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Best financial advisors in Dunlap, TN

Registered advisers within 25 miles of Dunlap, TN.

Offices
34
Firms
17
Combined AUM
$4.05T
Firm-wide filings, not assets booked only here
Clients
942K
942,349 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BIGHAM WEALTH ADVISORY LLC
LPL FINANCIAL LLC
TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CETERA INVESTMENT ADVISERS LLC
BELLWETHER INVESTMENT GROUP, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Thomas James Vennero
Joshua Michael Lydell Davis
MANUEL CARRIL
Lee Hermon Prichard
Andrew Anderson
BRETT MATTHEW SMALLEY
ADAM BRIDGES
FRANK PRESTON POWELL
MELISSA POWELL STREET
LAURIE STEVENS POWELL
Robert Martin Cabe
Trey Norris
Rodney Heath Allen
PAUL HARRISON TYNER
Ian Matthew Early
NICHOLAS GUCCIA
CONNIE LEE WEST
Adivaraha Jayasankar
CHARLES KENNETH TREW
JOHN ALLEN LINDSEY
RONALD DEAN BAILEY
DAVID GREGORY QUEEN
TINA BURR TREW
MATTHEW GREGORY GRANT
HEATHER CLARK ROGERS
Derrick Carl Anderson
David Alexander Rowdy Byrum
CHARLEY LEWIS POORE
CAYLEE GRACE FIELDS

Within 25 miles of Dunlap, TN, Best Investors lists 17 registered investment advisory firms with 34 offices nearby, managing about $4.05T in combined regulatory AUM across 942,349 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 Dunlap

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM