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Best financial advisors in Lancaster, TN

Registered advisers within 25 miles of Lancaster, TN.

Offices
43
Firms
25
Combined AUM
$4.11T
Firm-wide filings, not assets booked only here
Clients
446K
445,523 clients when Item 5C has a number
Avg / client
$9.23M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CSENGE ADVISORY GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CRAVENS & COMPANY WEALTH MANAGEMENT
U.S. BANCORP ADVISORS, LLC
SOUTHLAND EQUITY PARTNERS, LLC.
CETERA INVESTMENT ADVISERS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Investors

STEPHEN MATTHEW RUSSELL
Brandon Glenn Harris
Stephanie Michelle Flatt
Benjamin Joseph Crist
Elizabeth Passion Allen
Matthew Thomas Manson
Benjamin Wesley Bailey
Joel Alexander Denton
Andrew B Geary
Dustin Fouts
Ben David McPherson
Travis Curatolo
Brandon Arthur Luedtke
Benjamin Charles Davidson
Augustus Bo Martin Davis
JOHN COREY WHITE
ROBERT ELWOOD ERVIN
CALEB ROUSE
WAYNE HARRIS CRAVENS
Donald Lee Hardcastle
Robin Dean Hobbs
WILLIAM WOODROW WELCH
EVA DIANE Herald
BRETT LOUIS DARTEZ
ANTHONY AARON WRIGHT
LISA ANN MALONE
CHARLES ALVIN SEWELL
HOLLY WADE WALLACE
JOHN ROCKY MATLOCK
MARK EVERETT MCCOWAN
CHRIS HALL WAKEFIELD
TRACY DON RUSSELL
HOPE MARIE LAYCOCK
Matthew Casey Walker
Michael Tod Williams

Within 25 miles of Lancaster, TN, Best Investors lists 25 registered investment advisory firms with 43 offices nearby, managing about $4.11T in combined regulatory AUM across 445,523 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 Lancaster

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM