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Best financial advisors in Sweetwater, TN

Registered advisers within 25 miles of Sweetwater, TN.

Offices
37
Firms
15
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
566K
565,582 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
PROSPERA FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAPITAL SQUARE, LLC
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JAMES ROBERT FAIRWEATHER
Taylor James Fairweather
DEREK GATES DIETERICH
John O Acuff
Jeremy Niles Loftis
Olivia Cordell
Ashley Green Benson
Tolita Freeman
Kassidi Blake Freeman Hooper
Jordan Perleoni
MATTHEW SHERLOCK
KEVIN THOMAS SHEFFIELD
ROCKY STEVEN MONTGOMERY
Ben Roby Campbell
SKIDMORE CAMM GARRETT
Edward Augustis Boyd Hall
Kathryn Elizabeth Loftis
JEFFREY GUY SHELTON
Richard Guy Shelton
NOTLEY SIDNEY MADDOX
John Frederick Wallace
Cody Emerson Burrell
Erica Nichole Croomes
Jordan Kathryn Johnston
FRED SCOTT BURKE
Murray Holland Willis
William Bruce Patteson
Joseph Ladner
Deric Allen Runge
Jackson Charles Wiegold
DANE ALEXANDER OGDEN

Within 25 miles of Sweetwater, TN, Best Investors lists 15 registered investment advisory firms with 37 offices nearby, managing about $3.01T in combined regulatory AUM across 565,582 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 Sweetwater

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM