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Best financial advisors in Medina, TN

Registered advisers within 25 miles of Medina, TN.

Offices
51
Firms
18
Combined AUM
$6.08T
Firm-wide filings, not assets booked only here
Clients
944K
943,621 clients when Item 5C has a number
Avg / client
$6.44M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
SOUTHERN CAPITAL ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THOROUGHBRED FINANCIAL SERVICES, LLC
SYCAMORE FINANCIAL ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

John Matthew Ross
Mitchell Stanton Everett
Charles E. Cloud
Shanna Marie Ambrose
Jason B Lockridge
Jake Reed Martin
CHARLES LEE JOHNSON
Ethan Darryl Mayberry
Bennie Mark Coffman
Alexia Desiree Hearn
Gregory Scott Griffin
Richard Kody Alexander
KELLY GENE MCDONALD
JONATHAN MARK DEVAULT
JOHN NEW
Wesley Robert Brown
PHILLIP DEERE BRYANT
KIMBERLY ANN MELTON
ROBERT ADDISON CALDWELL
John Carlock Hughey
Cameron Mann Weddington
DANIEL JAMES KELLY
THOMAS MOORE WEDDINGTON
MICHAEL FRANCIS ALLAN
CARL VERNON LEE
WILLIAM ALLEN WEDDINGTON
Dalton Brant Tibbs
Clayton Shackelford
ROBERT TAYLOR TUCKER
LESLIE IRVING JACO
JEFFREY CHARLES SCHULTZ
WALTON WAYNE DRIGGERS
STEPHANIE DAVIS LOVELACE
Andrew Lee Phillips
Thomas Lee Potts
Titus Wilson
TIMOTHY LEE SHANKLIN

Within 25 miles of Medina, TN, Best Investors lists 18 registered investment advisory firms with 51 offices nearby, managing about $6.08T in combined regulatory AUM across 943,621 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 Medina

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM