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Best financial advisors in Richland, MS

Registered advisers within 25 miles of Richland, MS.

Offices
139
Firms
67
Combined AUM
$9.79T
Firm-wide filings, not assets booked only here
Clients
2.66M
2,664,272 clients when Item 5C has a number
Avg / client
$3.67M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
RUSSELL WEALTH MANAGEMENT, LLC
KELLY CAPITAL GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
EDWARD JONES
CALTON & ASSOCIATES, INC.
COMMONWEALTH FINANCIAL NETWORK
OPTIMUM FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VALMARK ADVISERS, INC.
MCALLISTER CAPITAL MANAGEMENT
COKER & PALMER
GREEN TURTLE CAPITAL MANAGEMENT, LLC
FIRST HEARTLAND CONSULTANTS, INC.
TLG ADVISORS, INC.
HARMON FINANCIAL ADVISORS, INC.

Investors

DENNIS M MEEK
Michael Glenn Chandler
GLOVER ALCORN RUSSELL
ETHAN J KELLY
STEVEN FRANKLIN SHARP
WILKINS HENRY MONTGOMERY
Wendell D Godfrey
JIMMY DWAYNE WHITE
JACK W GRIFFITH
DAVID WILLIAM POLAND
ELIZABETH WILLIAMS REEVES
WILLIAM HUGH GARRARD
John Walter Garrard III
JOHN WALTER GARRARD
JEFFREY ALAN ZACHARY
BRADY WILLIAM GRAY
Jonathan M Davis
Scott Taylor Marshall
Brent Lee Walker
Jesse Luke McCallister
Lyle Lester McAllister
SHELDON MILES FORD
LYLE LESTER MCALLISTER
LORELI ANN GHEE
NATHAN LEWIS WOOD
BOBBY JOE MILES
JULIE COOPWOOD CARPENTER
JAMES DAVID COKER
WILLIAM ABSHER WOMACK
Robert D Turner
HARLAN LARRY FORTENBERRY
Weldon Williamson Doe
WILLIAM PATRICK HARMON

Within 25 miles of Richland, MS, Best Investors lists 67 registered investment advisory firms with 139 offices nearby, managing about $9.79T in combined regulatory AUM across 2,664,272 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 Richland

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