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Best financial advisors in Carthage, MS

Registered advisers within 25 miles of Carthage, MS.

Offices
8
Firms
6
Combined AUM
$2.54T
Firm-wide filings, not assets booked only here
Clients
369K
369,426 clients when Item 5C has a number
Avg / client
$6.87M
Combined AUM ÷ clients

Nearby offices

Firms

GRADIENT ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
EDWARD JONES

Investors

William Christopher Hollingsworth
SCICILE DAWN LINDSAY
RYAN ALEX LINDSAY
BRIAN DAVIS
Terri Michelle Nicholson
AUBREY STEVEN RAWSON
WENDY STEEN THOMAS
ROBERT STUART MAC KENZIE
Sheridan Mitchell
Dorothy Parks
Karolina K Simmons
MATTIE CAROL HUDSON
WILLIE KEVIN VAUGHN
Tammye Alexander Jones

Within 25 miles of Carthage, MS, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $2.54T in combined regulatory AUM across 369,426 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 Carthage

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 GRADIENT ADVISORS, LLC 64 clients · 188 advisers $289M AUM