Best financial advisors in Lewisburg, TN

Registered advisers within 25 miles of Lewisburg, TN.

Offices

48

Firms

18

Combined AUM

$4.11T

Firm-wide filings, not assets booked only here

Clients

546K

545,935 clients when Item 5C has a number

Avg / client

$7.52M

Combined AUM ÷ clients

Nearby offices

EAGLE STRATEGIES LLC

112 2ND AVENUE NORTH
LEWISBURG, TN 37091

AMERIPRISE FINANCIAL SERVICES, LLC

101 1st Ave N
Lewisburg, TN 37091-3312

EDWARD JONES

106 2ND AVENUE N
LEWISBURG, TN 37091

EAGLE STRATEGIES LLC

113 1ST AVE S,
LEWISBURG, TN 37091

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

217 S James Campbell Blvd.
Columbia, TN 38401

17.2 miles away

SAGESPRING WEALTH PARTNERS

816 S. Main Street
Columbia, TN 38401

17.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

22 PUBLIC SQ STE 1
COLUMBIA, TN 38401

17.3 miles away

LPL FINANCIAL LLC

32 PUBLIC SQUARE
COLUMBIA, TN 38401

17.3 miles away

EDWARD JONES

609 NORTH MAIN STREET
SHELBYVILLE, TN 37160-3210

17.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

111 E. 6th Street
Columbia, TN 38401

17.3 miles away

OSAIC WEALTH, INC.

708 NORTH MAIN STREET
COLUMBIA, TN 38401

17.3 miles away

LPL FINANCIAL LLC

635 N MAIN ST SUITE C2
SHELBYBILLE, TN 37160

17.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

909 S Garden St
Columbia, TN 38401

17.3 miles away

CETERA INVESTMENT ADVISERS LLC

101 ELM STREET
SHELBYVILLE, TN 37160

17.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

727 N Main St
Shelbyville, TN 37160

17.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

712 N. MAIN STREET P O BOX 165
SHELBYVILLE, TN 37160

17.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

712 N. Main Street
Shelbyville, TN 37160

17.4 miles away

INDEPENDENT FINANCIAL PARTNERS

611 N. Main Street
Columbia, TN 38401

17.4 miles away

INDEPENDENT FINANCIAL PARTNERS

611 N. Main Street Suite D
Columbia, TN 38401

17.4 miles away

PRIVATE ADVISOR GROUP, LLC

813 South Garden Street, Ste B
Columbia, TN 38401

17.4 miles away

Firms

EAGLE STRATEGIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SAGESPRING WEALTH PARTNERS

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

INDEPENDENT FINANCIAL PARTNERS

PRIVATE ADVISOR GROUP, LLC

Investors

Julia Lynne McCray

Bryson Thomas Hill

ANDREW THOMAS HILL

MICHAEL ANDREW WICKBERG

KATHRYN HAISLIP LINTZ

Steve Ray Lewis

BERRIE BETH COBLE

Hannah Aleane Colbert

William Pearson

CHARLES BRUCE GILLEN

Brandon Matt Wiitala

JEREMY RICHARD GEORGE

ERIC DANIEL WELLONS

Wayne Michael Cavender

Christian Cavender

Cade Harrison Morgan

Robert Hill Morgan

WEISLEY FRAZIER

GAYE MESSMER PIKE

MONTGOMERY SMITH JACKSON

BRETT LEE CROUSE

MONTEE ALLAN SNEED

JERET JAMES CROUSE

JESSE ROGERS CLAYTON

THOMAS HARDIN SNEED

TONY RUSSELL WOOTEN

Joseph Walker Galbraith

JAMES ISAAC WILLIAMS

Jacob Daniel Spence

JENNIFER JORDAN FELDHAUS

REBECCA HAZEL CARTER

Gregory Grant Hood

Within 25 miles of Lewisburg, TN, Best Investors lists 18 registered investment advisory firms with 48 offices nearby, managing about $4.11T in combined regulatory AUM across 545,935 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 Lewisburg

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM