Best financial advisors in Philadelphia, TN

Registered advisers within 25 miles of Philadelphia, TN.

Offices

65

Firms

25

Combined AUM

$6.70T

Firm-wide filings, not assets booked only here

Clients

602K

602,199 clients when Item 5C has a number

Avg / client

$11.1M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

107 W NORTH ST
SWEETWATER, TN 37874

CETERA INVESTMENT ADVISERS LLC

401 N MAIN ST
SWEETWATER, TN 37874

EDWARD JONES

2907 DECATUR HWY
KINGSTON, TN 37763

10.9 miles away

EDWARD JONES

101 CHEEYO WAY SUITE C
LOUDON, TN 37774-2737

10.9 miles away

TRUIST ADVISORY SERVICES, INC.

302 VILLAGE SQUARE DR
LOUDON, TN 37774

12.5 miles away

LPL FINANCIAL LLC

298A VILLAGE SQUARE
LOUDON, TN 37774

12.5 miles away

PROSPERA FINANCIAL SERVICES, INC.

224 Village Square
Loudon, TN 37774

12.5 miles away

EDWARD JONES

204 VILLAGE SQUARE DR
LOUDON, TN 37774

12.5 miles away

EDWARD JONES

119 PEDIGO ROAD, SUITE E
MADISONVILLE, TN 37354

12.8 miles away

EDWARD JONES

1000 BRENTWOOD WAY SUITE 200
KINGSTON, TN 37763

13.1 miles away

EDWARD JONES

2120 Highway 411 Suite D
Vonore, TN 37885-2220

13.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

105 E BROADWAY STREET
LENOIR CITY, TN 37771

14.4 miles away

EDWARD JONES

730 HIGHWAY 321 N SUITE 105
LENOIR CITY, TN 37771

15.3 miles away

EDWARD JONES

820 HWY 321 N SUITE 100
LENOIR CITY, TN 37771

15.4 miles away

EDWARD JONES

582 CONGRESS PKWY S
ATHENS, TN 37303

15.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

603 N. JACKSON STREET
ATHENS, TN 37303

17.2 miles away

U.S. BANCORP ADVISORS, LLC

134 N Gateway Ave
Rockwood, TN 37854

17.3 miles away

OSAIC WEALTH, INC.

103 S FRONT ST
Rockwood, TN 37854

17.4 miles away

EDWARD JONES

211 E Washington Avenue
ATHENS, TN 37303

17.4 miles away

CAPITAL SQUARE, LLC

1 WEST COLLEGE ST SUITE 4
ATHENS, TN 37303

17.4 miles away

Firms

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

TRUIST ADVISORY SERVICES, INC.

PROSPERA FINANCIAL SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

U.S. BANCORP ADVISORS, LLC

OSAIC WEALTH, INC.

CAPITAL SQUARE, LLC

Investors

JAMES ROBERT FAIRWEATHER

Taylor James Fairweather

DEREK GATES DIETERICH

Deric Allen Runge

Jackson Charles Wiegold

Ashley Green Benson

MATTHEW SHERLOCK

KEVIN THOMAS SHEFFIELD

ROCKY STEVEN MONTGOMERY

Ben Roby Campbell

Jeremy Niles Loftis

Kassidi Blake Freeman Hooper

DANE ALEXANDER OGDEN

Jennifer W Laverghetta

Amanda Lynn DeBord

Jordan Perleoni

SKIDMORE CAMM GARRETT

Robin Dean Hobbs

JOHN CLINE EVANS

Edward Augustis Boyd Hall

Kathryn Elizabeth Loftis

JEFFREY GUY SHELTON

Richard Guy Shelton

NOTLEY SIDNEY MADDOX

John Frederick Wallace

Cody Emerson Burrell

Within 25 miles of Philadelphia, TN, Best Investors lists 25 registered investment advisory firms with 65 offices nearby, managing about $6.70T in combined regulatory AUM across 602,199 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 Philadelphia

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM