Best financial advisors in Houlka, MS

Registered advisers within 25 miles of Houlka, MS.

Offices

33

Firms

21

Combined AUM

$5.91T

Firm-wide filings, not assets booked only here

Clients

552K

551,700 clients when Item 5C has a number

Avg / client

$10.7M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

117 N Jackson St Ste 2A
Houston, MS 38851

11.7 miles away

PFS INVESTMENTS INC.

21 LAFAYETTE ST STE A
PONTOTOC, MS 38863

13.5 miles away

FIRST HEARTLAND CONSULTANTS, INC.

8 E MARION ST
PONTOTOC, MS 38863

13.5 miles away

EDWARD JONES

12 EAST MARION STREET
PONTOTOC, MS 38863

13.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

32 E Marion St
Pontotoc, MS 38863

13.5 miles away

PFS INVESTMENTS INC.

17 W REYNOLDS ST STE B
PONTOTOC, MS 38863

13.5 miles away

PFS INVESTMENTS INC.

17 WEST REYNOLDS ST
PONTOTOC, MS 38863

13.5 miles away

OSAIC WEALTH, INC.

208 NORTH MAIN STREET SUITE 101
CALHOUN CITY, MS 38916

20.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1529 Cliff Gookin Blvd.
Tupelo, MS 38801

20.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1915 Cliff Gookin Blvd
Tupelo, MS 38801

20.7 miles away

EDWARD JONES

3558 W Main St Suite E
Tupelo, MS 38801

21.4 miles away

EDWARD JONES

106 EAST MAIN STREET SUITE A
TUPELO, MS 38804

21.5 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

144 SOUTH THOMAS STREET SUITE 106
TUPELO, MS 38801

22.4 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

144 S THOMAS ST
TUPELO, MS 38801

22.4 miles away

PARK AVENUE SECURITIES LLC

86 S Thomas Street Suite A
Tupelo, MS 38801

22.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

607-B West Main Street
Tupelo, MS 38804

24.1 miles away

TLG ADVISORS, INC.

95 S Green Street
Tupelo, MS 38804

24.3 miles away

MWA FINANCIAL SERVICES INC.

704 N GLOSTER STREET SUITE 2C
TUPELO, MS 38804

24.3 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

400 S BROADWAY St
TUPELO, MS 38804

24.3 miles away

RAYMOND JAMES & ASSOCIATES, INC.

322 W. Main St.
Tupelo, MS 38804

24.3 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

PFS INVESTMENTS INC.

FIRST HEARTLAND CONSULTANTS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PARK AVENUE SECURITIES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TLG ADVISORS, INC.

MWA FINANCIAL SERVICES INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

Investors

Anna Grace Reed Burton

RAYMOND TIM HISAW

JOHN BRADLEY LIGON

John Mark Bourne

Conrad Walker Adams

CHRISTOPHER CRAIG JONES

CHRISTOPHER MCCRORY

SHELLE LINDSAY RAMAGE

ARTHUR MARTIN ZEIDMAN

Anthony Gillespie Gaines

James Frederick Rose

Shye Wesley Link

AUSTIN WADE HARRELSON

Stacey Rene Myrick

Caley Lang Chrismond

William Scott Collins

JOHN MARK HOLLIDAY

NEAL JOHN CLEMENT

THOMAS LADELL BOYD

Marisa B Dollard

Johnny Farris Leech

JERRY WAYNE AVERETT

WESLEY HAROLD JONES

Nicholas Demoran

Within 25 miles of Houlka, MS, Best Investors lists 21 registered investment advisory firms with 33 offices nearby, managing about $5.91T in combined regulatory AUM across 551,700 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 Houlka

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM