Best Financial Advisors in Upton, KY

Within 25 miles of Upton, KY, Best Investors lists 14 registered investment advisory firms with 24 offices nearby, managing about $3.20T in combined regulatory AUM across 360,342 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 Upton

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CERITY PARTNERS LLC 53 clients · 749 advisers $162B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM

Nearby offices

EDWARD JONES

OWEN LARUE FINANCIAL GROUP

STATE FARM INVESTMENT MANAGEMENT CORP.

EDWARD JONES

Firms

Investors

Largest firms in Upton