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Best financial advisors in Donelson, TN

Registered advisers within 25 miles of Donelson, TN.

Offices
747
Firms
305
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,790,253 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
PINKERTON WEALTH PARTNERS
ARETE WEALTH ADVISORS, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FLORIDA FINANCIAL ADVISORS, LLC
JOHN A. POOLE-FINANCIAL ADVISOR
AMERIPRISE FINANCIAL SERVICES, LLC
FINWELL, INC.

Investors

Luz Melissa Taveras
James Thomas Murphy
Christian Blaise Sarver
HOLLY COE LOCKLEY
DAVID MARK BOWER
JASON MICHAEL MACHER
Steve Hamilton
Alexandre Cauvin Sawyer
LUKE JOHN AULL
DAVID VICTOR MILLER
Stephen Robert Neu
Samuel Jacob Rice
APRIL MARIE BINKLEY
Kristopher Lawrence Whipple
BRENT JAMES FRANKLIN
Christian Alexander Bulla
Rickie Dean Garner
THOMAS EVERETT SINOR
MICHELLE LEIGH OAKLEY
JOSHUA GUY MARCUM
CRAIG WAYNE BURGESS
CHARLES DANIEL MONTGOMERY
DEAN THOMAS MORGAN
JAMES DOUGLAS PETTIGREW
GERALD R ROWE
ROGER HERBY CLARK
BOBBY ALFRED BERRY
Wyatt Hughes Buller
Lucas McGrath Wong
Jackson Rudy Roberts
Wright Self
Colin Garrett Fraser
Carmen Louise Fouquier
Christopher Emeka Nwaokocha
Justin Khalil
Samantha Barros
Loren Seth Richmond
Jeremy Clampitt
Bridges Steven Coffey
Jack A Clemans
Kais Isaac Hedayat
Robert Spadetti
Austin Robert Derby
John Joseph Malley
Richard Andrew Baker
Ivan Aaron Winer
Trey Rollyn Coats
Daron Baltazar
Jay Daniel Overdeck
Damon Nicholas Belding
Joshua Alexander Derkits
Alexander Webster Trenchard
Marshall Ellison
Austin Graves
Dominick j Buser
samyam dhungel
Buddy Whelchel
Justin Hamm,
Patrick Joseph Ackerman
Bryan Matthew Henkel
Crystal Wan Yip
Lydia Hancock
Caleb Peluso-Harper
Jesse McLain Bischof
Mattias Sebsbie
JOHN ALFRED POOLE
Tanner Davis Bates
DAVID ARTHUR BATES
Timothy Edward Watson
BREANNA MAY STOTT

Within 25 miles of Donelson, TN, Best Investors lists 305 registered investment advisory firms with 747 offices nearby, managing about $18.0T in combined regulatory AUM across 2,790,253 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 Donelson

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM