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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

ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
JACKSON PEAK CAPITAL PARTNERS, LLC
SHAYNE & JACOBS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
MGC VENTURE PARTNERS 2018 GP, LLC
MGP VENTURE FUND III GP, LLC
MALT PARTNERS MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC

Investors

Joseph R Volpi
Bret Robbe
OSCAR ELLIOTT-WILLIAMS
TOMAS CZERNEK
PHILLIP SCOTT SPANGLER
ANDREW JOHNSON
WENYLSA SPENCER
Cassie Lynn Hille
Giexy Itiel Reyes
Matthew Wesley Thomas
EDDIE ARD
JOSEPH MATTHEW MCHALE
ROBERT THOMAS BUISSON
ERIC STANLEY
ROBERT WILLS
Rowena Ilag-Ferguson
SAMUEL HUGH OAKLEY
JONATHAN RICHARD LOCKMILLER
TAYLOR THURMAN FRANCIS
Ryan Joseph Lipman
BEVERLY MARIE HERBERT
TESSA BRUGH DUEKER
MICHAEL DAVID SHERFY
HUGH SWART
MARISA L DOWNS
Jesse James Austin
Ryleigh Williams
GREGORY KEITH ERICSON
Luke Gray
Nicholas Matthew Viviano
SAMUEL PAUL OHANIAN
Anastasiia Artemovna Wagoner
WILLIAM EDWARD JACOBS
THOMAS WINN CHAPMAN
RICHARD ANTHONY ROSSI
LAWRENCE ANDREW HAWKEN
MATTHEW SCOTT COBURN
WESLEY MANDEVILLE SULLIVAN
JAMES RAYMOND HARE
LARRY RUSSEL JENSEN
Greg M Charnes II
BRUCE MICHAEL SHAHAN
VANCE PATRICK LAHEY
DOUGLAS WHITMORE SMITH
Shannon Elizabeth Hughes
Jared McCoy
MICHAEL JOHN LEVINE
Ryan Peter McClure
Brandon Seth Brager

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