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Best financial advisors in Raymond, KY

Registered advisers within 25 miles of Raymond, KY.

Offices
19
Firms
10
Combined AUM
$1.99T
Firm-wide filings, not assets booked only here
Clients
521K
521,028 clients when Item 5C has a number
Avg / client
$3.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PIVOT POINT WEALTH PLANNING
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES
FARTHER
FIFTH THIRD SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC

Investors

Jordan Thomas King
RYAN MATTHEW STITH
Earl Fleming Wright
CLIFFORD GEORGE CANAVERA
Jeffrey Eugene Springer
Charles Leon York
David A Strauss
Andrew Gerald Anastasia
Jessica Elaine Blaisdell
Jesse Sodam
Jarrod Swift
Andrew K Thomas
Quinton L Coffman
BRIAN DEEN LAHUE
Benjamin Keith Mathes
ROBERT LOUIS PIERCE
Billy Bob Thomas
Jarrod Bulleit
Evan Carter Lasley
Nicole Burdin
Jonathan William Scheer
Brandon Gaynor
Mallory Lynn Cochenour
James Mason Waninger
Madeline Dauby
JAMES KEVIN WANINGER
EMILY WINTER
WILLIAM LEE JONES
Matthew Ray Rothrock
Marie Estelle Haverty
Ethan Patrick Haverty

Within 25 miles of Raymond, KY, Best Investors lists 10 registered investment advisory firms with 19 offices nearby, managing about $1.99T in combined regulatory AUM across 521,028 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 Raymond

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM 7 FARTHER 450 clients · 323 advisers $16.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM