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Best financial advisors in Coalton, KY

Registered advisers within 25 miles of Coalton, KY.

Offices
53
Firms
29
Combined AUM
$9.81T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,391,943 clients when Item 5C has a number
Avg / client
$7.05M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
UNITED BROKERAGE SERVICES, INC
EDWARD JONES
OSAIC WEALTH, INC.
MWA FINANCIAL SERVICES INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LEIF CLARKE WEALTH MANAGEMENT, INC.
RAYMOND JAMES & ASSOCIATES, INC.
FIFTH THIRD SECURITIES, INC.
ROBERT W. BAIRD & CO. INCORPORATED

Investors

Dena Michelle Wilhoit
JAMES GREGORY GIBBS
ROBERT JERRY BREWSTER
David B Hanzel
Jessica Erin Haukedahl
GREGORY ALLEN RANKIN
Elizabeth Nichole Straub
Noel Scott Rigsby
Cecil ORyan McGraw
Anthony W Park
LEIF ERIC CLARKE
IAN MICHAEL PHILLIPS
Tanner Locey
DAVID LEE THOMPSON
COLBY JOSEPH WRIGHT
STEVEN L SIMMERMAN
GENE RANDALL RHOADES
Eric Allan Baker
DENNIS CHARLES BEARCE
VALORIA LYNN BAILEY
Barbra E Kitchen
Andrew Bailey Hughes
ROBERT DALE MEENACH
Douglas Edward Workman
Victoria JA Wellman
Stephanie S McKnight
RYAN JOSEPH THOMAS REAMES
JAMES THORNTON NORRIS
Ryan David Rice

Within 25 miles of Coalton, KY, Best Investors lists 29 registered investment advisory firms with 53 offices nearby, managing about $9.81T in combined regulatory AUM across 1,391,943 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 Coalton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM