Best financial advisors in Defoe, KY

Registered advisers within 25 miles of Defoe, KY.

Offices

37

Firms

19

Combined AUM

$4.21T

Firm-wide filings, not assets booked only here

Clients

862K

861,780 clients when Item 5C has a number

Avg / client

$4.88M

Combined AUM ÷ clients

Nearby offices

J.P. MORGAN SECURITIES LLC

251 BOONE STATION
SHELBYVILLE, KY 40065

15.2 miles away

CETERA INVESTMENT ADVISERS LLC

308 MAIN STREET
SHELBYVILLE, KY 40065

15.7 miles away

LPL FINANCIAL LLC

416 MAIN ST
SHELBYVILLE, KY 40065

15.7 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

500 MAIN STREET
SHELBYVILLE, KY 40065

15.8 miles away

EDWARD JONES

611 MAIN STREET
SHELBYVILLE, KY 40065

15.8 miles away

OSAIC ADVISORY SERVICES, LLC

307 Washington Street
Frankfort, KY 40601

16.1 miles away

EDWARD JONES

306 WEST MAIN ST
FRANKFORT, KY 40601-1840

16.2 miles away

PRIVATE CLIENT SERVICES, LLC

305 ANN ST
FRANKFORT, KY 40601

16.3 miles away

LPL FINANCIAL LLC

417 HIGH STREET
FRANKFORT, KY 40601

16.3 miles away

VISTAFRONT PARTNERS INC

682 TETON TRAIL
FRANKFORT, KY 40601

16.5 miles away

EDWARD JONES

77 Mack Walters Rd Suite 210
Shelbyville, KY 40065-1789

16.5 miles away

EDWARD JONES

623 Comanche Trail
Frankfort, KY 40601-0000

16.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

949 Louisville Rd Suite C
Frankfort, KY 40601-3354

16.8 miles away

LPL FINANCIAL LLC

227 MIDLAND PARK SUITE 3A
SHELBYVILLE, KY 40065

16.9 miles away

MONEY CONCEPTS CAPITAL CORP

4 HUDSON HOLLOW ROAD
FRANKFORT, KY 40601

16.9 miles away

EDWARD JONES

60 STONECREST SUITE 120
SHELBYVILLE, KY 40065

PFS INVESTMENTS INC.

120 WALNUT ST
FRANKFORT, KY 40601

17.4 miles away

EDWARD JONES

76 C MICHAEL DAVENPORT BLVD SUITE 3
FRANKFORT, KY 40601

17.5 miles away

PNC WEALTH MANAGEMENT LLC

415 SOUTH FIRST STREET
LAGRANGE, KY 40031

18.1 miles away

EDWARD JONES

111 EAST MAIN STREET
LA GRANGE, KY 40031

18.2 miles away

Firms

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

OSAIC ADVISORY SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC

VISTAFRONT PARTNERS INC

STATE FARM INVESTMENT MANAGEMENT CORP.

MONEY CONCEPTS CAPITAL CORP

PFS INVESTMENTS INC.

PNC WEALTH MANAGEMENT LLC

Investors

Jeffrey L Robinson

Bradley Dale Holland

KEVIN CHARLES CRAHAN

BENJAMIN BROADBENT WEIBLE

Kamron Mitchell Terry

MICHAEL LAYNE WILKERSON

NATALIE MARIE THOMAS

Robert Clay Groce

DAVID ALLEN WOOD

JAMES EDWARD CLOUSE

SARAH ELIZABETH GREEN-ROBINSON

Amzie Lee Wenning

JAMES PATRICK DOLL

PAUL DAVID SLAUGHTER

James Duncan McGary

GARY REED STRATTON

Merrick Anthony Hicks

William Andrew Kent

ROBERT WENDELL BROWN

ANTHONY LEE TINSLEY

MARK KEVIN STIVERS

John Scott Kline

Ashley Travis Cassity

PAMELA GAIL MOORE

John Neal Hibbard

WILLIAM TAYLOR KEMPER

Broderick Solomon

Allison Fietsch

Within 25 miles of Defoe, KY, Best Investors lists 19 registered investment advisory firms with 37 offices nearby, managing about $4.21T in combined regulatory AUM across 861,780 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 Defoe

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 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM