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Best financial advisors in Suwanee, KY

Registered advisers within 25 miles of Suwanee, KY.

Offices
20
Firms
9
Combined AUM
$2.78T
Firm-wide filings, not assets booked only here
Clients
325K
324,582 clients when Item 5C has a number
Avg / client
$8.56M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC

Investors

HILARY LOUISE WASHER
Klent Starks
WILLIAM BARKLEY HUDSON
Benjamin Knight
Paul Eugene Knight
Richard Wayne Hendrickson
Kayla Jo Barrett
CAYCE NOEL Griffith
Travis Matthew Thompson
Riley David Solomon
PATRICK THOMAS FLANARY
DEBORAH R BLANKENSHIP
CHASE MILLER BUCHANAN
Ryan James Murphy
Travis Neill Terrell
Grant Scott Rogers
Crissy Nicole Bundren
Christopher Alan Sims
DONNA LORRAINE HARMON
Mike Sims
BRANDON WEBSTER MORGAN
MICKEY DEAN OWEN
Jason Matthew Miller
Jesse Taylor
Landon Chase Young
CAROLINE KRIDLE KORTE
Patrick Aubrae Dawson
Heath Bowling
Talon Rae Garman
Ellie Suanne Short
Charles Oliver Pickett
KEITH TODD JENNINGS
MIRANDA RENEE WOOD
Logan Taylor Brown
Crystal Lynn Johnson
KRISTIN RENEA LYNCH
Andy Carrol Hodges
Peggy Ann Jones

Within 25 miles of Suwanee, KY, Best Investors lists 9 registered investment advisory firms with 20 offices nearby, managing about $2.78T in combined regulatory AUM across 324,582 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 Suwanee

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC 5 advisers $240M AUM