Best Investors Account Sign in

Best financial advisors in Ooltewah, TN

Registered advisers within 25 miles of Ooltewah, TN.

Offices
234
Firms
96
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,654,528 clients when Item 5C has a number
Avg / client
$3.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PEGASUS HOLDINGS GROUP, LLC
GENESIS INVESTMENTS
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
SILVER OAK SECURITIES, INCORPORATED
STONEX ADVISORS INC.
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SOUND INCOME STRATEGIES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FUERST FINANCIAL GROUP, INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Austin Lee Woody
Martin Franklin Conley
Michele Williams Sloan
Melissa Diane Hill
James Hunter Dees
Corey Madding
James Tony Sparks
Jay A Dedeker
GREGORY HIGHWOOD
Sean Lyons
Weston Turner Walker
Jonathan David Colquitt
Braden Carnes
William Murty
Andrew Schwan
Drake Wellborn
AVERY Grayson CHANDLEY
MATTHEW WALKER TOWNLEY
Anthony Dewayne Young
ED TIENCKEN MCMANUS
DEBRA SUE HOWARD
JAMES ABRAHAM SATTERFIELD
JUDITH LYNN HARKLEROAD
CLINTON JESSE BARFIELD
Erica Tipton Archer
Ethan Edward Baggett
DUSTIN ADAM MORGAN
WEALTHY ANN LONG
ALEXANDER ROGERS MOORE
Roger Dale Davis
BYRON BEENE BOYD
GEOFFREY FOSTER RODGERS
KEVIN MICHAEL FUERST
Steven M Fuerst
PAMELA WATSON RIVERS
Kristie Rountree Stevenson
JOSHUA HUNTER ADAMS
William Nathaniel Beard
Jeffrey Hunter Cornelius

Within 25 miles of Ooltewah, TN, Best Investors lists 96 registered investment advisory firms with 234 offices nearby, managing about $10.1T in combined regulatory AUM across 2,654,528 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 Ooltewah

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM