Best Investors Account Sign in

Best financial advisors in Worthville, KY

Registered advisers within 25 miles of Worthville, KY.

Offices
13
Firms
9
Combined AUM
$3.16T
Firm-wide filings, not assets booked only here
Clients
345K
344,569 clients when Item 5C has a number
Avg / client
$9.17M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
RFG ADVISORY, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROBERT W. BAIRD & CO. INCORPORATED

Investors

MARK HAMPTON SMITH
RANDY LYNN BEHYMER
Chad Thomas Lewis
James Michael Smith
Carl Campbell
Allison Fietsch
WILLIAM TAYLOR KEMPER
JARED KEMPER
Broderick Solomon
WILLIAM MAURICE MORIARTY
Amanda Grace Connaughton
Zachary Stephen Van Zant
Robin Hollis Lawson
CAROLYN THOMAS THOMPSON
WILLIAM DAVID SMITH
JAMES DANIEL KEITH
JACOB LAWRENCE FEDOR
JOSHUA TANNER MAHONEY
William Ross Hensler
KYLE ALLEN LANTER
James Alan Leveille

Within 25 miles of Worthville, KY, Best Investors lists 9 registered investment advisory firms with 13 offices nearby, managing about $3.16T in combined regulatory AUM across 344,569 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 Worthville

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM