Best financial advisors in Portland, TN

Registered advisers within 25 miles of Portland, TN.

Offices

91

Firms

30

Combined AUM

$6.49T

Firm-wide filings, not assets booked only here

Clients

910K

909,838 clients when Item 5C has a number

Avg / client

$7.13M

Combined AUM ÷ clients

Nearby offices

PFS INVESTMENTS INC.

124 MAIN ST STE 6
PORTLAND, TN 37148

EDWARD JONES

112 MAIN STREET
PORTLAND, TN 37148

EDWARD JONES

113 WEST CEDAR STREET
Franklin, KY 42134

11.7 miles away

EDWARD JONES

2944 Hwy 31-W Suite 2
White House, TN 37188-0000

11.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

310 N Main St
Franklin, KY 42134

11.8 miles away

EDWARD JONES

610 D HWY 76
WHITE HOUSE, TN 37188

11.8 miles away

EDWARD JONES

726 NORTH MAIN STREET
FRANKLIN, KY 42134

12.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

221 N Water Ave.
Gallatin, TN 37066

12.5 miles away

PAUL WINKLER, INC.

150 N Water Avenue
Gallatin, TN 37066

12.5 miles away

CETERA INVESTMENT ADVISERS LLC

285 E MAIN ST
GALLATIN, TN 37066

12.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

126-B EAST MAIN STREET
GALLATIN, TN 37066

12.6 miles away

U.S. BANCORP ADVISORS, LLC

600 W Nashville Pike
Gallatin, TN 37066

12.9 miles away

LPL FINANCIAL LLC

668 NASHVILLE PIKE
GALLATIN, TN 37066

12.9 miles away

EDWARD JONES

600 COMMONS DR STE 100
GALLATIN, TN 37066

13.2 miles away

MERCER GLOBAL ADVISORS INC.

607 Commons Drive
Gallatin, TN 37066

13.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

180 N. Belvedere Dr. Ste. 2
Gallatin, TN 38066

13.2 miles away

FIFTH THIRD SECURITIES, INC.

1131 NASHVILLE PIKE
GALLATIN, TN 37066

13.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1172 Nashville Pike
Gallatin, TN 37066

13.5 miles away

OSAIC WEALTH, INC.

1045 GREENSBORO DRIVE SUITE 110
GALLATIN, TN 37066

14.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1534 Noah Lane
Gallatin, TN 37066

14.5 miles away

Firms

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

PAUL WINKLER, INC.

CETERA INVESTMENT ADVISERS LLC

U.S. BANCORP ADVISORS, LLC

LPL FINANCIAL LLC

MERCER GLOBAL ADVISORS INC.

FIFTH THIRD SECURITIES, INC.

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DAVID LEE CLUTTER

William Archibald Robertson

William A Robertson

Chad Thomas Adams

Sundi Suzanne Puckett

Samuel Thomas Segars

Steven Augustine Marr

Darian Paige Goss

Alex Hayes Wakefield

JONATHAN MORRIS WALKER

CHESTER WAGGONER

ANNA MURRAY STEPHENS

Darrin Leon Wiseman

SCOTT TRACY WETTENGEL

CHRIS ROBERTSON KIMLER

Peter Alba Trice

Michael Jones Caron

FRANK FERRELL BOWLING

SCOTT THOMAS PASCHAL

JEANNIE BULLARD GREGORY PATTERSON

Jason R Holland

Felipe Antonio Gonzalez

MARILEE ANN THOMSON

John Coleman Ellett

Within 25 miles of Portland, TN, Best Investors lists 30 registered investment advisory firms with 91 offices nearby, managing about $6.49T in combined regulatory AUM across 909,838 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 Portland

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM