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Best financial advisors in Middleton, TN

Registered advisers within 25 miles of Middleton, TN.

Offices
7
Firms
5
Combined AUM
$2.09T
Firm-wide filings, not assets booked only here
Clients
262K
262,370 clients when Item 5C has a number
Avg / client
$7.97M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
KESSLER PLANNING GROUP
LPL FINANCIAL LLC
LANGLEY WEALTH MANAGEMENT, LLC

Investors

WILLIAM LEON CARTER
Megan Lynn Roberts
BRADLEY BENNETT KESSLER
MARGARET JOAN COLLINS
Sam Dean Vise
Steven Douglas Hefner
John Andrew Butler
Aaron Robert Hight
Pierce Scott Langley
BRIAN SCOTT LANGLEY
ZEB SAMUEL TAYLOR

Within 25 miles of Middleton, TN, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $2.09T in combined regulatory AUM across 262,370 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 Middleton

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 LANGLEY WEALTH MANAGEMENT, LLC 4 advisers $371M AUM 5 KESSLER PLANNING GROUP 1 advisers $48.9M AUM