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Best financial advisors in Chapel Hill, TN

Registered advisers within 25 miles of Chapel Hill, TN.

Offices
296
Firms
114
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,717,379 clients when Item 5C has a number
Avg / client
$4.42M
Combined AUM ÷ clients

Nearby offices

Firms

ANDORRA INVESTMENT MANAGEMENT, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
SMITH & CO ADVISORY LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

KURT ALEXANDER STABEL
Charlie James Hensley
Julia Lynne McCray
Bryson Thomas Hill
ANDREW THOMAS HILL
MICHAEL ANDREW WICKBERG
KATHRYN HAISLIP LINTZ
Steve Ray Lewis
Dalton L Potts
William Thomas Tenpenny
Leslie Carroll Smith II
Clayton Mallard
VICTOR ANDREW SEBASTIAN
Jennifer Moger Dougherty
Charles Houston Williams
Kelly Sue Chris
Matthew A Fink
Christopher James Obear
Timothy Ledman
Steve Holt
JEREMY RYAN SWEENEY
MELANIE M SUELFLOW
CODY RHODES WHEELER
Greg Moore
Jacob Daniel Spence
JAMES ISAAC WILLIAMS
JENNIFER JORDAN FELDHAUS

Within 25 miles of Chapel Hill, TN, Best Investors lists 114 registered investment advisory firms with 296 offices nearby, managing about $12.0T in combined regulatory AUM across 2,717,379 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 Chapel Hill

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM