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Best financial advisors in Columbia, TN

Registered advisers within 25 miles of Columbia, TN.

Offices
152
Firms
81
Combined AUM
$9.72T
Firm-wide filings, not assets booked only here
Clients
2.19M
2,193,190 clients when Item 5C has a number
Avg / client
$4.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
INDEPENDENT FINANCIAL PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SAGESPRING WEALTH PARTNERS
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
U.S. BANCORP ADVISORS, LLC
THOROUGHBRED FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Shantele N Hoover
Nicole Drejerwski
JAMES D DAVIS
Thomas Young
Cade Harrison Morgan
Robert Hill Morgan
WEISLEY FRAZIER
GAYE MESSMER PIKE
MONTGOMERY SMITH JACKSON
BRETT LEE CROUSE
MONTEE ALLAN SNEED
JERET JAMES CROUSE
JESSE ROGERS CLAYTON
THOMAS HARDIN SNEED
Brian S Sanderson
Elliott H Sanderson
JEREMY RICHARD GEORGE
ERIC DANIEL WELLONS
William Pearson
CHARLES BRUCE GILLEN
Brandon Matt Wiitala
Scott Hill
Hannah Aleane Colbert
Gregory Grant Hood
Benjamin Alvis Gentry
Mark Stephen Meyer
Joseph Walker Galbraith
Hunter Cary
Dwaine Kent Beck
Nicholas Gordon Beck
CLAY WILSON BUTTREY
KIMBERLY S BENEFIELD
ANDREW MERRELL PARKER
STEWART JAMES PARKER
ELIZABETH CAIN MOORE
RICHARD TROY LAW
HEATH PATRICK LARKIN
DAVID BASSEL FERRARO
WHITNEY LANE NORIE SHIMATSU
Adam Michael Kock
GLENN EDWARD CAMPBELL
Charles E Plunkett
Timothy Charles McDonald
Carlana Gillespie Brown
Joseph Walter Beres
WILLIAM ROGER WITHEROW
BERRIE BETH COBLE

Within 25 miles of Columbia, TN, Best Investors lists 81 registered investment advisory firms with 152 offices nearby, managing about $9.72T in combined regulatory AUM across 2,193,190 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 Columbia

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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