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Best financial advisors in Willisburg, KY

Registered advisers within 25 miles of Willisburg, KY.

Offices
44
Firms
18
Combined AUM
$2.97T
Firm-wide filings, not assets booked only here
Clients
677K
677,322 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
CREATIVE FINANCIAL DESIGNS, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
SILVER OAK SECURITIES, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
KINGSWOOD WEALTH ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RESURGENT ADVISORS
J.P. MORGAN SECURITIES LLC

Investors

Sarah Briton Hite
Thomas Nelson Rogers
Dylan Cambron
DAVID MICHAEL WINEBRENNER
Amanda Wells Schmutte
Kalei Cox
Bradford Wayne Cox
CHARLES MARTIN WHITE
KENNETH EDWARD CLARK
PATRICK JAMES KELLY
AUSTIN BLACK
Chasidy Yocum
Jennifer Ann Wininger
RANDALL KEITH BLOCK
JASON JEFFREY HAGEN
BYRON VAN PATTON
MARK ALLEN WINSOR
Adam Thomas Poff
Abby Scott Wiser
JOHN CHRISTOPHER COGSWELL
Jason Scott Dunn
Brock Jones
Brian David Helm
DAVID A MORRIS
Heidi Lynn Crutchfield
Teresa Lynn Smothers
VALERY MESSER MCMANN
AMY LEE NEWELL
JEFFREY KEITH JOINER
Evan Cristofer McMann
JASON M CULLEN
THOMAS MICHAEL TYE
William Richards Griffin
GEORGE MICHAEL PERROS
Andrew H. Bond
Alex Wagner

Within 25 miles of Willisburg, KY, Best Investors lists 18 registered investment advisory firms with 44 offices nearby, managing about $2.97T in combined regulatory AUM across 677,322 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 Willisburg

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 KINGSWOOD WEALTH ADVISORS, LLC 122 advisers $3.80B AUM