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Best financial advisors in Collierville, TN

Registered advisers within 25 miles of Collierville, TN.

Offices
385
Firms
173
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,753,716 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

TLG ADVISORS, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
WLH MANAGEMENT CO., INC.
SEGO WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.

Investors

Bruce Martin
Charles Auerbach
Stephen Douglass Stamps
John Clifton Parks
Jeffrey Allen Elsworth
AMIN MULJI
Gerald King Emerson
JOSHUA BARRY MURPHEY
William Donavan Krag
SHAWN JAMES BOUTON
Alec Shawn Bouton
PAMELA DATISSNA PITTS
JERRY ELDON MILLIGAN
RONALD W RHEA
Brenda Seeger
Devin A Jackson
Wade Cortland Winsett
ANNE JOHNSON Borst
Kathleen Elizabeth Pickler
DAVID ANTHONY PICKLER
Christopher Luke Murrah
WILLIAM LOUIS HAYS
Brad Harris
Kevin Sheldon Baltier
Connor Joseph McDowell
Jaime S Munz
JAMES ANDREW SEGO
DAVID WILKINS LOFTON
Hunter Franklin Buatt
WILLIAM KENTON COLLINS
Charles Walker Sudduth
JEFFREY NELMS BOONE
CHRISTOPHER MICHAEL HICKS
WILLIAM KELLY KIRKSEY

Within 25 miles of Collierville, TN, Best Investors lists 173 registered investment advisory firms with 385 offices nearby, managing about $14.3T in combined regulatory AUM across 2,753,716 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 Collierville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM