Best financial advisors in Loudon, TN

Registered advisers within 25 miles of Loudon, TN.

Offices

272

Firms

106

Combined AUM

$11.2T

Firm-wide filings, not assets booked only here

Clients

2.64M

2,635,772 clients when Item 5C has a number

Avg / client

$4.25M

Combined AUM ÷ clients

Nearby offices

TRUIST ADVISORY SERVICES, INC.

302 VILLAGE SQUARE DR
LOUDON, TN 37774

LPL FINANCIAL LLC

298A VILLAGE SQUARE
LOUDON, TN 37774

PROSPERA FINANCIAL SERVICES, INC.

224 Village Square
Loudon, TN 37774

EDWARD JONES

204 VILLAGE SQUARE DR
LOUDON, TN 37774

EDWARD JONES

101 CHEEYO WAY SUITE C
LOUDON, TN 37774-2737

STATE FARM INVESTMENT MANAGEMENT CORP.

105 E BROADWAY STREET
LENOIR CITY, TN 37771

EDWARD JONES

730 HIGHWAY 321 N SUITE 105
LENOIR CITY, TN 37771

EDWARD JONES

820 HWY 321 N SUITE 100
LENOIR CITY, TN 37771

LPL FINANCIAL LLC

107 W NORTH ST
SWEETWATER, TN 37874

10.5 miles away

CETERA INVESTMENT ADVISERS LLC

401 N MAIN ST
SWEETWATER, TN 37874

10.6 miles away

EDWARD JONES

2120 Highway 411 Suite D
Vonore, TN 37885-2220

11.5 miles away

EDWARD JONES

2907 DECATUR HWY
KINGSTON, TN 37763

12.5 miles away

MISER ASSET MANAGEMENT

12802 KINGSTON PIKE SUITE 102
KNOXVILLE, TN 37934

12.6 miles away

EDWARD JONES

12752 KINGSTON PIKE SUITE 106
KNOXVILLE, TN 37934

12.7 miles away

EDWARD JONES

12744 KINGSTON PIKE SUITE 103
FARRAGUT, TN 37934

12.7 miles away

THOROUGHBRED FINANCIAL SERVICES, LLC

12740 KINGSTON PIKE SUITE 207
KNOXVILLE, TN 37934

12.7 miles away

LPL FINANCIAL LLC

12213 AMBERSET DRIVE
KNOXVILLE, TN 37922

12.8 miles away

EDWARD JONES

1000 BRENTWOOD WAY SUITE 200
KINGSTON, TN 37763

13.1 miles away

EDWARD JONES

119 PEDIGO ROAD, SUITE E
MADISONVILLE, TN 37354

13.4 miles away

OSAIC WEALTH, INC.

12337 NORTH FOX DEN
KNOXVILLE, TN 37934

13.5 miles away

Firms

TRUIST ADVISORY SERVICES, INC.

LPL FINANCIAL LLC

PROSPERA FINANCIAL SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

MISER ASSET MANAGEMENT

THOROUGHBRED FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

Investors

MATTHEW SHERLOCK

KEVIN THOMAS SHEFFIELD

ROCKY STEVEN MONTGOMERY

Ben Roby Campbell

Ashley Green Benson

DANE ALEXANDER OGDEN

Jennifer W Laverghetta

Amanda Lynn DeBord

JAMES ROBERT FAIRWEATHER

Taylor James Fairweather

DEREK GATES DIETERICH

Kassidi Blake Freeman Hooper

Deric Allen Runge

Jackson Charles Wiegold

Adam James Proulx

Betsy Ruster Herzog

Wesley Keith Nunley

Wendy D. Schopp

Susan Dee Aragon

ASHLEY ANN HERRON

JAMES MICHAEL REYNOLDS

MICHAEL DAVID REYNOLDS

VINCENT BONANNO

Jeremy Niles Loftis

BRYAN DANIEL HERREN

Within 25 miles of Loudon, TN, Best Investors lists 106 registered investment advisory firms with 272 offices nearby, managing about $11.2T in combined regulatory AUM across 2,635,772 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 Loudon

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