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Best financial advisors in Southaven, MS

Registered advisers within 25 miles of Southaven, MS.

Offices
365
Firms
164
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.58M
2,582,015 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

William Butler
Lowell Franklin Fairley
ALDEN SMALL
HUBBARD FITZGERALD BURGESS
MICHAEL JOHN FREDI
Alexander John Petersen
Matthew Joseph Kelso
Kristian Kelly
James Zekharyah Davis
Matthew J Higdon
FRANK GIVENS
STEVEN MARK WOMACK
DAVID LAMAR JAMES
Tanya Crehan
Christopher Wayne Jeans
Misty Darlene Rosser-White
Marcus Demon Johnson
Melvin Lee Hungate
Ryan Michael Barnes
CAROLINE RUFF BURNS
Brett Andrew Thompson
Angela Carol Neyman
Thomas David McNeely
Benjamin L Watts

Within 25 miles of Southaven, MS, Best Investors lists 164 registered investment advisory firms with 365 offices nearby, managing about $14.1T in combined regulatory AUM across 2,582,015 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 Southaven

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