Best Investors Account Sign in

Best financial advisors in South Portsmouth, KY

Registered advisers within 25 miles of South Portsmouth, KY.

Offices
21
Firms
10
Combined AUM
$3.43T
Firm-wide filings, not assets booked only here
Clients
458K
458,150 clients when Item 5C has a number
Avg / client
$7.50M
Combined AUM ÷ clients

Nearby offices

Firms

MONEY CONCEPTS CAPITAL CORP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
CREATIVE FINANCIAL SOLUTIONS, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Investors

Sarah Ann Ralstin
VALERIE KAY ENZ
James Walter Daehler
Christopher Dee Mauk
Dawn W. Joyce
Barry Lawrence Rodbell
Asa Thorp Jewett
Gregory David Gulker
John R Rahal
JACOB PHILIP SULZER
Darius Jordan
Breydan Tilley
Nathaniel Patrick Frazie
JEREMY GRANT FRAZIE
Jodi Lynn High
Trevor High
Benjamin Ryan Vannatta
JEFFREY MITCHELL VANNATTA
ELIJAH R DUDUIT
Clay Cottle
DEBBIE KAY KRATZENBERG
MARC EDWARD COTTLE
Crystal Brannigan Carmon
KENNETH RYAN SALMONS
LEIGH ANN GREENE
Ryan David Rice
ROBERT DALE MEENACH
Deanna Patrick
Ralph Blake McKenzie
MARK CASEY COMPSTON
Nathan Garrett Harmon
MARK GAYLORD COMPSTON
WILLIAM BRET HENSLEY
Victoria JA Wellman
Stephanie S McKnight
RYAN JOSEPH THOMAS REAMES
JAMES THORNTON NORRIS
VALORIA LYNN BAILEY
Barbra E Kitchen
Andrew Bailey Hughes

Within 25 miles of South Portsmouth, KY, Best Investors lists 10 registered investment advisory firms with 21 offices nearby, managing about $3.43T in combined regulatory AUM across 458,150 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 South Portsmouth

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 MONEY CONCEPTS ADVISORY SERVICE 1,108 clients · 416 advisers $4.07B AUM