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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
MAGNATE ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
SILVER OAK SECURITIES, INCORPORATED
PAGE FINANCIAL SERVICES, LLC
EDWARD JONES
OAK PROOF MANAGEMENT LLC
PNC WEALTH MANAGEMENT LLC
FENWICK FINANCIAL
FIFTH THIRD SECURITIES, INC.
GWN SECURITIES INC.

Investors

MATTHEW WILLIS TYLER
RYAN ALAN BAKER
BRENTON E DITTO
Jarred Kyle Butler
ANDREW TRAVIS EURTON
WENDELL LEE BUNCH
AMY LYNN RODGERS
JOHN CHRISTOPHER COGSWELL
Logan Walton Kalb
TERESA TOMPKINS APPELL
Paul H Hogan
WILLIAM KEVIN HAYDEN
ROBERT NEIL ATCHER
RICHARD MARK PAGE
DENNIS CARLYLE FRANK
Jaime L Sicairos
Joshua Paul Stewart
MICHAEL ROBERTS FLOWERS
ELIZABETH NICOLE WHEATLEY
Zachary B Mattingly
Nathaniel Jordan
Lucas Walter Fenwick
Autumn N Wood
CODEY ALLEN O'DANIEL

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