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Best financial advisors in New Castle, KY

Registered advisers within 25 miles of New Castle, KY.

Offices
149
Firms
73
Combined AUM
$5.58T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,325,979 clients when Item 5C has a number
Avg / client
$4.21M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Allison Fietsch
WILLIAM TAYLOR KEMPER
JARED KEMPER
Broderick Solomon
WILLIAM MAURICE MORIARTY
Amanda Grace Connaughton
Zachary Stephen Van Zant
Robin Hollis Lawson
Jeffrey L Robinson
RANDY LYNN BEHYMER
David Price
Kamron Mitchell Terry
Bradley Dale Holland
KEVIN CHARLES CRAHAN
BENJAMIN BROADBENT WEIBLE
MARK HAMPTON SMITH
Merrick Anthony Hicks
ANTHONY LEE TINSLEY
MARK KEVIN STIVERS
HILLAREE BOSCH
Ashley Travis Cassity
MARK HENDERSON
ROBIN TOTTY BROWN
Richard Lee King
NICKOLUS LANORRIS STEPHENS
Matthew Scott Williams
STEPHAN JOHN UNGER

Within 25 miles of New Castle, KY, Best Investors lists 73 registered investment advisory firms with 149 offices nearby, managing about $5.58T in combined regulatory AUM across 1,325,979 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 New Castle

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM