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Best financial advisors in Happy Valley, TN

Registered advisers within 25 miles of Happy Valley, TN.

Offices
268
Firms
118
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.27M
2,266,164 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HORACE MANN INVESTORS, INC.
FLAGSHIP HARBOR ADVISORS, LLC
EDWARD JONES
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
THE MATHER GROUP, LLC
GSV EQUITY HOLDINGS, LLC
COREVISION FINANCIAL GROUP

Investors

JONATHAN MICHAEL MURRAY
LINDSEY RENEE PLYLER
DUANE ROGER ORR
DARRELL MITCHELL AVERY
LESTER RUSSELL KEFAUVER
CLINTON JONATHAN ALLEN
LEIGH ANNE HARRISON
HANNAH PETTIGREW BROCK
BRADLEY MICHAEL STAFFORD
Craig Wayne Bales
Christina Linn Phillips
MICHAEL BRYANT BISHOP
LORI HATCHER BISHOP
Samuel Brook Nash
GEORGIA ANNA WHITE
BRENT LOY TRENTHAM
SUSAN TAYLOR BRYANT
CHRISTIAN JACOB CORRAL
Julie N Puryear
DANIEL GRANT MCCARTHY
Michael Edward Morgan
ROBERT BRYAN HANKLA
Emily Kristin Forst
Timothy Robert Massie
JAMES DAVID HUTCHISON
DAVID WESLEY HUMPHREYS
JONATHAN PHILLIP BEDNAR

Within 25 miles of Happy Valley, TN, Best Investors lists 118 registered investment advisory firms with 268 offices nearby, managing about $11.2T in combined regulatory AUM across 2,266,164 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 Happy Valley

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM