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Best financial advisors in Madison, MS

Registered advisers within 25 miles of Madison, MS.

Offices
160
Firms
76
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,672,328 clients when Item 5C has a number
Avg / client
$3.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
PEREGRINE INVESTMENT ADVISORS, LLC
VALMARK ADVISERS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MML INVESTORS SERVICES, LLC
SOUND FINANCIAL STRATEGIES GROUP, LLC
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
FHZ WEALTH MANAGEMENT, LLC
SMITH SHELLNUT WILSON
PARK AVENUE SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC

Investors

Charles Bradley Edmondson
Richard Arlan Scarbrough
Dawson R Cudd
Gregory Joseph Gussio
Linda Machelle Hinton
Michael Joseph Zito
SHANNON DOTSON WADDELL
John Kennedy Nowell
Julie Christine Murphy
MATTHEW JOSEPH GUILLORY
KEVIN JAMES ANTHONY
Kevin James Anthony
JOHN O'DONNELL KNOX
Joanna Ayers Greene
Richard Kirkland McRee
Mark Majure McRee
James Moritsugu
Robert Gary Dye
GEORGE BAILEY PICKETT
ROBERT HARDEMAN BRADFORD
CHRISTOPHER CAREY JOHNSTON
RALPH LAWRENCE PEEPLES
MARCUS DARWESHI TURNER
RACHANA PURI
JOHN JORDAN
Joel R Holden
Christine Catherine Cole
Laura Ellen Herrington
jerry van grantham
Jett Douglas Stuart
VERNON ROBERT REINIKE
Edward Michael Prybylski
WILLIAM CLARK SMITH
ROBIN DOOLITTLE COVINGTON
WOODROW JASON QUIN
RODNEY ALFORD LITTLE
Carolyn Renee McLemore
Charles Steven Brown
FRANK HOWARD ZITO
John A Wall
WILLIAM CHADWICK MCKEITHEN
Kevin Patrick Fitzsimmons
BELINDA ANN FIELDS
WILLIAM PARKS JOHNSON, JR.
Robert Brian Fioretti
Ebonie Maria Hackett
FRANK WINBOURNE SMITH
FRANK WINBOURNE SMITH
DAVID DODD WILLIAMS
Lauren Brittany Eikner
MATTHEW THOMPSON
James Russell Guess
Vance Albert Richard
DERRICK FREEMAN
CAMILLE J ALLEN-SNYDER
DAVID BENNETT ALLEN
RYAN DALE MCKIBBEN

Within 25 miles of Madison, MS, Best Investors lists 76 registered investment advisory firms with 160 offices nearby, managing about $10.1T in combined regulatory AUM across 2,672,328 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 Madison

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