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Best financial advisors in Falmouth, KY

Registered advisers within 25 miles of Falmouth, KY.

Offices
14
Firms
8
Combined AUM
$3.67T
Firm-wide filings, not assets booked only here
Clients
663K
662,917 clients when Item 5C has a number
Avg / client
$5.53M
Combined AUM ÷ clients

Nearby offices

Firms

RFG ADVISORY, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
STRATEGIC ADVISERS LLC

Investors

WILLIAM DAVID SMITH
JAMES DANIEL KEITH
CAROLYN THOMAS THOMPSON
James Michael Smith
Carl Campbell
Madison T Fogle
Mark J Trachsel
JOHN LEWIS HOFFMAN
JOEL ALFRED BERGANTINO
Jonathan Michael Eschan
Austin Stewart Lay
DAVID KEITH SPINDLE
Robert S Bullock
Michael Young
Kelly Meyers Malatesta
JESSICA L. LUCAS
Jeffrey Fay
BONNIE COGSWELL
Christian Ehrin Ernst
Phillip Lee Hyland

Within 25 miles of Falmouth, KY, Best Investors lists 8 registered investment advisory firms with 14 offices nearby, managing about $3.67T in combined regulatory AUM across 662,917 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 Falmouth

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 7 RFG ADVISORY, LLC 12 clients · 189 advisers $7.97B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM