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Best financial advisors in Monroe, TN

Registered advisers within 25 miles of Monroe, TN.

Offices
4
Firms
3
Combined AUM
$14.9B
Firm-wide filings, not assets booked only here
Clients
25
25 clients when Item 5C has a number
Avg / client
$597M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PAUL WINKLER, INC.
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Investors

Austin Joel Andrews
Jacob Thomas Pilling
Roleen De Ono
JAMES DAVID COPPER

Within 25 miles of Monroe, TN, Best Investors lists 3 registered investment advisory firms with 4 offices nearby, managing about $14.9B in combined regulatory AUM across 25 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 Monroe

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

1 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 2 PAUL WINKLER, INC. 22 clients · 12 advisers $1.28B AUM 3 SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC 3 clients · 6 advisers $706M AUM