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Best financial advisors in Winona, MS

Registered advisers within 25 miles of Winona, MS.

Offices
6
Firms
5
Combined AUM
$1.35T
Firm-wide filings, not assets booked only here
Clients
59.3K
59,308 clients when Item 5C has a number
Avg / client
$22.8M
Combined AUM ÷ clients

Nearby offices

Firms

MWA FINANCIAL SERVICES INC.
CETERA INVESTMENT ADVISERS LLC
BARNES PETTEY FINANCIAL ADVISORS, LLC
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC

Investors

Shed Hill Hunger
ALFRED LEON BRASSFIELD
EDDIE KEVIN CARNATHAN
GERALD ARTHUR SMITH
James Dudley Hutchinson
John Melvin Farrish
Raymond Keith Bloodworth
Jenny Herron
WILLIAM E GOFF

Within 25 miles of Winona, MS, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $1.35T in combined regulatory AUM across 59,308 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 Winona

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 4 BARNES PETTEY FINANCIAL ADVISORS, LLC 95 clients · 8 advisers $1.31B AUM 5 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM