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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

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KEEL POINT, LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
THE BURNEY COMPANY
PLANROCK WEALTH STRATEGIES, LLC
HIGHMARK, LLC
INSIGHT STRATEGIC WEALTH LLC
EDWARD JONES
THOROUGHBRED FINANCIAL SERVICES, LLC
DIVERSIFIED PARTNERS, INC.
LPL FINANCIAL LLC

Investors

JEFFREY BLAKE SLOAN
CHRISTOPHER S LOGAN
BENJAMIN COLE NATHAN
Luke John Houck
GARY SIDNEY JAMESON
CHRISTINA T SMITH
ELISE L. KAUSEN
GREGORY THOMAS RODEN
KATE ELIZABETH LUNN
BRIAN G MAHONEY
CHARLES GARDNER GRUMMON
WENDY R PEPPERS
THOMAS TOM FERRARO
GUNTER STEPHENSON LUGG
HUGH MACK SLOAN
STACY FERGUSON STRINGER
MARGARITA Illingworth STANCZAK
DARLENE REISCHMAN
NENA MARIE HOWDEN
TRAVIS LEE MCAFEE
BRANDON P BOURQUE
MARCUS MAROTTI
JAMES BIENVENU FISH
STEVEN RAY ROUSSEL
KIRK PATRICK GWALTNEY
LEROY ANDERSON BIZZELL
BEVERLY GWEN BRACKINS
PAUL MARTIN GLOWIENKE
JOHN ARTHUR SPANN
TIMOTHY A GIARRA
RYAN CLINTON CALHOUN
PAUL L JOHNSON
EARL SCHREIBER
MARK JOSEPH SCHMIDT
DANIEL L MILLS
DUSTIN A DAWES
GARRETT L WILLIAMSON
DARRELL L DAWES
Ethan Alexander White
MICHAEL ERWOOD MCCORMICK
Amir Barsoum
Felipe Antonio Gonzalez
Rachel Lynn Amos
ROBERT Boston SMITH
Joel Andrew Sanjay Sues
ADAM MICHAEL NEWMAN
Brayden Thomas Oswald
Nathaniel Cole Willson
DANIEL S BANASZAK
ANGELA KAY MOORE
Pleshetta Juanita Loftin
Alexander Xerxes PAZDAN
DAVID JOE MOORE
STEPHEN MICHAEL HAMMERS
JONATHAN EDWARD FARRELL
NATHAN MCEWIN ROLLINS
Deana Hyde
CHRIS NEIL WHITMAN
RANDALL J WHITMAN
DAVID P WALKER
Tyrone Deso Laws
Jessica Marie Barnes
THOMAS SWEENEY PARKER
JASON DEWAYNE WARPOOL
Martha Walthall
Colton James Hutzel
HEATHER OGREN HALE
DANIEL JAMES TAYLOR
PHILLIP VALDEZ PICARDO
JUSTIN WARREN PARKER
CHRISTOPHER OWEN PARKER
DANIEL SHANE CARNINE
Paige Parker
JOHN MICHAEL FUSSELL
RAYMOND LEE MOCKMORE
DANIEL JASON PARKER
KATHERINE POPE WILSON
JIMMY GRAY ORMAN
THOMAS JENKINS PARKER
JOHN SEXTON ATKINS
PATRICK GIBBONS PARKER
CHARLOTTE COLES WHITE GOLDSTON
MICHAEL EUGENE GOLDSTON
LAWRENCE RANDALL HARTLEY
MARK MICCIOLI
JACK CLARK HERNDON
KATRYNA MELANIE WRIGHT
LORI BETH MCALPIN

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