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Best financial advisors in Cloverport, KY

Registered advisers within 25 miles of Cloverport, KY.

Offices
11
Firms
8
Combined AUM
$2.63T
Firm-wide filings, not assets booked only here
Clients
319K
318,960 clients when Item 5C has a number
Avg / client
$8.26M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

ROBERT LOUIS PIERCE
Jonathan William Scheer
Brandon Gaynor
Mallory Lynn Cochenour
James Mason Waninger
Madeline Dauby
JAMES KEVIN WANINGER
EMILY WINTER
CHAD A SIDDONS
JAMES A PHELPS
PATRICK WAYNE VANCE
Alexander Augenstein
Katherine Embry Kolonich
DANIEL DICK
Jamey Nichole Morse

Within 25 miles of Cloverport, KY, Best Investors lists 8 registered investment advisory firms with 11 offices nearby, managing about $2.63T in combined regulatory AUM across 318,960 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 Cloverport

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM