Best Investors Account Sign in

Best financial advisors in Lebanon, KY

Registered advisers within 25 miles of Lebanon, KY.

Offices
33
Firms
15
Combined AUM
$2.55T
Firm-wide filings, not assets booked only here
Clients
270K
270,033 clients when Item 5C has a number
Avg / client
$9.43M
Combined AUM ÷ clients

Nearby offices

Firms

CREATIVE FINANCIAL DESIGNS, INC.
LPL FINANCIAL LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
R.D. SMOTHERS WEALTH MANAGEMENT
TRANSAMERICA FINANCIAL ADVISORS, LLC
MAGNATE ADVISORY SERVICES, LLC
FEDERAL HILL CAPITAL MANAGEMENT

Investors

CHARLES MARTIN WHITE
Dylan Cambron
DAVID MICHAEL WINEBRENNER
Kalei Cox
Bradford Wayne Cox
Amanda Wells Schmutte
Adam Thomas Poff
Abby Scott Wiser
CHARLES HARRY HAYDON
Brandon Michael Taylor
WADE ALLEN FLOWERS
Sarah Marie Hall
Mason Fowler
Larry Michael Bowen
Aaron Alston Sharlow
Roger Dale Smothers
DALTON JACE HARRIS
Quentin Travis Knifley
Micah Shayne Parish
Walter Kevin Jones
Sarah Beth Curtsinger
Travis Allen Kuntz
VALERIE M. DOWNS
ANDREW FERRILL MEREDITH
JAMES SHANNON HOERTER
Robert Ray Smotherman
Susan Smotherman Rapier
Jennifer Thompson Newton
Sean C Anderson

Within 25 miles of Lebanon, KY, Best Investors lists 15 registered investment advisory firms with 33 offices nearby, managing about $2.55T in combined regulatory AUM across 270,033 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 Lebanon

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 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 CREATIVE FINANCIAL DESIGNS, INC. 473 clients · 166 advisers $2.94B AUM