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Best financial advisors in Lake Cormorant, MS

Registered advisers within 25 miles of Lake Cormorant, MS.

Offices
274
Firms
134
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,569,287 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

ALDEN SMALL
William Butler
HUBBARD FITZGERALD BURGESS
MICHAEL JOHN FREDI
Christopher Wayne Jeans
CHARLES EMERSON
Jenna Lester
Zachary Harris Walker
Lowell Franklin Fairley
Misty Darlene Rosser-White
Angela Carol Neyman
Thomas DWIGHT Eldred
TERANCE KERMIT MORGAN
TERESA ANN BURNS
LeTicia Eldred
Brandyn Halat Skeen
Tanya Crehan
STEVEN MARK WOMACK
DAVID LAMAR JAMES
FRANK GIVENS
James Zekharyah Davis
Matthew J Higdon
Alexander John Petersen
Matthew Joseph Kelso
Kristian Kelly
GERALD MICHAEL LOVETT
ERIC VINCENT BAERTELS
MICHAEL ZEPATOS

Within 25 miles of Lake Cormorant, MS, Best Investors lists 134 registered investment advisory firms with 274 offices nearby, managing about $12.1T in combined regulatory AUM across 1,569,287 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 Lake Cormorant

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