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Best financial advisors in Bowling Green, KY

Registered advisers within 25 miles of Bowling Green, KY.

Offices
72
Firms
42
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,401,601 clients when Item 5C has a number
Avg / client
$7.17M
Combined AUM ÷ clients

Nearby offices

Firms

ROBERT W. BAIRD & CO. INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
AEGIS CAPITAL CORP.
KINETIC INVESTMENT MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

GWEN G. REYNOLDS
SHAWN MITCHELL PERRY
Hearne Mitchell Harralson
Desmond j Stock
MELISSA D STEELE
JACQUELINE H KELTNER
JACKLYN BROOKE CASSADY
Jacob Thomas Gaebler
THOMAS ANDREW HALL
Kyle R Gabehart
Kayla Danielle Thomason
DAVID OLEN WHITE
Joseph C Laverty
WILLIAM BEN SMITH
Jacob Stan Young
DENICE JOY NELSON
JOHN ANDREW MARTIN
DEREK WAYNE HULL
TINA KAY TAYLOR
TREVOR CRAWFORD NUNN
Caleb Eugene Meade
Evonda Gail Sowders
Regina Gail Parsley-Byrd
Ann Page Beard
Kendall McClenny Roper
Maxito Pierre Isenhower
Mark Biggs
Jefferson Lester Mullins
David Harold Greer
TONY EDWARD WITTY
HUNTER O DOYLE
NATHAN DREW RICHEY
ANDREW DOUGLAS BOYLES
Jennifer Sanders
CHASITY LOUISE GOSHORN
JOSHUA J. MARSON
Casey Tinius
Luke Shourds
William H Borders
Lewis Brent Mason
Ben Campbell
Caleb Allen Costellow
ELIZABETH DANIELLE BORDERS
WAYBURN ALLEN COSTELLOW
JAMES ROBERT WADE
Sarah Frances Delk
CHAD E GOODMAN

Within 25 miles of Bowling Green, KY, Best Investors lists 42 registered investment advisory firms with 72 offices nearby, managing about $10.1T in combined regulatory AUM across 1,401,601 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 Bowling Green

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM