Best Investors Account Sign in

Best financial advisors in Collegedale, TN

Registered advisers within 25 miles of Collegedale, TN.

Offices
221
Firms
88
Combined AUM
$9.89T
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

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

Investors

Jay A Dedeker
James Tony Sparks
Martin Franklin Conley
Michele Williams Sloan
Melissa Diane Hill
James Hunter Dees
Corey Madding
Austin Lee Woody
GREGORY HIGHWOOD
PAMELA WATSON RIVERS
Kristie Rountree Stevenson
Sean Lyons
Weston Turner Walker
Jonathan David Colquitt
Braden Carnes
William Murty
Andrew Schwan
Drake Wellborn
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
AMBER LEA GARDNER
GEOFFREY FOSTER RODGERS
JUDITH LYNN HARKLEROAD
AVERY Grayson CHANDLEY
MATTHEW WALKER TOWNLEY
Anthony Dewayne Young
ED TIENCKEN MCMANUS
DEBRA SUE HOWARD
JAMES ABRAHAM SATTERFIELD

Within 25 miles of Collegedale, TN, Best Investors lists 88 registered investment advisory firms with 221 offices nearby, managing about $9.89T 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 Collegedale

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