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Best financial advisors in Cold Water, MS

Registered advisers within 25 miles of Cold Water, MS.

Offices
32
Firms
12
Combined AUM
$5.80T
Firm-wide filings, not assets booked only here
Clients
900K
900,001 clients when Item 5C has a number
Avg / client
$6.44M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
GAINSPOLETTI WEALTH PLANNERS
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC

Investors

THOMAS FRANK GIVENS
DAVID CLAY HORAN
Thomas DWIGHT Eldred
TERANCE KERMIT MORGAN
TERESA ANN BURNS
Jenna Lester
Zachary Harris Walker
Brandyn Halat Skeen
CHARLES EMERSON
LeTicia Eldred
Angela Carol Neyman
Tanya Crehan
STEVEN MARK WOMACK
DAVID LAMAR JAMES
FRANK GIVENS
James Zekharyah Davis
Matthew J Higdon
ALDEN SMALL
Alexander John Petersen
Matthew Joseph Kelso
Kristian Kelly
Lowell Franklin Fairley
Marcus Demon Johnson
William Butler
Melvin Lee Hungate
Ryan Michael Barnes

Within 25 miles of Cold Water, MS, Best Investors lists 12 registered investment advisory firms with 32 offices nearby, managing about $5.80T in combined regulatory AUM across 900,001 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 Cold Water

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM