Best Financial Advisors in Meridian, MS

Offices

Firms

Combined AUM

$5.16T

Firm-wide filings, not assets booked only here

Clients

211K

211,470 clients when Item 5C has a number

Avg / client

$24.4M

Combined AUM ÷ clients

Nearby offices

SUMMIT WEALTH GROUP

4815 NORTH PARK DRIVE
MERIDIAN, MS 39305

Firms

SUMMIT WEALTH GROUP

Investors

LACEY ANNE MORRISON

Within 25 miles of Meridian, MS, Best Investors lists 13 registered investment advisory firms with 21 offices nearby, managing about $5.16T in combined regulatory AUM across 211,470 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 Meridian

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM

Nearby offices

SUMMIT WEALTH GROUP

Firms

Investors

Largest firms in Meridian