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Best financial advisors in Lancaster, KY

Registered advisers within 25 miles of Lancaster, KY.

Offices
135
Firms
48
Combined AUM
$5.05T
Firm-wide filings, not assets booked only here
Clients
1.31M
1,306,142 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
RESURGENT ADVISORS
KINGSWOOD WEALTH ADVISORS, LLC

Investors

KATHRYN MAE FARTHING
William Currie Martin
HUGH GATES HINES
William Brian Duncan
TIMOTHY JOE MCDANIEL
Josiah Matthew Robbins
CYNTHIA J LANHAM
Andrew H. Bond
Alex Wagner
JASON M CULLEN
THOMAS MICHAEL TYE
Jerry Dewayne Smothers
William Richards Griffin
GEORGE MICHAEL PERROS
VALERY MESSER MCMANN
AMY LEE NEWELL
JEFFREY KEITH JOINER
Evan Cristofer McMann
Heidi Lynn Crutchfield
DAVID A MORRIS
Teresa Lynn Smothers
Robert Chase Phillips
Brock Jones
Jason Scott Dunn
STEPHEN MICHAEL PAGE
Daniel B Van Horn
Kenneth Chad Tindall
Allison P Shaffer
LeTicia Williams-Preacely
Roy Stephen Gross

Within 25 miles of Lancaster, KY, Best Investors lists 48 registered investment advisory firms with 135 offices nearby, managing about $5.05T in combined regulatory AUM across 1,306,142 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 Lancaster

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 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM