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Best financial advisors in Bethanna, KY

Registered advisers within 25 miles of Bethanna, KY.

Offices
4
Firms
4
Combined AUM
$2.63T
Firm-wide filings, not assets booked only here
Clients
432K
431,515 clients when Item 5C has a number
Avg / client
$6.10M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES

Investors

MICHAEL CHASE CAUDILL
Gregory Lorenza Dempsey
Byron Keith Akers
Sarah Marie Lange Hyden
Julie Lynne Smith

Within 25 miles of Bethanna, KY, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $2.63T in combined regulatory AUM across 431,515 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 Bethanna

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM