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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

GENESIS INVESTMENTS
EDWARD JONES
SOLID ROCK INVESTMENT ADVISORY LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
SOUND INCOME STRATEGIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
SILVER OAK SECURITIES, INCORPORATED

Investors

Martin Franklin Conley
Michele Williams Sloan
Melissa Diane Hill
James Hunter Dees
Corey Madding
Bradley Alan Hudson
Kelly Lynn Browand
Christopher T Robinson
VICTOR GABRIEL BOLTNIEW
William David Roebuck
Austin Lee Woody
David Bruce Browand
GREGORY HIGHWOOD
Sean Lyons
Weston Turner Walker
Jonathan David Colquitt
Braden Carnes
William Murty
Andrew Schwan
Drake Wellborn
PAMELA WATSON RIVERS
Kristie Rountree Stevenson
JOSHUA HUNTER ADAMS
William Nathaniel Beard
Jeffrey Hunter Cornelius
CLINTON JESSE BARFIELD
Erica Tipton Archer
Ethan Edward Baggett
DUSTIN ADAM MORGAN
WEALTHY ANN LONG
ALEXANDER ROGERS MOORE
Roger Dale Davis
BYRON BEENE BOYD
GEOFFREY FOSTER RODGERS
JUDITH LYNN HARKLEROAD
AVERY Grayson CHANDLEY
MATTHEW WALKER TOWNLEY
Anthony Dewayne Young
ED TIENCKEN MCMANUS

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