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Best financial advisors in Gallatin, TN

Registered advisers within 25 miles of Gallatin, TN.

Offices
227
Firms
78
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,082,791 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PAUL WINKLER, INC.
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
MERCER GLOBAL ADVISORS INC.
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
MODICA FINANCIAL SERVICES
COORDINATED WEALTH MANAGEMENT, L.L.C.
EMPIRICAL CAPITAL MANAGEMENT, LLC

Investors

Alex Hayes Wakefield
JONATHAN MORRIS WALKER
ANNA MURRAY STEPHENS
CHESTER WAGGONER
Darrin Leon Wiseman
SCOTT TRACY WETTENGEL
CHRIS ROBERTSON KIMLER
Peter Alba Trice
Linda Murphy
Michael Jones Caron
FRANK FERRELL BOWLING
SCOTT THOMAS PASCHAL
JEANNIE BULLARD GREGORY PATTERSON
Jason R Holland
Felipe Antonio Gonzalez
MARILEE ANN THOMSON
KRIS J KINSLOW
Brandon Fykes
John Coleman Ellett
CHRISTOPHER ALAN ROYCE
WILLIAM THOMAS BRABANT
HEATHER LEE SULLIVAN
COLIN ORMOND MC CLEAN
JONATHAN P SMITH
VINCENT GIARDINI
CHAD VINTON MICHAEL
AARON ALEXANDER HALTERMAN
DANIELLE DUNCAN
CONNOR JEFFREY STEIN
DARRELL DEAN WOODCOCK
DAVID MICHAEL FESMIRE
ERIC JOSEPH BERNER
Dylan Richards
CHADWICK DANIEL RICHARDS

Within 25 miles of Gallatin, TN, Best Investors lists 78 registered investment advisory firms with 227 offices nearby, managing about $10.9T in combined regulatory AUM across 1,082,791 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 Gallatin

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM