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Best financial advisors in Blue Water Estates, KY

Registered advisers within 25 miles of Blue Water Estates, KY.

Offices
15
Firms
6
Combined AUM
$2.86T
Firm-wide filings, not assets booked only here
Clients
321K
320,538 clients when Item 5C has a number
Avg / client
$8.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
ROBERT W. BAIRD & CO. INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Investors

Patrick Aubrae Dawson
Andy Carrol Hodges
Peggy Ann Jones
Tyler Jones
STEPHEN EARL CRISP
Jacob Campbell Williams
Mattison Elizabeth Oden
MATTHEW ALLEN KEM
Robert T Sipes
CHASE DREW THOMAS
LARRY EDWARD LANDRUM
CARY SCOTT COWAN
ABIGAIL LANDRUM
Andrew Wilson
PHILIP EARL FAULKNER
SUE S BADGETT
William Douglas Colburn
Holly Marie Bivins
CHARLES MICHAEL VENABLE
WILLIAM BARKLEY HUDSON
Benjamin Knight
Paul Eugene Knight
Klent Starks
THOMAS VAN HERNDON

Within 25 miles of Blue Water Estates, KY, Best Investors lists 6 registered investment advisory firms with 15 offices nearby, managing about $2.86T in combined regulatory AUM across 320,538 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 Blue Water Estates

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM