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Best financial advisors in Johnson City, TN

Registered advisers within 25 miles of Johnson City, TN.

Offices
141
Firms
59
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
1.97M
1,965,478 clients when Item 5C has a number
Avg / client
$5.75M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ONEAMERICA SECURITIES, INC.
MML INVESTORS SERVICES, LLC
EDWARD JONES
TURGEON & CO
GUARDIAN WEALTH ADVISORS, LLC
OSAIC WEALTH, INC.
VALUES FIRST ADVISORS, INC.
THE RETIREMENT PLANNING GROUP, LLC
CWM, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
STRATEGIC ADVISERS LLC

Investors

Matthew R Johnson
Michael Nuzzi
Amanda Wilson Wilmot
BRYAN A HOUSTON
Kevin White
Blaine D Ratliff
Trevor Dangerfield Smith
Joseph Marion Holifield
CRAIG LOWELL TORBETT
Megan Nicole Rogers
Hunter Scott Turgeon
Amaya Yarid
RUSSELL WILLIAM INGRAM
RUSSELL WILLIAM INGRAM
Allison Marie Young
Bryan Wilson Hawk
ANDREW MICHAEL FERGUSON
LARRY ALEXANDER ELLIS
Clifford John Taylor
KENNETH GRANT BREWER
BENJAMIN PATRICK NUNN
ROY ELVIN NUNN
MICHAEL DALE MITCHELL
SCOTT ANTHONY MARMO
Sasha Stewart
Amy Grindstaff
JONATHAN EDWARD MULLINS
Monique Lachelle Cross
David Lester Beerman
Richard Curtis Alexander
ANGELA DIONNE GANGER
MICHELLE LEA HILL
John Taylor Fleenor
JEFFREY ALLEN ANDERSON
GREGORY GERARD SCHUETTE
Brackton D Smith
ETHAN S. PARSONS
JACOB DENNIS
CASEY SHEFFIELD
LINDSEY WORTMAN HIGGINS
ANTHONY TEVIS
JOSHUA STEVENSON
SARAH MICHELLE NEWMAN
CURTIS A MONTGOMERY
J CHRISTOPHER MILLBURN
JOHN CARTER LAWRENCE
CHRIS FIELDS

Within 25 miles of Johnson City, TN, Best Investors lists 59 registered investment advisory firms with 141 offices nearby, managing about $11.3T in combined regulatory AUM across 1,965,478 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 Johnson City

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM