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Best financial advisors in Lexington, KY

Registered advisers within 25 miles of Lexington, KY.

Offices
310
Firms
128
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,031,534 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
ITRUST ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MONEYWISE, INC.
PROACTIVE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
SANCTUARY ADVISORS, LLC
BURL INVESTMENT MANAGEMENT, LLC
FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
U.S. BANCORP ADVISORS, LLC
MONEYWATCH ADVISORS, INC.

Investors

BETHANY HICKS
Taylor Gene Yelton
Elizabeth Cawood
JOSEPH TODD STRICKLIN
WILLIAM BELTZHOOVER CONNER
JOHN FRANCIS GETTLER JR
Leo Drew Gies
EUGENE ALLEN CASTLE
John L York
LAWRENCE ST JOHN YORK
Audrey Back
Mark A Parrott
Adam Bryant McDonald
JOHN CLINTON PARKHURST
Darren Williams
MARK DONALD KORONA
DAVID WALTER DEMAREST
Spencer Tabor
Sarah Anne Clark
ALLEN CRUCE GARNER
MIKHAIL SERGEYEVICH POTAPOV
JAMES MATTHEW COOPER
David Claytor
Mark Alexander Telfer
Aaron Glenn Ball
Whitney Taylor Greer
ROWENA YORK RUFF
DANIEL CROCKETT
Christian Blake Erickson
CHRISTIAN EASTWOOD ERICKSON
Kaitlyn Virginia Cundiff
RAMSEY PIERSE BOVA
Stephen Byars
Robert John Hammond

Within 25 miles of Lexington, KY, Best Investors lists 128 registered investment advisory firms with 310 offices nearby, managing about $14.6T in combined regulatory AUM across 3,031,534 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 Lexington

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM