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Best financial advisors in Clermont, KY

Registered advisers within 25 miles of Clermont, KY.

Offices
336
Firms
126
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,030,163 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WESBANCO SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
YOUR BEST MOVE INC
PNC WEALTH MANAGEMENT LLC
PAGE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
FEDERAL HILL CAPITAL MANAGEMENT
MAGNATE ADVISORY SERVICES, LLC

Investors

Jason Brumley
Daniel Lee Sargent
Derek Lee Decker
Mark Philpott
DAVID ALAN REYNOLDS
Kristen Lane Hammack
KURT ROSS OPELLA
RYAN ALAN BAKER
ANDREW TRAVIS EURTON
Robert Lee Horton
Sarah Briton Hite
Thomas Nelson Rogers
DUSTIN COLBY LOOPER
LELAND MICHAEL LANWAY
Francis Ronald Medley
RICHARD MARK PAGE
Terry Darren Royal
Noah Christian Royal
John Matthew Anderson
Jennifer Thompson Newton
Sean C Anderson
Robert Ray Smotherman
Susan Smotherman Rapier
ANDREW FERRILL MEREDITH
JAMES SHANNON HOERTER
VALERIE M. DOWNS

Within 25 miles of Clermont, KY, Best Investors lists 126 registered investment advisory firms with 336 offices nearby, managing about $13.3T in combined regulatory AUM across 3,030,163 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 Clermont

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