADAMS
DOUGLAS WILLIAM ATKINSON
James Carroll Langley
JAMES RICHARD CARR
William Wyatt Lipsey
Lee Richard Gabardi
FRED ALLEN BELL
WILLIAM CODY GILES
DAVID LOGAN MCPHAIL
Charles William Francis

Within 25 miles of Batesville, MS, Best Investors lists 11 registered investment advisory firms with 16 offices nearby, managing about $2.81T in combined regulatory AUM across 522,398 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 Batesville

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM