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Best financial advisors in Caledonia, MS

Registered advisers within 25 miles of Caledonia, MS.

Offices
18
Firms
13
Combined AUM
$3.27T
Firm-wide filings, not assets booked only here
Clients
265K
265,391 clients when Item 5C has a number
Avg / client
$12.3M
Combined AUM ÷ clients

Nearby offices

Firms

MAYERS INVESTMENT COMPANY, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IFG ADVISORY, LLC
SILVER OAK SECURITIES, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
VALMARK ADVISERS, INC.
LPL FINANCIAL LLC
FINANCIAL CONCEPTS
ROBERT W. BAIRD & CO. INCORPORATED
MML INVESTORS SERVICES, LLC

Investors

RICHARD M MAYERS
JEFFREY W CHASE
SUZETTE BURNS BATES
MORGAN BAIN NICKELS
DANETTE WEST STARKS
ERNEST MARTIN BLACKBURN
Alex Justin Holliman
Dennis Edward Holliman
TONY RANDAL JACKSON
STEVAN LENOIR BLACK
Nolan Allen Bowen
Randall Matthew Rollins
Michael Tanner Ivey
Austin Reid Hulsey
AMY ELIZABETH SHELTON
WILLIAM JAMES BALLARD
John Michael Prince
Michael Tyler Covington
Joshua Hays Read
SCOTT TODD FERGUSON
Felice Rosanne Olmos
Sawyer Rias Brown
Michael David Black
Kristen Nicole Kunz
LAURIE HORN STEVENSON
Jason Alexander Heleniak
JERRY LYNN TONEY
REBECCA L MAURER
FRED EUGENE NABORS
John Patrick Castleman

Within 25 miles of Caledonia, MS, Best Investors lists 13 registered investment advisory firms with 18 offices nearby, managing about $3.27T in combined regulatory AUM across 265,391 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 Caledonia

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM