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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

COMMONWEALTH FINANCIAL NETWORK
OPTIMUM FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
HARMON FINANCIAL ADVISORS, INC.
PFS INVESTMENTS INC.
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
RUSSELL WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
KELLY CAPITAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BRICK STREET FINANCIAL
MASCAGNI WEALTH MANAGEMENT, INC.

Investors

DAVID WILLIAM POLAND
ELIZABETH WILLIAMS REEVES
WILLIAM HUGH GARRARD
John Walter Garrard III
JOHN WALTER GARRARD
RODNEY N BROWN
PATRICK NEAL BROOME
TYLER LEE HENDRIX
Kade Clinton
Ronald Kyle Clark
JOSEPH MIKE CLINTON
HOWARD MALCOLM HOUSTON
McWillie Robinson
Jonathan Phillip Grantham
Samuel Peacock
MARK DANIEL BALDWIN
Jeremy Randy Gordon
Ronald Kyle Clark
Samuel Thomas Weir
JOSEPH ROBERT BROWN
Maxwell Rhodes Rogers
WILLIAM PATRICK HARMON
Austin James Parker
MICHAEL ANTHONY HUMPHREYS
WILKINS HENRY MONTGOMERY
GLOVER ALCORN RUSSELL
STEVEN FRANKLIN SHARP
ETHAN J KELLY
Cindee Marie Herlocker
WILLIAM JOSEPH THOMPSON
Ronald Craig Morton
Michael Glenn Chandler
JULIUS RANDALL MASCAGNI
MATTHEW PATRICK BROWN
COLLIN MONROE MASCAGNI
Samuel A Buchanan

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