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Best financial advisors in Unionville, TN

Registered advisers within 25 miles of Unionville, TN.

Offices
105
Firms
38
Combined AUM
$8.83T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,472,878 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
API FINANCIAL ADVISORS, LLC
MWA FINANCIAL SERVICES INC.

Investors

Christopher Klasen
Derek Lee Simmons
SARAH SIERAWSKI PAPPAS
Staci Lynne Irwin
Shantele N Hoover
Nicole Drejerwski

Within 25 miles of Unionville, TN, Best Investors lists 38 registered investment advisory firms with 105 offices nearby, managing about $8.83T in combined regulatory AUM across 1,472,878 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 Unionville

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM