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Best financial advisors in Mountain City, TN

Registered advisers within 25 miles of Mountain City, TN.

Offices
70
Firms
33
Combined AUM
$6.44T
Firm-wide filings, not assets booked only here
Clients
728K
728,107 clients when Item 5C has a number
Avg / client
$8.84M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
ALLEN WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
NAVION WEALTH ADVISORS, LLC
OSAIC INSTITUTIONS, INC.

Investors

Michael Donald Stevens
Michael Alfred Mcglinsky
JOSEPH PARKIN TURECKY
Bradley McDonald Greer
ERIC SCOTT FRANKLIN
JONATHAN CHESLEY ALLEN
Rylee Greer Critcher
Jennifer Lehwald Parker
Bradley Steven Dillard
David Matthew Mosher
William Franklin Williams
Javan Braswell
Jason Neal Sutherland
Tyler David Moore
JAMES LUKE COPLEY
ALFRED JOSEPH GONZALEZ
Matthew William Bagley
ROBERT ALEXANDER MCCUISTON
MITCHELL LYNN PHILLIPS
James Claywell Hogan
JORDON LENA NICOLE RIGGS
JOSHUA DAVID BOURNE
JONATHAN CHAD SMITH
RANDAL JOSEPH COKELEY
GRAYSON WADDLE
LANDRIE NEASE BAILEY
RODNEY JACKSON
Caleb Sample
KOLE CHRISTOPHER OWEN
Jason A Sirmon
MICHAEL ANTHONY SPIEGLER
JOSHUA RAY ADKINS
David Nelson Bell

Within 25 miles of Mountain City, TN, Best Investors lists 33 registered investment advisory firms with 70 offices nearby, managing about $6.44T in combined regulatory AUM across 728,107 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 Mountain City

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM