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Best financial advisors in Newbern, TN

Registered advisers within 25 miles of Newbern, TN.

Offices
19
Firms
7
Combined AUM
$2.91T
Firm-wide filings, not assets booked only here
Clients
383K
382,731 clients when Item 5C has a number
Avg / client
$7.60M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
SILVER OAK SECURITIES, INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JOHN ALLEN SLAYTON
VONDAL RADEAN DAVIDSON
RICHARD CHADWICK DAVIS
JULIA KAY COOK
JOHN ROBERT BOND
Evan Sanders
John Hartley Cloar
ZACH SMITH
JAMES THOMAS HOPPER
Anna Cape
Eric Lynn Allen
Christy Michelle Allen
AMY BRITT GREER
Michael Tosh Newman
KEVIN E SMITH
BRYAN CHRISTOPHER WILLIAMS
Campbell Spencer
Dalton Tyler Lewis
Tyler Albert Bolton
PHYLLIS ELAINE EDWARDS
Bradley David Harris
JAMES KENDRICK HARDIN
Audrey Clair Gregg
BENJAMIN HARRIS BEARD
Brock Andrew Brauer
BENTLEY THOMAS BEARD
SCOTT LEWIS FERGUSON
BENJAMIN CRAIG FERGUSON
RYAN NEIL STOVER
JOHN WILLIAM COOPER
MICHAEL SCOTT SCHOONOVER
Zachary Mackael Eckert
MICHELLE RENEE CONROY

Within 25 miles of Newbern, TN, Best Investors lists 7 registered investment advisory firms with 19 offices nearby, managing about $2.91T in combined regulatory AUM across 382,731 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 Newbern

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 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 CORNERSTONE WEALTH MANAGEMENT, LLC 4 clients · 83 advisers $4.93B AUM 7 SILVER OAK SECURITIES, INC. 42 clients · 119 advisers $2.45B AUM