Best financial advisors in Waco, KY

Registered advisers within 25 miles of Waco, KY.

Offices

57

Firms

25

Combined AUM

$5.37T

Firm-wide filings, not assets booked only here

Clients

843K

842,701 clients when Item 5C has a number

Avg / client

$6.37M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

320 HIGHLAND PARK DRIVE SUITE 10
RICHMOND, KY 40475

EDWARD JONES

100 BAYVIEW DR SUITE 1
Richmond, KY 40475-7558

STATE FARM INVESTMENT MANAGEMENT CORP.

444 Big Hill Ave
Richmond, KY 40475

EDWARD JONES

235 BOGGS LN SUITE 8
RICHMOND, KY 40475

FIFTH THIRD SECURITIES, INC.

800 EASTERN BYPASS
RICHMOND, KY 40475

VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES

808 WEST MAIN STREET
RICHMOND, KY 40475

THRIVENT INVESTMENT MANAGEMENT INC.

102 East Main Street
Richmond, KY 40475

LPL FINANCIAL LLC

527 W. MAIN STREET
RICHMOND, KY 40475

LPL FINANCIAL LLC

100 RIVER DRIVE, STE 100
IRVINE, KY 40336

EDWARD JONES

1212 W Main St Suite B
Richmond, KY 40475

EDWARD JONES

101 ALYCIA DR SUITE 1
RICHMOND, KY 40475

J.P. MORGAN SECURITIES LLC

405 LEIGHWAY DRIVE
RICHMOND, KY 40475

PFS INVESTMENTS INC.

210 ST GEORGE STREET SUITE 201
RICHMOND, KY 40475

EAGLE STRATEGIES LLC

920 BARNES MILL RD SUITE C
RICHMOND, KY 40476

10.3 miles away

EDWARD JONES

519 Hampton Way Suite 3
Richmond, KY 40475

10.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1010 Brandy Ln Suite F
Richmond, KY 40475

10.7 miles away

EDWARD JONES

100 KEYSTONE DR STE B
RICHMOND, KY 40475-8511

10.8 miles away

EDWARD JONES

201 PAULINE DR SUITE C
BEREA, KY 40403-8005

14.3 miles away

EDWARD JONES

427 Chestnut St Suite 1
Berea, KY 40403

14.8 miles away

LPL FINANCIAL LLC

120 SOUTH MAIN STREET
WINCHESTER, KY 40391

17.7 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

PFS INVESTMENTS INC.

EAGLE STRATEGIES LLC

Investors

William Kevin Shaffer

Christopher Owen Menser

Amber Middleton

JERRY ALAN GOBLE

Sean Michael Click

KRISTOFFER DOUGLAS ARNOLD

MARK DENNIS VANLEEUWEN

Sarah Michelle Spurlock

Connor Josephson

JOSEPH PHILLIP ROBERTS

ROBERT JOSEPH ROBERTS

Angela Michelle Drake

Derek F Stivers

Russell C. McAlister

Jeremiah McAlister

Rickie Dee Miller

Lucas B. Meadors

Justin C. Priode

JAMIE ALAN LITTLE

GEORGE NELSON RIDINGS

Kenneth Chad Tindall

Allison P Shaffer

Jonathan Michael Clark

Justin Timothy Moore

Dennis Chris Gilbert

ERIK TIMOTHY FLAIG

Within 25 miles of Waco, KY, Best Investors lists 25 registered investment advisory firms with 57 offices nearby, managing about $5.37T in combined regulatory AUM across 842,701 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 Waco

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM