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Best financial advisors in Williamsburg, KY

Registered advisers within 25 miles of Williamsburg, KY.

Offices
12
Firms
8
Combined AUM
$2.47T
Firm-wide filings, not assets booked only here
Clients
263K
263,495 clients when Item 5C has a number
Avg / client
$9.39M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
TLG ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Sara Beth Davis
Matthew Taylor
LEE KAREN PARKS
STEVEN CHRISTOPHER PHIPPS
GARY EDMUND JOHNSON
MALLORY SPARKS DAVIS
JUSTIN ERIC WILSON
Zachary Paul Hacker
ERICA TONI CORBIN
Michael Anthony Childress
Gary Lynn Gray
Steven A Coyne
Clay Isaac Shelton

Within 25 miles of Williamsburg, KY, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $2.47T in combined regulatory AUM across 263,495 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 Williamsburg

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 8 TLG ADVISORS, INC. 38 clients · 327 advisers $2.30B AUM