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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

PFS INVESTMENTS INC.
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC

Investors

BINU ALEX ITTYCHERIAH
RISHA ALEXANDRA SERRANO
NENA MARIE HOWDEN
TRAVIS LEE MCAFEE
Derek McCall Decker
James Hugh Whatley
JUSTIN MICHAEL DORRIS
ANN ZIKOVICH WAJLER
JACKSON NEALE NEVE
ENRIQUE J. RABELL
DAMON JOHN BATES
CHARLES EDWARD BLEDSOE
Garrett Donavon Dickerson
Jordan Taylor Coffey
MAGED HANNA
Elizabeth R Hollington
Luz Melissa Taveras
CYNTHIA SNYDER PUCKETT
BEDFORD FORREST KIRKLAND
CHARLES FREDERICK GORE II
CHRISTOPHER JOYAL HODGES
Andrew Drennan Brecht
MICHAEL ERWOOD MCCORMICK
Joseph Andreatta
John G Long
Hutch Clayton Huskey
Bridgit Lee Bennett
Rosa Escoto Moore
David Maybee
JOSHUA NEAL GERIK
Alexander Nicholas Thackston
Jennifer Bourne

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