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Best financial advisors in Charleston, MS

Registered advisers within 25 miles of Charleston, MS.

Offices
5
Firms
4
Combined AUM
$1.35T
Firm-wide filings, not assets booked only here
Clients
59.3K
59,257 clients when Item 5C has a number
Avg / client
$22.8M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BARNES PETTEY FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

James Dudley Hutchinson
GERALD ARTHUR SMITH
WILLIAM E GOFF
John Melvin Farrish
Raymond Keith Bloodworth
Jenny Herron
ALFRED LEON BRASSFIELD
EDDIE KEVIN CARNATHAN

Within 25 miles of Charleston, MS, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $1.35T in combined regulatory AUM across 59,257 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 Charleston

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 4 BARNES PETTEY FINANCIAL ADVISORS, LLC 95 clients · 8 advisers $1.31B AUM