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Best financial advisors in Taska, MS

Registered advisers within 25 miles of Taska, MS.

Offices
318
Firms
152
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.58M
2,581,855 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
LPL ENTERPRISE, LLC
PRINCIPAL SECURITIES, INC.
EDWARD JONES
TLG ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SEGO WEALTH MANAGEMENT, LLC

Investors

GARY STUART DERING
AMIN MULJI
SHAWN JAMES BOUTON
Alec Shawn Bouton
PAMELA DATISSNA PITTS
JERRY ELDON MILLIGAN
MATTHEW DAVID YOKIE
Gerald King Emerson
JOSHUA BARRY MURPHEY
William Donavan Krag
John Clifton Parks
Jeffrey Allen Elsworth
Bruce Martin
Charles Auerbach
Stephen Douglass Stamps
Devin A Jackson
Brenda Seeger
RONALD W RHEA
JEFFREY NELMS BOONE
CHRISTOPHER MICHAEL HICKS
Hunter Franklin Buatt
WILLIAM KENTON COLLINS
Charles Walker Sudduth
JAMES ANDREW SEGO
DAVID WILKINS LOFTON
WILLIAM KELLY KIRKSEY
Brad Harris
Kevin Sheldon Baltier
Connor Joseph McDowell
Jaime S Munz

Within 25 miles of Taska, MS, Best Investors lists 152 registered investment advisory firms with 318 offices nearby, managing about $14.1T in combined regulatory AUM across 2,581,855 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 Taska

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