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Best financial advisors in Buena Vista, TN

Registered advisers within 25 miles of Buena Vista, TN.

Offices
24
Firms
6
Combined AUM
$2.50T
Firm-wide filings, not assets booked only here
Clients
268K
267,912 clients when Item 5C has a number
Avg / client
$9.34M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES

Investors

MATTHEW ALAN PLUMLEY
Matthew Holmes Spellings
Brian Gregory Tusa
Allen C Barton
William Wallace Jelks
BEVERLY BOYD NEIGHBORS

Within 25 miles of Buena Vista, TN, Best Investors lists 6 registered investment advisory firms with 24 offices nearby, managing about $2.50T in combined regulatory AUM across 267,912 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 Buena Vista

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 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 KINGSVIEW WEALTH MANAGEMENT, LLC 120 advisers $8.96B AUM