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Best financial advisors in Edwards, MS

Registered advisers within 25 miles of Edwards, MS.

Offices
20
Firms
12
Combined AUM
$2.58T
Firm-wide filings, not assets booked only here
Clients
120K
120,274 clients when Item 5C has a number
Avg / client
$21.5M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

BRIAN KEITH WEST
Huiming Sun
DONNA HEERN HALFORD
WILLIAM MARION ROBERSON
FRANCIS MARION BIEDENHARN
Samuel Jacob Porter
Leonard Ryan Lee
Daniel Kenneth Daily
Daniel S Daily
DIANE KEMP
William David Willoughby
JULIUS RANDALL MASCAGNI
MATTHEW PATRICK BROWN
COLLIN MONROE MASCAGNI
Samuel A Buchanan
Wayne Vincent Pratt
RONALD DOUGLAS KYZAR
Ronald Craig Morton
WILLIAM JOSEPH THOMPSON
Cindee Marie Herlocker
JOSEPH MACON
JACK W GRIFFITH
JIMMY DWAYNE WHITE
STEVEN FRANKLIN SHARP
ETHAN J KELLY
GLOVER ALCORN RUSSELL

Within 25 miles of Edwards, MS, Best Investors lists 12 registered investment advisory firms with 20 offices nearby, managing about $2.58T in combined regulatory AUM across 120,274 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 Edwards

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 CALTON & ASSOCIATES, INC. 144 advisers $1.58B AUM 8 MASCAGNI WEALTH MANAGEMENT, INC. 4 advisers $425M AUM