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Best financial advisors in Olive Branch, MS

Registered advisers within 25 miles of Olive Branch, MS.

Offices
364
Firms
165
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,753,664 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
BATTELL HOLDINGS MANAGEMENT, LLC
FAMILY WMS, LLC

Investors

Thomas David McNeely
Benjamin L Watts
Brett Andrew Thompson
Angela Carol Neyman
CAROLINE RUFF BURNS
Melvin Lee Hungate
Ryan Michael Barnes
Marcus Demon Johnson
JOHATHAN ELLIS CHANDLER
Tanya Crehan
STEVEN MARK WOMACK
DAVID LAMAR JAMES
FRANK GIVENS
James Zekharyah Davis
Matthew J Higdon
Alexander John Petersen
Matthew Joseph Kelso
Kristian Kelly
DAREL ANNISE MITCHELL
William R Havener
HASAN ALI SAADOON AL-KHOJA
AUDREY MARUNDIA MILLER-OKHIRIA
TERRANCE NICHOLAS HOLLOWAY
MICHAEL JOHN FREDI
MICHAEL EUGENE WINEMILLER
BRANDON BURDETT PORTER
LAURENCE VINCENT PLUMMER, JR
JAMES ALVIN SHELBY
JASON A SHELBY
SCOTT ALAN SHOWS
STEPHEN EUGENE HOUSE

Within 25 miles of Olive Branch, MS, Best Investors lists 165 registered investment advisory firms with 364 offices nearby, managing about $14.1T in combined regulatory AUM across 2,753,664 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 Olive Branch

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM