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Best financial advisors in Carpenter, MS

Registered advisers within 50 miles of Carpenter, 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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CORE ADVISORY GROUP
PATHWAY PLANNING INC
AMERIPRISE FINANCIAL SERVICES, LLC
CALTON & ASSOCIATES, INC.
WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
MASCAGNI WEALTH MANAGEMENT, INC.

Investors

Daniel Kenneth Daily
Daniel S Daily
WILLIAM MARION ROBERSON
FRANCIS MARION BIEDENHARN
BRIAN KEITH WEST
Samuel Jacob Porter
Leonard Ryan Lee
DONNA HEERN HALFORD
DIANE KEMP
Wayne Vincent Pratt
Korey White
Jesiah Thomas Blauw
MICHAEL WAYNE LAND
CARL JACKSON AYCOCK
JOHN EDGAR LYNCH
MINDY HEDGEPETH SMITH
Glenn Grady Driskell
JACK W GRIFFITH
JIMMY DWAYNE WHITE
Huiming Sun
William David Willoughby
JOSEPH MACON
RONALD DOUGLAS KYZAR
JULIUS RANDALL MASCAGNI
MATTHEW PATRICK BROWN
COLLIN MONROE MASCAGNI
Samuel A Buchanan

Within 50 miles of Carpenter, 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 Carpenter

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