Best financial advisors in Morristown, TN

Registered advisers within 25 miles of Morristown, TN.

Offices

33

Firms

17

Combined AUM

$4.97T

Firm-wide filings, not assets booked only here

Clients

411K

410,512 clients when Item 5C has a number

Avg / client

$12.1M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

1501 E Morris Blvd Ste 10
Morristown, TN 37813-5777

EDWARD JONES

412 EAST MORRIS BOULEVARD
MORRISTOWN, TN 37813

CETERA INVESTMENT ADVISERS LLC

201 WEST MORRIS BLVD
MORRISTOWN, TN 37813

CREATIVE FINANCIAL DESIGNS, INC.

301 E. 1ST NORTH ST.
MORRISTOWN, TN 37814

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

225 W FIRST NORTH ST
MORRISTOWN, TN 37814

STATE FARM INVESTMENT MANAGEMENT CORP.

700 west 1st north street
morristown, TN 37814

WMG FINANCIAL ADVISORS, LLC

923 West 1st North Street
Morristown, TN 37814

EDWARD JONES

1018 W 1ST NORTH STREET
MORRISTOWN, TN 37814

LPL FINANCIAL LLC

1032 WEST 1ST NORTH STREET
MORRISTOWN, TN 37814

TVAMP, LLC

3101 MILLERS POINT DRIVE
MORRISTOWN, TN 37813

WELLS FARGO CLEARING SERVICES, LLC

1833 W MORRIS BLVD STE 201
MORRISTOWN, TN 37813

EDWARD JONES

2225 WEST ANDREW JOHNSON HWY
Morristown, TN 37814

BENJAMIN F. EDWARDS & COMPANY, INC.

2640 W. Andrews Johnson Way
Morristown, TN 37814

OSAIC WEALTH, INC.

2567 BUFFALO TRAIL SUITE A
MORRISTOWN, TN 37814

VISIONARY HORIZONS, LLC

4780 West Andrew Johnson Hwy
Morristown, TN 37814

EDWARD JONES

5783 WEST ANDREW JOHNSON HWY SUITE C
MORRISTOWN, TN 37814

PFS INVESTMENTS INC.

6158 W ANDREW JOHNSON HWY
TALBOTT, TN 37877

STATE FARM INVESTMENT MANAGEMENT CORP.

1129 N Highway 92
Jeffereson City, TN 37760

13.6 miles away

EDWARD JONES

1125 NORTH HIGHWAY 92 SUITE A
JEFFERSON CITY, TN 37760

13.6 miles away

EDWARD JONES

854 SOUTH HIGHWAY 92
DANDRIDGE, TN 37725

14.1 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

CREATIVE FINANCIAL DESIGNS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WMG FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

BENJAMIN F. EDWARDS & COMPANY, INC.

OSAIC WEALTH, INC.

VISIONARY HORIZONS, LLC

PFS INVESTMENTS INC.

Investors

SARAH ELLEN COUGHLIN

MATTHEW CAMERON FELTY

John Gregory Spain

Gregory Marshall Greene

NANCY ANN GUILLEN

Justin Edward Myers

MATTHEW LEE COUGHLIN

Robert W Huntsman

Tanna Leigh Rainey

Chaely Danylle Woods

GREGORY BRIAN STEISSLINGER

DANIEL MATTHEW ZITT

JESSE MICHAEL THARP

SHANE ALLEN CALDWELL

SARAH KATHERINE HOWARD

ROGER SCOTT ODOM

PARKER JAMES SMITH

KELLY ANNE JACOBS

MITCHELL ERIC MCCANN

Adam Spence Smith

JOSEPH ANDREW DANIELS

Kristopher Yarlett

CRAMPTON HARRIS HELMS

CLINTON MICHAEL BIGGS

AARON TODD EDWARDS

Samantha Ritter

Jason Wayne Good

Benjamin E. Catlett

Within 25 miles of Morristown, TN, Best Investors lists 17 registered investment advisory firms with 33 offices nearby, managing about $4.97T in combined regulatory AUM across 410,512 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 Morristown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 BENJAMIN F. EDWARDS & COMPANY, INCORPORATED 23 clients · 519 advisers $18.9B AUM