Best financial advisors in Englewood, TN

Registered advisers within 25 miles of Englewood, TN.

Offices

19

Firms

10

Combined AUM

$2.76T

Firm-wide filings, not assets booked only here

Clients

509K

508,903 clients when Item 5C has a number

Avg / client

$5.43M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

400-A Tennessee Ave. Ste. 1
Etowah, TN 37331

STATE FARM INVESTMENT MANAGEMENT CORP.

105 Elizabeth St Ste 39
Athens, TN 37303

EDWARD JONES

211 E Washington Avenue
ATHENS, TN 37303

EDWARD JONES

10 N WHITE STREET
ATHENS, TN 37303

EQUITABLE ADVISORS, LLC

106 E WASHINGTON AVE
ATHENS, TN 37303

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

8 E Washington Ave.
Athens, TN 37303

CAPITAL SQUARE, LLC

1 WEST COLLEGE ST SUITE 4
ATHENS, TN 37303

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

603 N. JACKSON STREET
ATHENS, TN 37303

EDWARD JONES

582 CONGRESS PKWY S
ATHENS, TN 37303

EDWARD JONES

2418 CONGRESS PKWY S #2
ATHENS, TN 37303-2822

10.5 miles away

EDWARD JONES

119 PEDIGO ROAD, SUITE E
MADISONVILLE, TN 37354

CETERA INVESTMENT ADVISERS LLC

401 N MAIN ST
SWEETWATER, TN 37874

14.2 miles away

LPL FINANCIAL LLC

107 W NORTH ST
SWEETWATER, TN 37874

14.3 miles away

EDWARD JONES

2120 Highway 411 Suite D
Vonore, TN 37885-2220

16.6 miles away

EDWARD JONES

101 CHEEYO WAY SUITE C
LOUDON, TN 37774-2737

20.9 miles away

TRUIST ADVISORY SERVICES, INC.

302 VILLAGE SQUARE DR
LOUDON, TN 37774

23.6 miles away

LPL FINANCIAL LLC

298A VILLAGE SQUARE
LOUDON, TN 37774

23.6 miles away

PROSPERA FINANCIAL SERVICES, INC.

224 Village Square
Loudon, TN 37774

23.6 miles away

EDWARD JONES

204 VILLAGE SQUARE DR
LOUDON, TN 37774

23.6 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

EQUITABLE ADVISORS, LLC

CAPITAL SQUARE, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

PROSPERA FINANCIAL SERVICES, INC.

Investors

ANDREW JARRAT CLARK

William Bruce Patteson

Edward Augustis Boyd Hall

Kathryn Elizabeth Loftis

Murray Holland Willis

Erica Nichole Croomes

Jordan Kathryn Johnston

FRED SCOTT BURKE

JEFFREY GUY SHELTON

Richard Guy Shelton

NOTLEY SIDNEY MADDOX

John Frederick Wallace

Cody Emerson Burrell

SKIDMORE CAMM GARRETT

Jordan Perleoni

Jeremy Niles Loftis

DEREK GATES DIETERICH

JAMES ROBERT FAIRWEATHER

Taylor James Fairweather

Kassidi Blake Freeman Hooper

Ashley Green Benson

MATTHEW SHERLOCK

KEVIN THOMAS SHEFFIELD

ROCKY STEVEN MONTGOMERY

Ben Roby Campbell

Within 25 miles of Englewood, TN, Best Investors lists 10 registered investment advisory firms with 19 offices nearby, managing about $2.76T in combined regulatory AUM across 508,903 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 Englewood

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM