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Best financial advisors in Jackson, MS

Registered advisers within 25 miles of Jackson, MS.

Offices
162
Firms
82
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,683,653 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

KELLY CAPITAL GROUP, LLC
RUSSELL WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
LPL FINANCIAL LLC
LEFLEUR FINANCIAL
COMMONWEALTH FINANCIAL NETWORK
FIRST HEARTLAND CONSULTANTS, INC.
COKER & PALMER
GREEN TURTLE CAPITAL MANAGEMENT, LLC
OPTIMUM FINANCIAL SERVICES, LLC
TLG ADVISORS, INC.
VALMARK ADVISERS, INC.
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
BANKPLUS WEALTH ADVISORS
MCALLISTER CAPITAL MANAGEMENT

Investors

ETHAN J KELLY
GLOVER ALCORN RUSSELL
STEVEN FRANKLIN SHARP
WILKINS HENRY MONTGOMERY
Michael Glenn Chandler
JOSHUA LEE NORRIS
DAVID WILLIAM POLAND
ELIZABETH WILLIAMS REEVES
Robert D Turner
HARLAN LARRY FORTENBERRY
LORELI ANN GHEE
NATHAN LEWIS WOOD
BOBBY JOE MILES
JULIE COOPWOOD CARPENTER
JAMES DAVID COKER
WILLIAM ABSHER WOMACK
WILLIAM HUGH GARRARD
John Walter Garrard III
JOHN WALTER GARRARD
Weldon Williamson Doe
BRADY WILLIAM GRAY
Jonathan M Davis
Scott Taylor Marshall
Brent Lee Walker
Jesse Luke McCallister
SAMUEL HARDING HARRIS
DENNIS M MEEK
Frank R Smith
Spencer Nicolas Pipitone
Zachary Knight Israel
TONY DARREN EDWARDS
JULIA M OTT
JEFFREY SCOTT LOHMEIER
JAMES SANFORD CLARK
PATTI FAUST DALY
NATHAN HOWARD LUCAS
EARL LEE LAIRD
Andrew Thomas Hoeniges
Matthew Logan LaRochelle
MAEVE WILSON BEARD
JOHN WILLIAM LANG
TAMARA C KING
NANCY ELAINE LOAR
EDWIN GROVER EGGER
Charles Bradley Edmondson
Lyle Lester McAllister
SHELDON MILES FORD
LYLE LESTER MCALLISTER
NICK L MORGAN

Within 25 miles of Jackson, MS, Best Investors lists 82 registered investment advisory firms with 162 offices nearby, managing about $11.0T in combined regulatory AUM across 2,683,653 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 Jackson

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM