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Best financial advisors in Confluence, KY

Registered advisers within 50 miles of Confluence, KY.

Offices
20
Firms
7
Combined AUM
$2.64T
Firm-wide filings, not assets booked only here
Clients
337K
336,734 clients when Item 5C has a number
Avg / client
$7.83M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Investors

JUDY THOMAS PHELPS
Todd Allen Strouse
RALEIGH DAYTON RYSER
Robyn Kathryn Armstrong
TABITHA LYNN ELAM
Jonathon Paul Hibbard
Caleb Kenneth Taylor
J MICHAEL CLOYD
PHILIP ANDERSON MCDONALD
Michael Paul Fiechter
Brian Hugh Bishop
MALLORY SPARKS DAVIS
GARY EDMUND JOHNSON
STEVEN CHRISTOPHER PHIPPS
LEE KAREN PARKS
Matthew Taylor
Sara Beth Davis
Aaron Colby Reasor
Matthew Raymond Jones
David Brian Whitlock
Angela Michelle Drake
Marcus Adam Trantham

Within 50 miles of Confluence, KY, Best Investors lists 7 registered investment advisory firms with 20 offices nearby, managing about $2.64T in combined regulatory AUM across 336,734 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 Confluence

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM