Best Investors Account Sign in

Best financial advisors in Burlington, KY

Registered advisers within 25 miles of Burlington, KY.

Offices
504
Firms
197
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,786,372 clients when Item 5C has a number
Avg / client
$5.61M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ORION PORTFOLIO SOLUTIONS, LLC
VALIC FINANCIAL ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
LLOYD FINANCIAL GROUP LLC
U.S. BANCORP ADVISORS, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
EQUITABLE ADVISORS, LLC
SPC
ADVISOR SHARE WEALTH MANAGEMENT, LLC
SILVER OAK SECURITIES, INCORPORATED
FORTRESS FINANCIAL PARTNERS
J.P. MORGAN SECURITIES LLC

Investors

EMILY KATHLEEN MCGUIRE
Jason Bryce Calvert
CHRISTOPHER M HOPPER
ROBERT MICHAEL ERNST
Anthony Resendes
ADAM WESLEY WORRELL
Jacob Thomas Childers
Preston Edward Suttmiller
Timothy Jonathon William Noe
Patricia Ann King
NATHAN ERIC ROGERS
ALAN KONCAL
LUCAS CONNER LLOYD
Scott Lee D'Amico
RONALD TODD HARDEN
ROBERT CHEYENNE WALKER
BARRY STEPHEN MILLSON
RAMONA GAYLE RECHTIN
ROBERT PAUL BOSWELL
STEPHEN SCOTT HARPER
Bradley A Shipe
Corissa Otten
ERIK STEFFEN HOFFMAN
RYAN LOUIS PITTS
SCOTT C MANN
BRIAN DAVID MANN
Ryan Stallkamp
DANIEL NATHAN DURR

Within 25 miles of Burlington, KY, Best Investors lists 197 registered investment advisory firms with 504 offices nearby, managing about $15.6T in combined regulatory AUM across 2,786,372 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 Burlington

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM