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Best financial advisors in Westbend, KY

Registered advisers within 25 miles of Westbend, KY.

Offices
28
Firms
12
Combined AUM
$2.75T
Firm-wide filings, not assets booked only here
Clients
742K
741,709 clients when Item 5C has a number
Avg / client
$3.70M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
TOWNSEND FINANCIAL PLANNING
KEYSTONE FINANCIAL GROUP, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
THRIVENT INVESTMENT MANAGEMENT INC.
FIFTH THIRD SECURITIES, INC.

Investors

Angela Michelle Drake
MELODY JO TOWNSEND
Jeremiah Matthew Creech
Harrison Nicholas Bailey
JOEL EDWIN GODBY
John Eldridge Morton
Andrew James Ryan
Emily Dawson
BROOKE GRIFFITH SEALE
Lindsay Rice
ERIK TIMOTHY FLAIG
Mollye Hensley Raney
John Shannon Saunier
Alan McDowell Walters
David Chad Abner
Anthony Kersey
Carmack Douglas Kersey
William Kevin Shaffer
Christopher Owen Menser
Amber Middleton
JERRY ALAN GOBLE
KRISTOFFER DOUGLAS ARNOLD
MARK DENNIS VANLEEUWEN
Sean Michael Click
Rachel Hooker
Sarah Michelle Spurlock
Connor Josephson
Dawn Thompson
JOSEPH PHILLIP ROBERTS
ROBERT JOSEPH ROBERTS
Ethan Q Taylor

Within 25 miles of Westbend, KY, Best Investors lists 12 registered investment advisory firms with 28 offices nearby, managing about $2.75T in combined regulatory AUM across 741,709 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 Westbend

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM