Best financial advisors in Surgoinsville, TN

Registered advisers within 25 miles of Surgoinsville, TN.

Offices

52

Firms

25

Combined AUM

$7.18T

Firm-wide filings, not assets booked only here

Clients

900K

900,499 clients when Item 5C has a number

Avg / client

$7.97M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

201 S. WILCOX DR.
KINGSPORT, TN 37660-5146

16.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

122 E Jackson St.
Gate City, VA 24251

16.6 miles away

SILVER OAK SECURITIES, INCORPORATED

1402 EAST CENTER ST
KINGSPORT, TN 37662

TLG ADVISORS, INC.

1475 E Center Street
Kingsport, TN 37664

17.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1056 E Jackson St
Gate City, VA 24251

17.5 miles away

EDWARD JONES

1567 N EASTMAN ROAD SUITE 10
KINGSPORT, TN 37664

17.7 miles away

ONEAMERICA SECURITIES, INC.

1567 N Eastman Rd Suite 4
Kingsport, TN 37664

17.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1777 N EASTMAN ROAD SUITE 1
KINGSPORT, TN 37664

17.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1417 Warparth Dr.
Kingsport, TN 37664

LPL FINANCIAL LLC

2408 MEMORIAL BLVD
KINGSPORT, TN 37664

18.1 miles away

EDWARD JONES

1936 Brookside Dr Suite D
Kingsport, TN 37660

18.1 miles away

FRONTSIGHT WEALTH ADVISORS, LLC

2762 EAST CENTER STREET #204
KINGSPORT, TN 37664

18.2 miles away

EDWARD JONES

41854 East Morgan Ave
Pennington Gap, VA 24277

EDWARD JONES

4045 FORT HENRY DRIVE
KINGSPORT, TN 37663

CETERA INVESTMENT ADVISERS LLC

4105 FORT HENRY DRIVE
KINGSPORT, TN 37663

19.1 miles away

ALDEBARAN FINANCIAL INC

200 COLONIAL HEIGHTS ROAD
KINGSPORT, TN 37663

19.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

131 Wendover Dr
Kingsport, TN 37663

19.2 miles away

FLETCHER WEALTH MANAGEMENT, INC.

5501 FORT HENRY DR
KINGSPORT, TN 37663

21.5 miles away

AMERICAN VALUES INVESTMENTS, INC.

198 SUNCREST ST.
GRAY, TN 37615

21.9 miles away

EDWARD JONES

406 ROY MARTIN RD SUITE 5
GRAY, TN 37615

Firms

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SILVER OAK SECURITIES, INCORPORATED

TLG ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

ONEAMERICA SECURITIES, INC.

FRONTSIGHT WEALTH ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

ALDEBARAN FINANCIAL INC

AMERIPRISE FINANCIAL SERVICES, LLC

FLETCHER WEALTH MANAGEMENT, INC.

AMERICAN VALUES INVESTMENTS, INC.

Investors

Angela LeAnne Davis

WILLIAM JEFFREY BINGHAM

Jonathan Lee Yates

Lindsey Jason Webb

Lindsey Jane Bolton

Thomas Christian

RONALD WAYNE MATHEWS

Stewart W. Fisher

Brian Hugh Bishop

Michael Walter Haas

PETER WILLIAM RABER

Brian William Brummett

Kaylee Feathers

ROGER LORN GOIN

William Andrew Fletcher

Paula Michele Delawder

Within 25 miles of Surgoinsville, TN, Best Investors lists 25 registered investment advisory firms with 52 offices nearby, managing about $7.18T in combined regulatory AUM across 900,499 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 Surgoinsville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM