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Best financial advisors in Oak Ridge, TN

Registered advisers within 25 miles of Oak Ridge, TN.

Offices
325
Firms
125
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,669,105 clients when Item 5C has a number
Avg / client
$4.42M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
OSAIC ADVISORY SERVICES, LLC

Investors

Jonathan Allen Annis
MICHAEL DAVID MASSAGLIA
JAMES MATTHEW MUNSEY
Clint Anthony Foster
John Roberts
JAYAPRAKASH MOHANBHAI PATEL
WADE SHANNON WILKINSON
Justin Richard Willis
ELLEN E COPPINGER
JEREMY CHRISTIAN DOLL
DAVID GLEN ROESSNER
KENNETH WAYNE BANE
NATHAN FRANKLIN PARKHURST
WILLIAM SCOTT PARKHURST
Robert E Patrick
STEPHANIE ANN HALE-SMITH
Christopher Scott Shamblin
Karl Donald Flatau
Jennifer Marie Skiles
Briana Leigh Sprunger
Ramsey Walsh
Michael Brandon Newman
Delauna Pack
REBECCA SAGE KOHLER
DANIEL GRAHAM HEAD
George Easterly Lucke
Cindy Barnes
Sean Taylor Wilson

Within 25 miles of Oak Ridge, TN, Best Investors lists 125 registered investment advisory firms with 325 offices nearby, managing about $11.8T in combined regulatory AUM across 2,669,105 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 Oak Ridge

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM