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Best financial advisors in Berea, KY

Registered advisers within 25 miles of Berea, KY.

Offices
29
Firms
14
Combined AUM
$4.12T
Firm-wide filings, not assets booked only here
Clients
759K
759,209 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC

Investors

David C Johns
Dennis Chris Gilbert
Amber Middleton
Dawn Thompson
Rickie Dee Miller
Sean Michael Click
Kenneth Chad Tindall
Allison P Shaffer
William Kevin Shaffer
Christopher Owen Menser
JERRY ALAN GOBLE
Lucas B. Meadors
Justin C. Priode
JAMIE ALAN LITTLE
GEORGE NELSON RIDINGS
KRISTOFFER DOUGLAS ARNOLD
MARK DENNIS VANLEEUWEN
Rachel Hooker
Sarah Michelle Spurlock
Connor Josephson
JOSEPH PHILLIP ROBERTS
ROBERT JOSEPH ROBERTS
Ethan Q Taylor
Derek F Stivers
Russell C. McAlister
Jeremiah McAlister
Jonathan Michael Clark
Joshua Arthur
Justin Timothy Moore
Trenton Edgington
KATHRYN MAE FARTHING

Within 25 miles of Berea, KY, Best Investors lists 14 registered investment advisory firms with 29 offices nearby, managing about $4.12T in combined regulatory AUM across 759,209 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 Berea

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM