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Best financial advisors in Bardstown, KY

Registered advisers within 25 miles of Bardstown, KY.

Offices
62
Firms
26
Combined AUM
$5.35T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,116,134 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

MAGNATE ADVISORY SERVICES, LLC
FEDERAL HILL CAPITAL MANAGEMENT
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
YOUR BEST MOVE INC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

VALERIE M. DOWNS
ANDREW FERRILL MEREDITH
JAMES SHANNON HOERTER
Robert Ray Smotherman
Susan Smotherman Rapier
Jennifer Thompson Newton
Sean C Anderson
John Matthew Anderson
Terry Darren Royal
Noah Christian Royal
LELAND MICHAEL LANWAY
Francis Ronald Medley
DUSTIN COLBY LOOPER
Sarah Briton Hite
Thomas Nelson Rogers
Robert Lee Horton
Travis Allen Kuntz
Sarah Beth Curtsinger
Brandon Michael Taylor
CHARLES HARRY HAYDON
Kristen Lane Hammack
KURT ROSS OPELLA
Jason Brumley
Daniel Lee Sargent
Derek Lee Decker

Within 25 miles of Bardstown, KY, Best Investors lists 26 registered investment advisory firms with 62 offices nearby, managing about $5.35T in combined regulatory AUM across 1,116,134 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 Bardstown

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 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 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM