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Best financial advisors in Castalian Springs, TN

Registered advisers within 25 miles of Castalian Springs, TN.

Offices
118
Firms
36
Combined AUM
$7.19T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,035,327 clients when Item 5C has a number
Avg / client
$6.95M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PAUL WINKLER, INC.
EDWARD JONES
MERCER GLOBAL ADVISORS INC.
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
MODICA FINANCIAL SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

CHESTER WAGGONER
ANNA MURRAY STEPHENS
JONATHAN MORRIS WALKER
Alex Hayes Wakefield
Peter Alba Trice
Linda Murphy
Michael Jones Caron
FRANK FERRELL BOWLING
SCOTT THOMAS PASCHAL
Darrin Leon Wiseman
SCOTT TRACY WETTENGEL
CHRIS ROBERTSON KIMLER
Jason R Holland
Felipe Antonio Gonzalez
Laura Headley Warren
Christopher Michael Rittenberry
John Dallas Lankford
JEANNIE BULLARD GREGORY PATTERSON
MARILEE ANN THOMSON
JAMES WILSON POWELL
Garrett Kaumeyer
Jeremy Royal Howard
Terry S Freeman
JOSHUA NEAL GERIK
BEDFORD FORREST KIRKLAND
CHARLES FREDERICK GORE II
CHRISTOPHER JOYAL HODGES

Within 25 miles of Castalian Springs, TN, Best Investors lists 36 registered investment advisory firms with 118 offices nearby, managing about $7.19T in combined regulatory AUM across 1,035,327 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 Castalian Springs

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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