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Best financial advisors in Kenai, AK

Registered advisers within 25 miles of Kenai, AK.

Offices
8
Firms
5
Combined AUM
$1.05T
Firm-wide filings, not assets booked only here
Clients
28.8K
28,751 clients when Item 5C has a number
Avg / client
$36.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
COLDSTREAM WEALTH MANAGEMENT
LINK ASSET MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.

Investors

Jack Hartson Hester
KRISTIE DAWN BABCOCK
JAMES LAWRENCE MOORE
Justin Gordon
S Glenese Pettey
Matthew Kim
Josselyn B O'Connor
Robert Ross
January Dreier
Tanner Varrick Link
JOHN VINCENT SKURKEY
Shelby Lanette Stein

Within 25 miles of Kenai, AK, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $1.05T in combined regulatory AUM across 28,751 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 Kenai

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 COLDSTREAM WEALTH MANAGEMENT 139 advisers $13.9B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 CENTAURUS FINANCIAL, INC. 436 advisers $9.74B AUM 5 LINK ASSET MANAGEMENT LLC 1 advisers $3.74M AUM