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Best financial advisors in Joelton, TN

Registered advisers within 25 miles of Joelton, TN.

Offices
546
Firms
248
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,607,671 clients when Item 5C has a number
Avg / client
$6.52M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
U.S. BANCORP ADVISORS, LLC
HMS INVESTMENT ADVISORS
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
BAKER TILLY WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WILSON WEALTH MANAGEMENT GROUP, L. L. C.
SAGEGUARD FINANCIAL GROUP, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
PAUL WINKLER, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

SUSAN MARIE MOORE
Thai Doan
Bryan Fastenau
PORTIA H. WELLS
ANGELA M ROBINSON
DANA MOORE BRISENDINE
PHILIP PATRICK THOMAS
GEORGE BULLARD STADLER
Aaron Slate
Heather Brandi Tremaine
TERRY WAYNE JONES
Robert R Carollo
Shawn M. Johnson
Nevile Makau
Terry Wayne Jones
Matthew Gallowitz
JAMIE ESTES SINGLETON
ROBERT WILLIAM VAUGHT
Charles R Rogers
CORTNEY ANN COST
KELSEY ANN KENNEDY
Garrett Jake Anderson
MICHAEL ERWOOD MCCORMICK
Bridgit Lee Bennett
MARCUS D JOHNSON
DARWIN DOUGLAS JOHNSON
Hannah Grace Johnson
Paul Seth Good
Jeffrey Lamar Ward
DAVID LEON COWEE
JEFFREY PIERCE ATCHISON
David Orlando Perez
John Brayden Brewington
LUKAS RAY SMITH
CHAD CLAYTON WOOD
Richard Thomas Breedlove
DANIEL ROBERT HILL
Curtis Chad Henson
MICHAEL JOHN SHARPNACK
PAUL PATRICK WINKLER
JAMES PHILIP WOOD
Brian Christopher Koonce
Scott Collins
NENA MARIE HOWDEN
TRAVIS LEE MCAFEE

Within 25 miles of Joelton, TN, Best Investors lists 248 registered investment advisory firms with 546 offices nearby, managing about $17.0T in combined regulatory AUM across 2,607,671 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 Joelton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM