Best financial advisors in Lexington, IN

Registered advisers within 25 miles of Lexington, IN.

Offices

39

Firms

18

Combined AUM

$5.44T

Firm-wide filings, not assets booked only here

Clients

780K

780,177 clients when Item 5C has a number

Avg / client

$6.97M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

3 E WARDELL STREET
SCOTTSBURG, IN 47170

J.P. MORGAN SECURITIES LLC

913 W. MCCLAIN AVENUE
SCOTTSBURG, IN 47170

10.6 miles away

EDWARD JONES

941 WEST MCCLAIN
SCOTTSBURG, IN 47170

10.6 miles away

EDWARD JONES

1551 CLIFTY DRIVE
MADISON, IN 47250

10.7 miles away

EDWARD JONES

1113 CLIFTY DR
MADISON, IN 47250

11.3 miles away

EDWARD JONES

117 W MAIN
MADISON, IN 47250-0334

11.6 miles away

ROBERT W. BAIRD & CO. INCORPORATED

220 CLIFTY DRIVE SUITE N
MADISON, IN 47250

12.3 miles away

LPL FINANCIAL LLC

201 CLIFTY DRIVE
MADISON, IN 47250

12.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

501 Clifty Dr
Madison, IN 47250

STATE FARM INVESTMENT MANAGEMENT CORP.

1034 Market St
Charlestown, IN 47111

16.6 miles away

EDWARD JONES

956 MARKET STREET
CHARLESTOWN, IN 47111

16.6 miles away

OSAIC WEALTH, INC.

509 HIGHLAND AVENUE
CARROLLTON, KY 41008

21.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

304 W Jefferson St
La Grange, KY 40031

21.9 miles away

CETERA INVESTMENT ADVISERS LLC

309 W. JEFFERSON STREET
LAGRANGE, KY 40031

21.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

320 Triangle Dr
Sellersburg, IN 47172

EDWARD JONES

111 EAST MAIN STREET
LA GRANGE, KY 40031

EDWARD JONES

35 S State Street Suite 4
North Vernon, IN 47265

22.2 miles away

PNC WEALTH MANAGEMENT LLC

415 SOUTH FIRST STREET
LAGRANGE, KY 40031

22.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1206 Highland Ave
Carrollton, KY 41008

22.5 miles away

EAGLE STRATEGIES LLC

7223 OLD CLORE LANE
PROSPECT, KY 40059

22.6 miles away

Firms

J.P. MORGAN SECURITIES LLC

ROBERT W. BAIRD & CO. INCORPORATED

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

PNC WEALTH MANAGEMENT LLC

EAGLE STRATEGIES LLC

Investors

JENNIFER LOUISE HENSLEY

Larry Christopher Petty

Jeffrey Mark Smith

Nicholas George Schafer

Chad Thomas Lewis

KYLE ALLEN LANTER

James Alan Leveille

JOSHUA TANNER MAHONEY

William Ross Hensler

JACOB LAWRENCE FEDOR

DALE ALLEN ROBINSON

James Matthew Adams

RANDY LYNN BEHYMER

WILLIAM MAURICE MORIARTY

Amanda Grace Connaughton

Zachary Stephen Van Zant

Robin Hollis Lawson

Blake Christopher Hanna

Allison Fietsch

Jacqueline Greathouse

WILLIAM TAYLOR KEMPER

Broderick Solomon

MARK HAMPTON SMITH

ROBERT HAWLEY QUAIFE

Within 25 miles of Lexington, IN, Best Investors lists 18 registered investment advisory firms with 39 offices nearby, managing about $5.44T in combined regulatory AUM across 780,177 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 Lexington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM