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Best financial advisors in Monticello, KY

Registered advisers within 25 miles of Monticello, KY.

Offices
14
Firms
8
Combined AUM
$2.34T
Firm-wide filings, not assets booked only here
Clients
320K
320,163 clients when Item 5C has a number
Avg / client
$7.32M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
VISIONARY HORIZONS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
KPP ADVISORY SERVICES LLC
MONEY CONCEPTS CAPITAL CORP

Investors

CARLA HOGAN ADKINS
EUGENE COX
GREGORY ALLEN RANKIN
David T Worley
LINDSEY WILSON GOSSER
MARK ANTHONY HENDERSON
STEPHEN S. PITTS
Adam Christopher Stille
Joshua L Frost
Kimberly Dee Hudson
Charles William Sobieck
Frederick J Doll
JON ROBBIN HARVILLE
SETH FRANKLIN ATWELL
Jordan Franklin Polston
Crystal Nicole Davis
Steven C Booth
Warren Shannon Thompson
Lowell Finton Washam
AUSTIN JORDAN HILL
Derrick Vickery
Seth David Spitzke

Within 25 miles of Monticello, KY, Best Investors lists 8 registered investment advisory firms with 14 offices nearby, managing about $2.34T in combined regulatory AUM across 320,163 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 Monticello

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 MONEY CONCEPTS ADVISORY SERVICE 1,108 clients · 416 advisers $4.07B AUM 7 KPP ADVISORY SERVICES LLC 26 advisers $1.24B AUM 8 VISIONARY HORIZONS, LLC 25 clients · 16 advisers $397M AUM