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Best financial advisors in Terry, MS

Registered advisers within 25 miles of Terry, MS.

Offices
88
Firms
50
Combined AUM
$7.58T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,554,946 clients when Item 5C has a number
Avg / client
$2.97M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CALTON & ASSOCIATES, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
KELLY CAPITAL GROUP, LLC
OSAIC WEALTH, INC.
RUSSELL WEALTH MANAGEMENT, LLC
BRICK STREET FINANCIAL
WEALTH MANAGEMENT, LLC
MASCAGNI WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
LEFLEUR FINANCIAL
COMMONWEALTH FINANCIAL NETWORK
OPTIMUM FINANCIAL SERVICES, LLC

Investors

JACK W GRIFFITH
JIMMY DWAYNE WHITE
JOSEPH MACON
Wendell D Godfrey
DENNIS M MEEK
William David Willoughby
WILLIAM JOSEPH THOMPSON
STEVEN FRANKLIN SHARP
ETHAN J KELLY
RONALD DOUGLAS KYZAR
GLOVER ALCORN RUSSELL
Ronald Craig Morton
Huiming Sun
JULIUS RANDALL MASCAGNI
MATTHEW PATRICK BROWN
COLLIN MONROE MASCAGNI
Samuel A Buchanan
Michael Glenn Chandler
Cindee Marie Herlocker
WILKINS HENRY MONTGOMERY
JOSHUA LEE NORRIS
DAVID WILLIAM POLAND
ELIZABETH WILLIAMS REEVES
WILLIAM HUGH GARRARD
John Walter Garrard III
JOHN WALTER GARRARD

Within 25 miles of Terry, MS, Best Investors lists 50 registered investment advisory firms with 88 offices nearby, managing about $7.58T in combined regulatory AUM across 2,554,946 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 Terry

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM