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Best financial advisors in CARLISLE, MS

Registered advisers within 50 miles of CARLISLE, MS.

Offices
120
Firms
62
Combined AUM
$9.60T
Firm-wide filings, not assets booked only here
Clients
2.58M
2,580,201 clients when Item 5C has a number
Avg / client
$3.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HARMON FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
NEW PERSPECTIVES, INC.
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
ELEMENT WEALTH, LLC

Investors

McWillie Robinson
Sabra Michele Hester
WILLIAM PATRICK HARMON
Austin James Parker
MICHAEL ANTHONY HUMPHREYS
JOSHUA RYDER TAFF
James Raymond Gerhart
Meredith Parker Drake DeLaune
NANCY LOTTRIDGE ANDERSON
Richard Arlan Scarbrough
MAURY BRICKELL BREAZEALE
Samuel Thomas Weir
JOSEPH ROBERT BROWN
RODNEY N BROWN
PATRICK NEAL BROOME
TYLER LEE HENDRIX
Kade Clinton
Ronald Kyle Clark
JOSEPH MIKE CLINTON
JEFFREY ALAN ZACHARY
Benjamin Oscar Brown
THOMAS CHRISTOPHER IRBY
Maxwell Rhodes Rogers
JOHN SCOTT HARVEY
JEANNE CASSIBRY BURNS
MONTYNE KING CLAY
TOM SAYRE DAVENPORT
Ellen McCool Hazlewood
HENRY M DRAKE
David Hull Bolls
Jeremy Martin Nelson
Sarah Robinson Pehler
DAVID SATTERFIELD MORSE
JEREMY LEWAYNE YANCEY
Juli-Ann Lenora Marquette
Hayes Anthony Puckett
DANNY COLLINS WILLIAMS
JAMES PAUL BAILEY
ANDREW EDWARD GAY

Within 50 miles of CARLISLE, MS, Best Investors lists 62 registered investment advisory firms with 120 offices nearby, managing about $9.60T in combined regulatory AUM across 2,580,201 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 CARLISLE

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM