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Best financial advisors in Bethlehem, KY

Registered advisers within 25 miles of Bethlehem, KY.

Offices
26
Firms
14
Combined AUM
$3.42T
Firm-wide filings, not assets booked only here
Clients
733K
732,906 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
VISTAFRONT PARTNERS INC
EDWARD JONES
OSAIC ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
PRIVATE CLIENT SERVICES, LLC
PFS INVESTMENTS INC.
MONEY CONCEPTS CAPITAL CORP
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PNC WEALTH MANAGEMENT LLC

Investors

MARK HAMPTON SMITH
RANDY LYNN BEHYMER
GARY REED STRATTON
William Andrew Kent
MICHAEL LAYNE WILKERSON
NATALIE MARIE THOMAS
Robert Clay Groce
DAVID ALLEN WOOD
JAMES EDWARD CLOUSE
SARAH ELIZABETH GREEN-ROBINSON
Amzie Lee Wenning
PAUL DAVID SLAUGHTER
James Duncan McGary
JAMES PATRICK DOLL
PAMELA GAIL MOORE
ROBERT WENDELL BROWN
John Scott Kline
Jeffrey L Robinson
Bradley Dale Holland
KEVIN CHARLES CRAHAN
BENJAMIN BROADBENT WEIBLE
David Price
Kamron Mitchell Terry
WILLIAM TAYLOR KEMPER
JARED KEMPER
Broderick Solomon
Allison Fietsch
WILLIAM MAURICE MORIARTY
Amanda Grace Connaughton
Zachary Stephen Van Zant
Robin Hollis Lawson

Within 25 miles of Bethlehem, KY, Best Investors lists 14 registered investment advisory firms with 26 offices nearby, managing about $3.42T in combined regulatory AUM across 732,906 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 Bethlehem

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM