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Best financial advisors in Sparta, KY

Registered advisers within 25 miles of Sparta, KY.

Offices
23
Firms
14
Combined AUM
$3.27T
Firm-wide filings, not assets booked only here
Clients
826K
826,446 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RFG ADVISORY, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
LLOYD FINANCIAL GROUP LLC
EDWARD JONES
VALIC FINANCIAL ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC
ADVISOR SHARE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS

Investors

James Michael Smith
Carl Campbell
MARK HAMPTON SMITH
CAROLYN THOMAS THOMPSON
WILLIAM DAVID SMITH
JAMES DANIEL KEITH
RANDY LYNN BEHYMER
DAVID KEITH SPINDLE
Robert S Bullock
Michael Young
Kelly Meyers Malatesta
JESSICA L. LUCAS
LUCAS CONNER LLOYD
Patricia Ann King
NATHAN ERIC ROGERS
Scott Lee D'Amico
Jason Bryce Calvert
ROBERT PAUL BOSWELL
JOHN LEWIS HOFFMAN
JOEL ALFRED BERGANTINO
STEPHEN SCOTT HARPER
Bradley A Shipe
Corissa Otten
EMILY KATHLEEN MCGUIRE
JOHN DAVID FRUIN
KEVIN BLAINE WIDENER
STEVEN FRANCIS KNAPP
CRAIG ALLAN MIDDENDORF

Within 25 miles of Sparta, KY, Best Investors lists 14 registered investment advisory firms with 23 offices nearby, managing about $3.27T in combined regulatory AUM across 826,446 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 Sparta

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 8 INDEPENDENT FINANCIAL PARTNERS 330 advisers $16.3B AUM