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Best financial advisors in Learned, MS

Registered advisers within 25 miles of Learned, MS.

Offices
118
Firms
64
Combined AUM
$9.74T
Firm-wide filings, not assets booked only here
Clients
2.66M
2,664,260 clients when Item 5C has a number
Avg / client
$3.65M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Huiming Sun
William David Willoughby
RONALD DOUGLAS KYZAR
JULIUS RANDALL MASCAGNI
MATTHEW PATRICK BROWN
COLLIN MONROE MASCAGNI
Samuel A Buchanan
JOSEPH MACON
Ronald Craig Morton
WILLIAM JOSEPH THOMPSON
JACK W GRIFFITH
Cindee Marie Herlocker
JIMMY DWAYNE WHITE
STEVEN FRANKLIN SHARP
ETHAN J KELLY
GLOVER ALCORN RUSSELL
DENNIS M MEEK
JOSHUA LEE NORRIS
WILKINS HENRY MONTGOMERY
Michael Glenn Chandler
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
JACQUELINE J JEFFERSON
DARRYL ARTHUR ULMER

Within 25 miles of Learned, MS, Best Investors lists 64 registered investment advisory firms with 118 offices nearby, managing about $9.74T in combined regulatory AUM across 2,664,260 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 Learned

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM