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Best financial advisors in Cleveland, TN

Registered advisers within 25 miles of Cleveland, TN.

Offices
228
Firms
89
Combined AUM
$9.91T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,654,365 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MONEY CONCEPTS CAPITAL CORP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALLSTATE FINANCIAL ADVISORS, LLC
PEGASUS HOLDINGS GROUP, LLC

Investors

DANIEL MARK QUILLEN
STEPHANIE R HUFF
James Andrew King
Ty Noble Watts
Curtis Ray Duncan
Sharin Joy King
Misty Dawn Allen
Paul Anthony Hickman
VIRGINIA ELLEN OWENS
Stephanie Lura Malone
Robert Daniel Ludwig
Ronald Joe Markel
Bethany Grace Markel
Lesley Livingston
Shannon Burke Ritzhaupt
Andrew Dean Carson
MICHAEL LESLEY COOPER
Bradley Hugh Perkins
KYLE LESLEY COOPER
TREVOR SCOTT SMITH
GABRIEL LENOIR GAMBLE
MATTHEW J WISEMAN
Mitchell Jack Crispin
THOMAS WILLIFORD THOMAS
CORNELE KERSEY THOMAS
JAKE IAN DUOS
Jay A Dedeker
RAMANN Satyam Kakani NALLAMALA
James Tony Sparks

Within 25 miles of Cleveland, TN, Best Investors lists 89 registered investment advisory firms with 228 offices nearby, managing about $9.91T in combined regulatory AUM across 2,654,365 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 Cleveland

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM