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Best financial advisors in Georgetown, KY

Registered advisers within 25 miles of Georgetown, KY.

Offices
224
Firms
102
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.96M
2,964,742 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

FWG INVESTMENTS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
MIDDLEGROUND CAPITAL
J.P. MORGAN SECURITIES LLC
FIRST KENTUCKY SECURITIES CORPORATION
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUPREE & COMPANY, INC.
MCF ADVISORS, LLC
DEAN DORTON WEALTH MANAGEMENT, LLC

Investors

Coleman Reid Whitmill
Robert Jay Davis
STEPHEN ARTHUR WOODRUM
GRANT CAMERON REA
Eric Bentley
Jeffrey Lynn Antle
Patrick Mitchell
Haley Cooper
Jose Rodolfo Manzon
Clayton Millen
Wesley Taylor Wilson
KYLE ROBERT KINZIG
AUSTIN PARKER FLATT
BRADLEY CLARK PICKRELL
RUTH HUTCHISON WEBB
RAYMOND STRAND KRAMER
CHRISTINA JONES HARRISON
Tyler B Martin
James T Royse
Marcus Andrew Wade
SAVANNAH BROOKE MARTIN
SHERRY DENISE HOLLEY
Andrews Thomas Barker
STEPHEN ALAN WRIGHT
THOMAS R HAYDEN
Kristen Kirkwood
BRADLEY CLAY FISHER
PATRICK Shawn SCARBOROUGH
STEVEN JOSEPH GIACOBBE
KRISTOPHER J KELLINGHAUS
NICHOLAS CHARLES NEWELL
Peter deWyckoff Bryans
Ronald Christopher Ridings
Matthew Lawrence Rose
George T Barker
TIMOTHY ANDREW GAVIN
GLENN DAVID BUJNOCH
ANDREW D SATHE
TIMOTHY JOSEPH DOUGHERTY
WILLIAM SHAWN CLARK
Harrison Dean
ROBERT BRUCE SATHE
CHRISTOPHER THOMAS COCHRAN
GERALD EDWARD YOX
Noah L. Sayre
WILLIAM J BACKSCHEIDER
HUNTER BROWN NIGHBERT
JAMES SCOTT DOWNING
BRITTANY BROWNING MANNING
Sean T Lamanna
JEFFREY LEWIS JENNINGS
DAVID LEE HARRIS
ADAM MICHAEL DAVEY
DIANA LYNN COVELL
DIEGO GERMAN VALLOTA

Within 25 miles of Georgetown, KY, Best Investors lists 102 registered investment advisory firms with 224 offices nearby, managing about $11.7T in combined regulatory AUM across 2,964,742 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 Georgetown

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM