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Best financial advisors in Westmoreland, TN

Registered advisers within 25 miles of Westmoreland, TN.

Offices
23
Firms
13
Combined AUM
$2.85T
Firm-wide filings, not assets booked only here
Clients
325K
324,681 clients when Item 5C has a number
Avg / client
$8.78M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PAUL WINKLER, INC.
U.S. BANCORP ADVISORS, LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.

Investors

JEFFREY ALAN DUNCAN
Bailey Leighann Sewell
DAVID LEE CLUTTER
William Archibald Robertson
William A Robertson
CHESTER WAGGONER
Alex Hayes Wakefield
ANNA MURRAY STEPHENS
JONATHAN MORRIS WALKER
Darrin Leon Wiseman
Peter Alba Trice
Linda Murphy
Michael Jones Caron
FRANK FERRELL BOWLING
SCOTT THOMAS PASCHAL
SCOTT TRACY WETTENGEL
CHRIS ROBERTSON KIMLER
JEANNIE BULLARD GREGORY PATTERSON
Jason R Holland
Felipe Antonio Gonzalez
MARILEE ANN THOMSON
Chad Thomas Adams
Sally Maloney
Samuel Thomas Segars
Steven Augustine Marr
Darian Paige Goss
KRIS J KINSLOW
Brandon Fykes
John Coleman Ellett

Within 25 miles of Westmoreland, TN, Best Investors lists 13 registered investment advisory firms with 23 offices nearby, managing about $2.85T in combined regulatory AUM across 324,681 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 Westmoreland

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 MERCER GLOBAL ADVISORS INC. 87 clients · 768 advisers $84.4B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM