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Best financial advisors in Belfry, KY

Registered advisers within 25 miles of Belfry, KY.

Offices
13
Firms
8
Combined AUM
$2.09T
Firm-wide filings, not assets booked only here
Clients
295K
295,062 clients when Item 5C has a number
Avg / client
$7.07M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
CALTON & ASSOCIATES, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
FIRST FINANCIAL COACHING, INC.

Investors

George Walter Swain
Jeremy Aaron Slone
LAURA FRANCES SIDWELL FELTNER
Misty Lanae Sturgill
Jeffery Carter Hensley
Aubrey Odell Onkst
William Dale Branham
OLIVER BRYAN WILLIAMSON
SEAN MICHAEL HURLEY
RONNIE D SPENCE
Sarah Marie Lange Hyden
Julie Lynne Smith
KENNY ALLAN JEFFREY
Byron Keith Akers
JIMMY MILLARD BEVINS

Within 25 miles of Belfry, KY, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $2.09T in combined regulatory AUM across 295,062 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 Belfry

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 6 CALTON & ASSOCIATES, INC. 144 advisers $1.58B AUM 7 FIRST FINANCIAL COACHING, INC. 14 advisers $671M AUM 8 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM