Best financial advisors in Athens, TN

Registered advisers within 25 miles of Athens, TN.

Offices

43

Firms

14

Combined AUM

$3.28T

Firm-wide filings, not assets booked only here

Clients

596K

596,328 clients when Item 5C has a number

Avg / client

$5.50M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2418 CONGRESS PKWY S #2
ATHENS, TN 37303-2822

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

603 N. JACKSON STREET
ATHENS, TN 37303

CAPITAL SQUARE, LLC

1 WEST COLLEGE ST SUITE 4
ATHENS, TN 37303

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

8 E Washington Ave.
Athens, TN 37303

EDWARD JONES

10 N WHITE STREET
ATHENS, TN 37303

EQUITABLE ADVISORS, LLC

106 E WASHINGTON AVE
ATHENS, TN 37303

EDWARD JONES

211 E Washington Avenue
ATHENS, TN 37303

STATE FARM INVESTMENT MANAGEMENT CORP.

105 Elizabeth St Ste 39
Athens, TN 37303

EDWARD JONES

582 CONGRESS PKWY S
ATHENS, TN 37303

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

400-A Tennessee Ave. Ste. 1
Etowah, TN 37331

10.3 miles away

CETERA INVESTMENT ADVISERS LLC

401 N MAIN ST
SWEETWATER, TN 37874

14.8 miles away

LPL FINANCIAL LLC

107 W NORTH ST
SWEETWATER, TN 37874

14.9 miles away

EDWARD JONES

119 PEDIGO ROAD, SUITE E
MADISONVILLE, TN 37354

18.2 miles away

EDWARD JONES

4641 N LEE HWY
CLEVELAND, TN 37312-4042

EDWARD JONES

FARMLAND CORNER 112 STUART ROAD NORTHEAST
CLEVELAND, TN 37312

20.3 miles away

SOLID ROCK INVESTMENT ADVISORY LLC

1510 STUART RD NE STE 204C
CLEVELAND, TN 37312

20.5 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1510 Stuart Road NE
Cleveland, TN 37312

20.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

4363 Ocoee St N Ste 1
Cleveland, TN 37312

20.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

188 Old Mouse Creek Rd NW
Cleveland, TN 37312

20.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

4363 NORTH OCOEE STREET SUITE 1
CLEVELAND, TN 37312

20.7 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAPITAL SQUARE, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

EQUITABLE ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

SOLID ROCK INVESTMENT ADVISORY LLC

THRIVENT INVESTMENT MANAGEMENT INC.

Investors

SKIDMORE CAMM GARRETT

JEFFREY GUY SHELTON

Richard Guy Shelton

NOTLEY SIDNEY MADDOX

John Frederick Wallace

Cody Emerson Burrell

Jordan Kathryn Johnston

FRED SCOTT BURKE

Murray Holland Willis

Erica Nichole Croomes

Edward Augustis Boyd Hall

Kathryn Elizabeth Loftis

William Bruce Patteson

Jordan Perleoni

ANDREW JARRAT CLARK

DEREK GATES DIETERICH

JAMES ROBERT FAIRWEATHER

Taylor James Fairweather

Jeremy Niles Loftis

David Bruce Browand

Christopher T Robinson

VICTOR GABRIEL BOLTNIEW

William David Roebuck

RAMANN Satyam Kakani NALLAMALA

THOMAS WILLIFORD THOMAS

CORNELE KERSEY THOMAS

Within 25 miles of Athens, TN, Best Investors lists 14 registered investment advisory firms with 43 offices nearby, managing about $3.28T in combined regulatory AUM across 596,328 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 Athens

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM