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Best financial advisors in Millersburg, KY

Registered advisers within 25 miles of Millersburg, KY.

Offices
47
Firms
23
Combined AUM
$4.71T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,680,962 clients when Item 5C has a number
Avg / client
$2.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KEYSTONE FINANCIAL GROUP, LLC
TOWNSEND FINANCIAL PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
FWG INVESTMENTS, LLC
CHARLES SCHWAB & CO., INC.
SOUND INCOME STRATEGIES, LLC

Investors

Miranda Leigh Cecilia Wyles
Madison T Fogle
Mark J Trachsel
Lindsay Rice
BROOKE GRIFFITH SEALE
Andrew James Ryan
Emily Dawson
JOEL EDWIN GODBY
John Eldridge Morton
MELODY JO TOWNSEND
Jeremiah Matthew Creech
Harrison Nicholas Bailey
Alan McDowell Walters
John Shannon Saunier
Mollye Hensley Raney
Anthony Kersey
Carmack Douglas Kersey
ERIK TIMOTHY FLAIG
David Chad Abner
Coleman Reid Whitmill
Robert Jay Davis
STEPHEN ARTHUR WOODRUM
Anthony Lee McGlone
Rhonda Curran Koth
WILLIAM WALLACE BARBER
Jesica Taylor
JUSTIN C HUGHES
Walter Marcel Taylor
Adam Mcgrath

Within 25 miles of Millersburg, KY, Best Investors lists 23 registered investment advisory firms with 47 offices nearby, managing about $4.71T in combined regulatory AUM across 1,680,962 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 Millersburg

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM