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Best financial advisors in Lakewood, TN

Registered advisers within 25 miles of Lakewood, TN.

Offices
673
Firms
282
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,788,663 clients when Item 5C has a number
Avg / client
$6.41M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
JOHN A. POOLE-FINANCIAL ADVISOR
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KOVACK ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
KEY CAPITAL MANAGEMENT, INC.

Investors

DAMON JOHN BATES
CHARLES EDWARD BLEDSOE
MAGED HANNA
Andrew Drennan Brecht
CYNTHIA SNYDER PUCKETT
Elizabeth R Hollington
Luz Melissa Taveras
JACKSON NEALE NEVE
ENRIQUE J. RABELL
CHRISTOPHER SCOTT SLAUGHTER
JOHN ALFRED POOLE
Tanner Davis Bates
DAVID ARTHUR BATES
ROGER HERBY CLARK
BRYSON SANTREL MCCARLEY
KEVIN WARREN MACWILLIAMS
Andrew Charles Bolt
LYDIA I THOMPSON
Jacob Michael Collier
BARRY RAYMUND BRESNAHAN
Lesley Grace Norton
KEVIN MICHAEL COLLIER
Noah Moore Collier
ANDREW ANDREOTTA
DEAN JACOBS
Abraham Michael Barwegen
GERALD R ROWE
Jacob Wayne Harrison
CHRISTOPHER HOUSTON LOPER
WESLEY PRICE WOOD
Keith Casiano
Rachel Lee Biggerstaff
Joseph Jackson Weeks
HANNAH JOELLE HERMAN
Spencer David Ader
Jordan Bryce Zuger
Sarah Jeanne Summers
Zachary Hyche
Jacob Michael Butler
BOYD C. BLAIR
MICHAEL SCOTT NEAL
ERIC MATTHEW STOCKTON

Within 25 miles of Lakewood, TN, Best Investors lists 282 registered investment advisory firms with 673 offices nearby, managing about $17.9T in combined regulatory AUM across 2,788,663 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 Lakewood

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