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Best financial advisors in Brookhaven, MS

Registered advisers within 25 miles of Brookhaven, MS.

Offices
11
Firms
7
Combined AUM
$2.90T
Firm-wide filings, not assets booked only here
Clients
368K
368,256 clients when Item 5C has a number
Avg / client
$7.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CORE ADVISORY GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
PATHWAY PLANNING INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Investors

Jesiah Thomas Blauw
Korey White
Glenn Grady Driskell
JOHN EDGAR LYNCH
MINDY HEDGEPETH SMITH
MICHAEL WAYNE LAND
CARL JACKSON AYCOCK
JEFF S WEBB
CHADWICK ALTON LINDSEY
Marlon Richardson
JAMES LAVERNE STONE
SAMANTHA KAYE ALBERSON

Within 25 miles of Brookhaven, MS, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $2.90T in combined regulatory AUM across 368,256 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 Brookhaven

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 CORE ADVISORY GROUP 14 clients · 10 advisers $338M AUM 7 PATHWAY PLANNING INC 2 advisers $11.6M AUM