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Best financial advisors in Bentley, MS

Registered advisers within 25 miles of Bentley, MS.

Offices
10
Firms
7
Combined AUM
$3.00T
Firm-wide filings, not assets booked only here
Clients
443K
443,379 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
PHILLIPS WEALTH PLANNERS LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Investors

Anna Grace Reed Burton
HUBERT RAY PARISH
ARTHUR MARTIN ZEIDMAN
LAUREN CASTLE BLACK
LYNN MARIE PHILLIPS-GAINES
LAWRENCE EDWARD MULLINS
Sarah Owens Denley
DIANE MARIE BARDON
Catherine Rowe ROBINSON
Mitchell Frank Griffin
BRIAN SCOTT LESLEY
William Zachary Disbrow
Gregory Alan Bowen
Matthew G Bowen
CURTIS EDWARD MCNEAL
CARRIE-BETH MCNEAL RANDALL
KELLY HESTER CUTSHALL

Within 25 miles of Bentley, MS, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $3.00T in combined regulatory AUM across 443,379 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 Bentley

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 PHILLIPS WEALTH PLANNERS LLC 2 advisers $341M AUM