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Best financial advisors in Worthington, KY

Registered advisers within 25 miles of Worthington, KY.

Offices
63
Firms
30
Combined AUM
$9.81T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,393,051 clients when Item 5C has a number
Avg / client
$7.04M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CREATIVE FINANCIAL SOLUTIONS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
MWA FINANCIAL SERVICES INC.
FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LEIF CLARKE WEALTH MANAGEMENT, INC.

Investors

Ryan David Rice
Deanna Patrick
Ralph Blake McKenzie
ROBERT DALE MEENACH
MARK CASEY COMPSTON
Nathan Garrett Harmon
MARK GAYLORD COMPSTON
WILLIAM BRET HENSLEY
Victoria JA Wellman
Stephanie S McKnight
RYAN JOSEPH THOMAS REAMES
JAMES THORNTON NORRIS
VALORIA LYNN BAILEY
Barbra E Kitchen
Andrew Bailey Hughes
Douglas Edward Workman
Noel Scott Rigsby
Elizabeth Nichole Straub
DENNIS CHARLES BEARCE
David B Hanzel
Jessica Erin Haukedahl
Tanner Locey
DAVID LEE THOMPSON
COLBY JOSEPH WRIGHT
STEVEN L SIMMERMAN
Eric Allan Baker
GENE RANDALL RHOADES
IAN MICHAEL PHILLIPS
Cecil ORyan McGraw
Anthony W Park
LEIF ERIC CLARKE

Within 25 miles of Worthington, KY, Best Investors lists 30 registered investment advisory firms with 63 offices nearby, managing about $9.81T in combined regulatory AUM across 1,393,051 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 Worthington

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM