Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Athens, TN

Every SEC-registered investment adviser representative at a firm office in Athens, with the firms that employ the most of them.

14 registered advisors work in Athens; the most are at Edward Jones (4). 0 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Athens

FirmAdvisors in Athens
Edward Jones news4
Cambridge Investment Research Advisors, Inc. news2
Capital Square, LLC2
Cetera Investment Advisers LLC news1
Eagle Strategies LLC1
Equitable Advisors, LLC news1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
United Advisors America1

Advisors in Athens, A to Z

Search all of Tennessee →

Other cities in Tennessee

All of Tennessee →

Nashville 1,131Memphis 840Knoxville 789Franklin 678Brentwood 539Chattanooga 433Murfreesboro 155Germantown 154Johnson City 133Jackson 88Clarksville 87Hendersonville 69Kingsport 69Cookeville 67Maryville 56Collierville 54Columbia 45Gallatin 41Cleveland 39Lebanon 34Goodlettsville 32Hixson 32Cordova 31Spring Hill 28

Questions

How many financial advisors are in Athens, TN?

14 investment adviser representatives are registered at firm offices in Athens, Tennessee, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Athens?

Edward Jones, with 4 registered advisors in Athens, followed by Cambridge Investment Research Advisors, Inc. with 2.

How do I check a financial advisor in Athens?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.