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Best financial advisors in Oxford, MS

Registered advisers within 25 miles of Oxford, MS.

Offices
35
Firms
22
Combined AUM
$5.15T
Firm-wide filings, not assets booked only here
Clients
507K
506,659 clients when Item 5C has a number
Avg / client
$10.2M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
ROBERT W. BAIRD & CO. INCORPORATED
ADDICUS ADVISORY, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARDY REED, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
ADVISOR RESOURCE COUNCIL
WELLS FARGO CLEARING SERVICES, LLC
EVERSOURCE WEALTH ADVISORS, LLC
PARK AVENUE SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

FRED ALLEN BELL
WILLIAM CODY GILES
DAVID LOGAN MCPHAIL
Charles William Francis
James Carroll Langley
Richard J Earnest
JEFFREY WAYNE GRIFFIN
CHRISTOPHER ROBERT COLE
RYAN SETH KELLY
Samuel Hardage Webb
Mark C Sudduth
JAMES RICHARD CARR
William Wyatt Lipsey
Lee Richard Gabardi
MARGARET WILSON JUSTUS
Gary Michael Wilson
KENNETH WAYNE PARKINSON
JOHN CAZORT HARDY
CHARLES DAVID SHERMAN
DAVID LINDSAY REID
Jonathan E Randolph
THOMAS RICHARD DAVIS
THOMAS EARL CHANDLER
ALLEN REID KIMBRELL
RICHARD CLYDE HASTINGS
SUSAN CHRESTMAN BOYD
JOSEPH ALLEN SIMPSON
Bradley Dees Mayo
John Paul Gunn
JOHN MARSHALL RUSSELL
JOHN P HENSON
DOUGLAS WILLIAM ATKINSON
ANDREW B ADAMS
Taylor Edwin Main

Within 25 miles of Oxford, MS, Best Investors lists 22 registered investment advisory firms with 35 offices nearby, managing about $5.15T in combined regulatory AUM across 506,659 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 Oxford

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM