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Best financial advisors in Germantown, TN

Registered advisers within 25 miles of Germantown, TN.

Offices
393
Firms
171
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.58M
2,582,025 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
W ADVISORS LLC
LPL FINANCIAL LLC
BROOKSTONE WEALTH ADVISORS, LLC
CENTAURUS FINANCIAL, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NEW SOUTHERN ADVISORY SERVICES
STUDDARD FINANCIAL, LLC
SOWELL MANAGEMENT
CREATIVEONE WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CYPRESS WEALTH MANAGEMENT, LLC

Investors

THOMAS DAVID BRUNT
Brooke Bobo
Lakisha Ruth Goodwin
ROBERT B WADE
PATSY L JONES
JEREMY TROTTER JONES
Juan Alexis Varela
Gregg Beeber
THOMAS HUGH ARMSTRONG
JASON NATHANIEL HERRINGTON
GREGORY SCOTT JORDAN
THEODORE CLEVELAND MINOR
JONATHAN GLENN
Abby Wilson
Tate Dorsey Charping
Austin Wade Abernathy
Daniel Wright
Phillip Dobbins
Ricardo Rivera-Chapa
Alex Carson Norville
Joseph Angelo Lunati
THOMAS MCRAE JENKINS
DAVID CRAIN ROCHESTER
DAVID LANDON MILLS
JACOB EDWIN NORMAN
TERI LYNN HIRT
MICHAEL VERNON POWELL
James David Blake Gower
JAMES HARDIN SHOEMAKER
DANIEL BROWN
Evan Alexander Anthony
William Hudson Wolfe
Darren McKinley Meyers
Jaylin Lee
STACEY KING HANEY
Adam Jay Blain
Christopher Chea Stewart
GEORGE REYNOLDS HOWARD
JAMES EDWARD STEIGER
JEROME FRANKLIN
JERRY MCEWEN
IVAN JUAN RODRIGUEZ
BYRON LEE STUDDARD
William Brian Raiteri
JAMES ROBERT WITT
MATTHEW WATTS BAILEY
CHERYL RAY KELLEY
COLIN SHANE MILLER
JOHN PATRICK ANDERSON
WILLIAM DEVOTIE BILLINGSLEY
HARPER HARROLD GOODE

Within 25 miles of Germantown, TN, Best Investors lists 171 registered investment advisory firms with 393 offices nearby, managing about $14.1T in combined regulatory AUM across 2,582,025 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 Germantown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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