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Best financial advisors in Williamstown, KY

Registered advisers within 25 miles of Williamstown, KY.

Offices
16
Firms
11
Combined AUM
$4.36T
Firm-wide filings, not assets booked only here
Clients
787K
787,304 clients when Item 5C has a number
Avg / client
$5.53M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RFG ADVISORY, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
LLOYD FINANCIAL GROUP LLC
VALIC FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ADVISERS LLC

Investors

CAROLYN THOMAS THOMPSON
WILLIAM DAVID SMITH
JAMES DANIEL KEITH
James Michael Smith
Carl Campbell
DAVID KEITH SPINDLE
Robert S Bullock
Michael Young
Kelly Meyers Malatesta
JESSICA L. LUCAS
JOHN LEWIS HOFFMAN
JOEL ALFRED BERGANTINO
Madison T Fogle
Mark J Trachsel
Austin Stewart Lay
LUCAS CONNER LLOYD
Patricia Ann King
NATHAN ERIC ROGERS
SAM A ZEIBAK
Scott Lee D'Amico
JAMES FLOYD WILSON
MEGAN R. BROOKS
MICHAEL BROWNE

Within 25 miles of Williamstown, KY, Best Investors lists 11 registered investment advisory firms with 16 offices nearby, managing about $4.36T in combined regulatory AUM across 787,304 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 Williamstown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM