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Best financial advisors in West Somerset, KY

Registered advisers within 25 miles of West Somerset, KY.

Offices
21
Firms
9
Combined AUM
$2.32T
Firm-wide filings, not assets booked only here
Clients
332K
331,724 clients when Item 5C has a number
Avg / client
$7.00M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
ADVOCACY WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
KPP ADVISORY SERVICES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
VISIONARY HORIZONS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Justin Kyle Thompson
WILLIAM NATHAN PARKEY
AUSTIN JORDAN HILL
Derrick Vickery
Lowell Finton Washam
Crystal Nicole Davis
Steven C Booth
Warren Shannon Thompson
JON ROBBIN HARVILLE
SETH FRANKLIN ATWELL
Jordan Franklin Polston
Frederick J Doll
Kimberly Dee Hudson
Charles William Sobieck
MARK ANTHONY HENDERSON
STEPHEN S. PITTS
David T Worley
Trenton Edgington
Michael Paul Fiechter
Jonathon Paul Hibbard
Caleb Kenneth Taylor
PHILIP ANDERSON MCDONALD
J MICHAEL CLOYD
Robyn Kathryn Armstrong
TABITHA LYNN ELAM
RALEIGH DAYTON RYSER
Todd Allen Strouse

Within 25 miles of West Somerset, KY, Best Investors lists 9 registered investment advisory firms with 21 offices nearby, managing about $2.32T in combined regulatory AUM across 331,724 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 West Somerset

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 ADVOCACY WEALTH MANAGEMENT, LLC 5 clients · 33 advisers $3.24B AUM 8 KPP ADVISORY SERVICES LLC 26 advisers $1.24B AUM