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Best financial advisors in Pleasant Shade, TN

Registered advisers within 25 miles of Pleasant Shade, TN.

Offices
8
Firms
4
Combined AUM
$1.23T
Firm-wide filings, not assets booked only here
Clients
215K
215,142 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Investors

STEPHEN MATTHEW RUSSELL
Brandon Glenn Harris
Bailey Leighann Sewell
JEFFREY ALAN DUNCAN
ALAN ANDREW LOCKE
Sharolyn A Williams
JEFFREY TODD GANNON
JOSHUA NEAL GERIK
HEIDI LYNN KING
Zachary Blake Stahl
DAVID WAYNE WALDEN
Kaleb Dickerson
Keaton Hower Smith
James Wilson Powell
Jeffrey A Grissom
Christopher Francis Mendoza

Within 25 miles of Pleasant Shade, TN, Best Investors lists 4 registered investment advisory firms with 8 offices nearby, managing about $1.23T in combined regulatory AUM across 215,142 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 Pleasant Shade

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 HORNOR, TOWNSEND & KENT, LLC 496 advisers $9.01B AUM