Best Investors Account Sign in

Best financial advisors in Crystal Springs, MS

Registered advisers within 25 miles of Crystal Springs, MS.

Offices
15
Firms
12
Combined AUM
$3.39T
Firm-wide filings, not assets booked only here
Clients
330K
329,874 clients when Item 5C has a number
Avg / client
$10.3M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CALTON & ASSOCIATES, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
KELLY CAPITAL GROUP, LLC
RUSSELL WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
MASCAGNI WEALTH MANAGEMENT, INC.
BRICK STREET FINANCIAL

Investors

JACK W GRIFFITH
JIMMY DWAYNE WHITE
Wendell D Godfrey
DENNIS M MEEK
JOSEPH MACON
William David Willoughby
STEVEN FRANKLIN SHARP
ETHAN J KELLY
GLOVER ALCORN RUSSELL
Michael Glenn Chandler
WILLIAM JOSEPH THOMPSON
Huiming Sun
RONALD DOUGLAS KYZAR
JULIUS RANDALL MASCAGNI
MATTHEW PATRICK BROWN
COLLIN MONROE MASCAGNI
Samuel A Buchanan
Ronald Craig Morton

Within 25 miles of Crystal Springs, MS, Best Investors lists 12 registered investment advisory firms with 15 offices nearby, managing about $3.39T in combined regulatory AUM across 329,874 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 Crystal Springs

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CALTON & ASSOCIATES, INC. 144 advisers $1.58B AUM 8 MASCAGNI WEALTH MANAGEMENT, INC. 4 advisers $425M AUM