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Best financial advisors in Mc Kinney, KY

Registered advisers within 25 miles of Mc Kinney, KY.

Offices
24
Firms
12
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
676K
675,674 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

FWG INVESTMENTS, LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVOCACY WEALTH MANAGEMENT, LLC

Investors

TINA DENISE CULP
Justin Kyle Thompson
Trenton Edgington
WILLIAM NATHAN PARKEY

Within 25 miles of Mc Kinney, KY, Best Investors lists 12 registered investment advisory firms with 24 offices nearby, managing about $3.01T in combined regulatory AUM across 675,674 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 Mc Kinney

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 KINGSWOOD WEALTH ADVISORS, LLC 122 advisers $3.80B AUM