Best Investors Account Sign in

Best financial advisors in Trezevant, TN

Registered advisers within 25 miles of Trezevant, TN.

Offices
19
Firms
9
Combined AUM
$3.24T
Firm-wide filings, not assets booked only here
Clients
399K
398,653 clients when Item 5C has a number
Avg / client
$8.13M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
SYCAMORE FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC

Investors

BRYAN MATTHEW MERRICK
MICHAEL EDWARD CARY
Brents Keith Priestley
Jed Davis Robinson
Maxwell Halford
BRITA RAE HOUTZ
Stephen Nicholas Priddy
Cody Wade Crocker
Eric Lynn Allen
Christy Michelle Allen
AMY BRITT GREER
John Matthew Ross
Mitchell Stanton Everett
TIMOTHY LEE SHANKLIN
Charles E. Cloud
Shanna Marie Ambrose
Michael Sargent
Nolan Riley Poteete
Brian Gregory Tusa
Allen C Barton
William Wallace Jelks
BEVERLY BOYD NEIGHBORS
Samuel Howard McDaniel
Peter J. Piskos
Amanda Lou Barnhill

Within 25 miles of Trezevant, TN, Best Investors lists 9 registered investment advisory firms with 19 offices nearby, managing about $3.24T in combined regulatory AUM across 398,653 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 Trezevant

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 KINGSVIEW WEALTH MANAGEMENT, LLC 120 advisers $8.96B AUM