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Best financial advisors in Mount Juliet, TN

Registered advisers within 25 miles of Mount Juliet, TN.

Offices
723
Firms
292
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,789,205 clients when Item 5C has a number
Avg / client
$6.45M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
PAUL WINKLER, INC.
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
BROOKSTONE WEALTH ADVISORS, LLC
FAMILY TREE WEALTH ADVISORS, LLC
FIRST ADVISORS NATIONAL, LLC

Investors

Joseph Andreatta
John G Long
Hutch Clayton Huskey
Nicholas James Dykstra
Derek McCall Decker
James Hugh Whatley
JUSTIN MICHAEL DORRIS
ANN ZIKOVICH WAJLER
CHARLES RICHARD WATSON
LESA LYNN FLETCHER
DAVID DANIEL GILBERT
MATTHEW DEE BARNES
MARIAFEARLENE BROWN
BINU ALEX ITTYCHERIAH
RISHA ALEXANDRA SERRANO
MORGAN VIVIEN SHRUM
JENNIFER BUTTERWORTH
TAYLOR REALINO MCBATH
BRYAN CLARK DE CUIR
KATHRYN MURPHY
MARTIN DALTON PORTER
Jeremy Newgard
Justin Harding
RYAN KEITH SCOTT
JOSHUA WILLIAMSON
Jacob McKissack
WILLIAM STEPHEN GLOVER
SCOTT FREDERICK DAVIS
Michael Ray Claiborne
Fernando Mechereffe

Within 25 miles of Mount Juliet, TN, Best Investors lists 292 registered investment advisory firms with 723 offices nearby, managing about $18.0T in combined regulatory AUM across 2,789,205 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 Mount Juliet

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM