Best financial advisors in South Union, KY

Registered advisers within 25 miles of South Union, KY.

Offices

54

Firms

28

Combined AUM

$6.52T

Firm-wide filings, not assets booked only here

Clients

889K

888,683 clients when Item 5C has a number

Avg / client

$7.34M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

603 E 4th St
Russellville, KY 42276

STATE FARM INVESTMENT MANAGEMENT CORP.

597 E 4th St
Russellville, KY 42276

EDWARD JONES

215 SOUTH MAIN STREET
RUSSELLVILLE, KY 42276

EDWARD JONES

390 WEST 4TH STREET
RUSSELLVILLE, KY 42276

EDWARD JONES

909 W 9th St Suite B
Russellville, KY 42276

KESTRA ADVISORY SERVICES, LLC

105 Robins Way STE 205
RUSSELVILLE, KY 42276

10.1 miles away

EDWARD JONES

105 ROBINS WAY SUITE 203
RUSSELLVILLE, KY 42276-1129

10.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

8672 Nashville Rd Suite 102
Bowling Green, KY 42104

12.2 miles away

EDWARD JONES

726 NORTH MAIN STREET
FRANKLIN, KY 42134

14.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

310 N Main St
Franklin, KY 42134

14.5 miles away

EDWARD JONES

113 WEST CEDAR STREET
Franklin, KY 42134

14.6 miles away

TONY WALKER FINANCIAL

2451 INDUSTRIAL DRIVE
BOWLING GREEN, KY 42101

15.8 miles away

FIFTH THIRD SECURITIES, INC.

2450 Nashville Rd
Bowling Green, KY 42101

U.S. BANCORP ADVISORS, LLC

721 Campbell Ln
Bowling Green, KY 42104

16.1 miles away

LPL FINANCIAL LLC

1733 CAMPUS PLAZA CT STE 11A
BOWLING GREEN, KY 42101-7901

17.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

191 W Professional Park Ct. Ste 2
Bowling Green, KY 42104

17.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

191 W Professional Park Ct. Ste. 2
Bowling Green, KY 42104

17.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

150 E Professional Park Ct
Bowling Green, KY 42104-3328

17.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1301 Us 31W Byp
Bowling Green, KY 42101

17.9 miles away

EDWARD JONES

1231 MAGNOLIA ST
BOWLING GREEN, KY 42104-3048

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

KESTRA ADVISORY SERVICES, LLC

TONY WALKER FINANCIAL

FIFTH THIRD SECURITIES, INC.

U.S. BANCORP ADVISORS, LLC

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Travis Lance Simon

Amanda Dale Simon

Seth Michael Boortz

Richard Chandler Shepherd

TREVOR NEIL COE

Javier Roman Canales-Bullock

Keith Calvin Batchelor

William Gregory Coker

Steven Augustine Marr

Darian Paige Goss

Samuel Thomas Segars

Chad Thomas Adams

Heather Anne Hughes

PHILLIP ANTHONY WALKER

Wesley Ryan Walker

Timothy J Reagan

Carl William Jurgens

BRADLEY MATTHEW PEAVLER

Alexander Joseph Salata

Brennan Meyer Roach

Grant Alan Merideth

MICHAEL WAYNE NEWTON

KEVIN DALE BRIGGS

BRIAN SCOTT GRAY

Robert Trey Englehardt

JAMES ROBERT WADE

Sarah Frances Delk

Within 25 miles of South Union, KY, Best Investors lists 28 registered investment advisory firms with 54 offices nearby, managing about $6.52T in combined regulatory AUM across 888,683 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 Union

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM