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Best financial advisors in La Vergne, TN

Registered advisers within 25 miles of La Vergne, TN.

Offices
800
Firms
314
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,790,446 clients when Item 5C has a number
Avg / client
$6.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Investors

Kristy Harris
Michael Emad Boshra Kamel
John Jerome Williams
Andrew Barron
JESSICA LYNN BRIMM
Davette Corene Blalock
Brackney Towns Gregory
Jordan Greg Haglin
CARMEN ROSALIA EASTES
Eric Eugene Brown
Douglas Brown
JAMES MICHAEL WOODS
BRENT WILLIAM WALKER
Aaron Hugh Meier
Joshua William Dyer
ERIC RODELL
Ariel De Jesus Bernard
Daniel Gregory Jones
Christopher Klasen
Samuel Taylor Smith
Harrison James Osoinach
Eric Daniel Williams
Edward Theodore Hood
Sean McMahan
Amir Barsoum

Within 25 miles of La Vergne, TN, Best Investors lists 314 registered investment advisory firms with 800 offices nearby, managing about $18.0T in combined regulatory AUM across 2,790,446 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 La Vergne

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