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Best financial advisors in Lakeland, TN

Registered advisers within 25 miles of Lakeland, TN.

Offices
358
Firms
165
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,753,663 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
ARIES INVESTMENTS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
P3 WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
BFC PLANNING, INC.
NAVY FEDERAL INVESTMENT SERVICES, LLC

Investors

TYLER LAWRENCE LITTLE
David Rutherford Wilkins
David Randolph Lillard
BRIAN ROBERT BOTTO
Jeffery Alan Avant
Colt Richard Pierotti
CHRISTOPHER JASON COATS
James Austin Mason
JAMES ROBERT CRAIG
JEFFREY CONRAD HERMAN
TODD DANIEL RUSTON
Tiquadney Cetavious Stacion Terrell
Esther O Owoola
John Leslie Keller
Joseph Devore Green
CHRISTY HARCHFIELD HECKLER
Mahoghany Jordan
REGINALD DONALD CLARK
DICK WHITE THOMPSON
WILLIAM BAILEY LOWERY
RICHARD DECATUR TOWNSEND
David Brayden Shelby
PHILLIP Bradley GOOCH
CHRISTOPHER L ALBONETTI

Within 25 miles of Lakeland, TN, Best Investors lists 165 registered investment advisory firms with 358 offices nearby, managing about $14.1T in combined regulatory AUM across 2,753,663 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 Lakeland

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