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Best financial advisors in Port Royal, KY

Registered advisers within 25 miles of Port Royal, KY.

Offices
151
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

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

Investors

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

Within 25 miles of Port Royal, KY, Best Investors lists 73 registered investment advisory firms with 151 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 Port Royal

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