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Best financial advisors in Soddy Daisy, TN

Registered advisers within 25 miles of Soddy Daisy, TN.

Offices
201
Firms
85
Combined AUM
$9.87T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,654,034 clients when Item 5C has a number
Avg / client
$3.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
BIGHAM WEALTH ADVISORY LLC
BELLWETHER INVESTMENT GROUP, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

Lee Hermon Prichard
Joshua Michael Lydell Davis
Rodney Heath Allen
Robert Martin Cabe
Trey Norris
MANUEL CARRIL
Derrick Carl Anderson
David Alexander Rowdy Byrum
CHARLEY LEWIS POORE
BRETT MATTHEW SMALLEY
CONNIE LEE WEST
Adivaraha Jayasankar
CHARLES KENNETH TREW
JOHN ALLEN LINDSEY
RONALD DEAN BAILEY
DAVID GREGORY QUEEN
Ian Matthew Early
Blake Stephen Abel
NICHOLAS GUCCIA
TINA BURR TREW
MATTHEW GREGORY GRANT
HEATHER CLARK ROGERS
STUART PRESTON VAUGHN
STEVEN B CAMPBELL
BENJAMIN L BROOME
EARL JOE MUSE
ALVIN LIONELL PARTRIDGE
Geoffrey Waite
Matthew T Crawford

Within 25 miles of Soddy Daisy, TN, Best Investors lists 85 registered investment advisory firms with 201 offices nearby, managing about $9.87T in combined regulatory AUM across 2,654,034 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 Soddy Daisy

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