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Best financial advisors in Lake City, TN

Registered advisers within 25 miles of Lake City, TN.

Offices
268
Firms
111
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,668,327 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TVAMP, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TLG ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

CHARLES EDWARD EARLE
Reid Ashlee Bryant
CHARLES JEFFREY SWEAT
Michael Lea Ousley
KYLE ELLIOTT KEETON
DEREK DAVID KEETON
Ryan Stewart Keeton
CARTER LYNNETTE OWENS
Joshua Paul Moles
Michael J Schaffer
Gary Lynn Gray
ERICA TONI CORBIN
Michael Anthony Childress
DAVID CHARLES KIRKWOOD
Michael Brandon Newman
Delauna Pack
Ramsey Walsh
Jennifer Marie Skiles
Briana Leigh Sprunger
Christopher Scott Shamblin
Karl Donald Flatau
Debra Marie Hall-Fisher
Mary Katherine Lyne
Robert E Patrick
STEPHANIE ANN HALE-SMITH
Timothy Noel Champ
JEREMY GLENN COX
William Cole Collins
KENNETH WAYNE BANE
NATHAN FRANKLIN PARKHURST
WILLIAM SCOTT PARKHURST

Within 25 miles of Lake City, TN, Best Investors lists 111 registered investment advisory firms with 268 offices nearby, managing about $11.6T in combined regulatory AUM across 2,668,327 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 Lake City

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