Best financial advisors in Cold Spring Highland Heights, KY

Registered advisers within 25 miles of Cold Spring Highland Heights, KY.

Offices

799

Firms

290

Combined AUM

$17.5T

Firm-wide filings, not assets booked only here

Clients

3.11M

3,112,394 clients when Item 5C has a number

Avg / client

$5.62M

Combined AUM ÷ clients

Nearby offices

STRATEGIC ADVISERS LLC

1600 GREY STABLE LN APT 1623
HIGHLAND HEIGHTS, KY 41076

CETERA INVESTMENT ADVISERS LLC

4030 ALEXANDRIA PIKE
COLD SPRING, KY 41076

CETERA INVESTMENT ADVISERS LLC

4135 ALEXANDRIA PIKE, STE. 205
COLD SPRING, KY 41076

PNC WEALTH MANAGEMENT LLC

3701 ALEXANDRIA PIKE
COLD SPRING, KY 41076

FIFTH THIRD SECURITIES, INC.

2700 ALEXANDRIA WAY
HIGHLAND HEIGHTS, KY 41076

STATE FARM INVESTMENT MANAGEMENT CORP.

5518 Taylor Mill Rd
Taylor Mill, KY 41015

EDWARD JONES

1501 Alexandria Pike
FT THOMAS, KY 41075-2583

STRATEGIC ADVISERS LLC

100 Magellan Way
COVINGTON, KY 41015-1987

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1220 S Fort Thomas Avenue
Fort Thomas, KY 41075

STRATEGIC ADVISERS LLC

100 HOWE DRIVE
COVINGTON, KY 41015-5000

STRATEGIC ADVISERS LLC

100 CROSBY PKWY
COVINGTON, KY 41015-4325

LPL FINANCIAL LLC

602 S FT THOMAS AVE
FT THOMAS, KY 41017

U.S. BANCORP ADVISORS, LLC

7630 Alexandria Pike
Alexandria, KY 41001

J.P. MORGAN SECURITIES LLC

11 S. GRAND AVENUE
FT. THOMAS, KY 41075

STATE FARM INVESTMENT MANAGEMENT CORP.

20 N Grand Ave Suite 9
Fort Thomas, KY 41075-1755

LPL FINANCIAL LLC

20 N GRAND AVE. STE 3
FT. THOMAS, KY 41075

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1 Highland Ave Suite F
Fort Thomas, KY 41075

LPL FINANCIAL LLC

155 N FORT THOMAS AVE STE 300
FORT THOMAS, KY 41075

STATE FARM INVESTMENT MANAGEMENT CORP.

919 N Fort Thomas Ave
Fort Thomas, KY 41075-1106

ROBERT W. BAIRD & CO. INCORPORATED

809 Wrights Summit Parkway Suite 310
Fort Wright, KY 41011

Firms

STRATEGIC ADVISERS LLC

CETERA INVESTMENT ADVISERS LLC

PNC WEALTH MANAGEMENT LLC

FIFTH THIRD SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

U.S. BANCORP ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

ROBERT W. BAIRD & CO. INCORPORATED

Investors

JENNIFER MARTINEZ

Andrew Paul Schweitzer

NICHOLAS G PANARO

Jeromy A Ehlman

MATTHEW MAVOR FOLEY

THOMAS JEFFREY BARRICK

Charles M Hertel

Ariston Oliver Sandoval

Rodney K Torbush

Caitlin Rose McBee

KENNETH JAMES LANGE

COURTNEY P ELFERS

ELIZABETH WOESTE

OLIVIA G. CROFT

PATRICK RYAN HENRY

RYAN WAYNE WILHAM

NATHAN E. ENGEL

JOSHUA A. FOUTS

CAROLINE BEGLANE

WILLIAM J. TORBECK

NICHOLAS G. GREATHOUSE

DANIELLE N. SAUTER

SAMANTHA JAYNE MARTIN

VICTORIA N MICHELS

MICHAEL T SCHLACHTER

CHRISTOPHER WILLIAM REINHART

HEATHER K JACKSON

BRIAN R. SCHNUR

ELIJAH P THOMER

CLIFTON J BROADUS

BRADLEY S EDWARDS

CALLIE NICOLE BOLLING

DAVID MATTHEW BOWEN

ANN ELIZABETH VENABLE

MONICA A. SMITH

KENDALL E. STICE

DEIDRA M. SCHORNACK

JERMILE BATTEN HAYES

JANET RITCHIE FREEMAN

MICHAEL EDWARD FERRIS

Benjamin Tyler Little

CHRISTOPHER M HATFIELD

JOSEPH D QUIGLEY

BERNARD WILLIAM WESSELMAN

TIMOTHY J WALLIN

JAIME MARIE LANHAM

DONALD W STEWART

KIMBERLY M WHALEY

KIMBERLY RENEE HAGGARD

MATTHEW G BURGAN

JOSHUA C. BOLTZ

GREGORY L PIEDEL

ADAM N. LUCKHARDT

CHRISTOPHER HAMILTON

BRADLEY P FILLNOW

JOSHUA E GOEWEY

ROBERT C. BLADES

T'CHEKA K DAVIS

KEVIN JOSEPH RADECKI

MATTHEW R KINSELLA

SHAUN J. GRONECK

CARRIE ANN LACEY

ANTHONY P OHLHAUT

JEFFREY D MOREHEAD

AVERYANNA N EVANS

ANDREW J. VOLLMAN

JACK J. DEFEVERS

MONTGOMERY A KROGER

JOSEPH PAUL BERNO

NATHAN R. GINDELE

ADAM M ANDERSON

CHRISTINA WADKINS

WILLIAM C. MOORE

CHRISTOPHER WEBER

DANA DEPENBROCK

REBECCA LYNN BODEN

MARK ETHAN QUINN

NICHOLAS HOULEHAN

KEENAN DARL MASON

MIRLEN HERNANDEZ

NICHOLAS DEMICHELE

PATRICK MICHAEL VAN SANT

CLAIRE ELIZABETH ALLEN

MATTHEW JESS TURNER

QUINN MICHAEL TRACEY

BRANDON BLEVINS

JORDAN HOPE TUSS

NOAH CALEB INGRAM FRANKLIN

DEAN ANTHONY NARDI

SAMUEL R. CONNETT

CHRISTOPHER JAMES CORNETT

DYLAN MICHAEL BARD

AUSTIN JAMES NEAT

BRIAN ALEXANDER SHEA

MORGAN CLASPILL

JESSICA BENNION

MORGAN OLIVIA RAINS

GARREN KYLAR SCHULTZ

LEE MICHAEL SCHNEIDER

CASEY R CORNETT

ROBERT BRADLEY TAYLOR

JUSTIN THOMPSON

JOSHUA KYLE GRIES

KRISTOPHER KEEFE

ASHTON TAYLOR HUTCHINSON

BRITTANY SPARKS-WEBER

WILLIAM LALLATHIN

RICHARD D. EVENSEN

JONATHAN BILLING

PETER KNOCHELMANN

JOHNATHAN BEACH

CLAYTON STUMLER

NICHOLAS EASTHAM

DAVID WEINSTEIN

CARRIE ANN HILBERT

RYAN PATRICK JOHNSON

JACOB EZEKIEL SMITH

MAKARIOS FRANKLIN DICKOS

WILLIAM F HOCHLEUTNER

KENNETH J. CRAMER

WILLIAM M SCHAEFER

MITCHELL A HOFER

CASEY JONATHAN PFLUM

EDWARD JOHN NABERHAUS

D. JEFF SCHEPER

M. TRENT NORMAN

PAUL ANDREW MACE

JEFF MICHAEL MCFARLAND

TEJAY MORGAN EVANS

CHRISTOPHER ROBIN KLEMAN

JUSTIN LEE HUDNALL

LEE E. BALLINGER

ASHLEY C RICHTER

ROBERT HAYDEN WATSON

JAMES ROBERT ALBERS

TIMOTHY D. SETTLES

KAREL JOSEPH SIMBARTL

MATTHEW A. WRIGHT

STACIE M WHALEN

JOSEPH MARTIN WULFECK

BRIAN JOSEPH BRUNS

STEPHANIE R. COMISAR

ROBERT F HERBERT

BRANDON A. WAHOFF

JEFFREY J STALEY

WHITNEY P. MACFARLANE

JOSHUA J ERHART

HEATHER LEE GINDELE

JESSICA V. BRENNAN

NATHANIEL L. JOHNSON

BRYAN D. KEEGAN

TIMOTHY WEBSTER

JENNIFER A WELSH

ELISE M SINCHEK

JONATHAN R LIGON

JEFFREY L. HUSS

JASON C. RIMMER

JOSEPH J. SCHAEPER

NICHULAS W. SCHNEIDER

JONATHON HEMMER

BENJAMIN R. SIEGEL

BENTON T. GURLEY

KELLY M WESSELMAN

CHRISTOPHER D. RAMOS

ADAM A PROHASKA

JHOANNA T. BARNES

ALEXANDER L. CRAWFORD

JEFFREY MICHAEL GOODMAN

TIMOTHY J. COLLINS

MATTHEW E. FRONDORF

PHILLIP C. MACHEN

JONATHAN M. BROWN

JOSEPH R. FULTZ

MICHAEL A. SECKER

JEFFREY R. KOHLS

WILLIAM A. SAYRE

BENJAMIN HAGGERTY

PHILLIP LITTRELL

MICHAEL G BURKHARDT

JOSHUA DOUGLAS HELLER

KATHLYN VARNO DIEBEL

ZACHARY TAYLOR HEABERLIN

BRYCE A. BUSSELL

JACOB THOMAS SWARTZ

MATTHEW A. KINKOPF

ERIKA JEAN LUNDSTEDT

ZARIAN ZI'ERE HUNTER CURE

EMILY JORDAN LANGE

CORY L. CLAUSIUS

JEREMY ALLEN CHAPMAN

JORDAN DOMASCHKO

JOSHUA M. APPLEMAN

AMANDA N. HARRIS

JALESE SHAKURA STONE

MEREDITH M. HEMMER

GARRETT S DUNAHUGH

JONATHAN CARTER YELLMAN

KEVIN FAIRCHILD

MICHAEL CHAD SINCHEK

JONATHON BERNER

DAVID ASHER BUTLER

NIKITA DUSKEY LEMON

RACHEL MAY ANDERSON

WILLIAM T. HUDDLESTON

ADAM BOOKBINDER

DEANNA ALEXIS CARR

JUSTIN ROY SMOCK

JOSEPH TAYLOR WOOD

ALEXANDER PIO KLAWITTER

ALEXANDER L. WYSZKOWSKI

CONNER DOUGLAS BROWN

MADELINE Ann KREMER

COLBY HANN FUGATE

JOHN M. SORENSEN

GREGORY F. MARTINI

SCOTT GERARD MCEVOY

KATHRYN COLLEEN SLAUGHTER

JUSTIN WAYNE BRADLEY

DEREK SHAWN HENRY

OLUWAKEMI A SOMOYE

ZACHARY J. BAECKER

JACOB WILLIAM ELBERT

COLE M. DEHLINGER

JAVIER APARICIO

JAMES BRADLEY TURNER

KEVIN THOMAS CAROTHERS

AUSTIN W SHUMATE

SAMUEL H. GOULET

JUDITH A. MCDOLE

EUGENIA LACKEY BRYANT

JASON CVETKOVICH

COREY M WOODRUM

WESLEY TAYLOR TOOTLE

NOLAN BRODERIC WALLACE

JAMES WAYNE PAYNE

THOMAS BLAKE BRYAN

MITCHELL TAYLOR WALTERS

SARAH MARIE HUELSMAN

ERIN JOAN CZANIK

MICHAEL EDWARD LUFT

REBECCA L. CHARNEGIE

ANDREW BIKRAM JOHAR

AMBER ROSE MELVIN

AUSTIN DOUGLAS POWELL

IAN CHARLES DIETZ

WILLIAM J. RHODES

BROOKELYN MICHELLE HOPKINS

GRANT WALKER HOUCHENS

LOGAN MITCHELL TAYLOR

DOMINIC CAPANNARI

MOLLY Elizabeth MOORE

CRAIG RYAN OGBURN

MATTHEW PAUL SPALETTO

ROBERT THOMAS WHALEY

JOSHUA CADE STRAW

GREGORY MARK BAKER

TIMOTHY Brycen POWERS

ZACHARY STEWART

ALEK RODRIGUEZ ESTRADA

JACOB FEITLINGER

BENJAMIN BENSON

DANIEL P. MCWHORTER

DAVID MATTHEW SALADA

MAXWELL T. KIKER

ROBERT ALLEN THOMASSON

NICHOLAS GRIFFIN

ALLEN MORWIND ARUL

NOAH MICHAEL HELBER

AMY LYNNE ONEIL

KEVIN ALLEN BUTSON

MICHAEL ALEXANDER COLLINS

KATHERINE TAYLOR FOELLGER

CHASE ALLEN ROBISON

AMANDA JEANETTE LINDSEY

MATTHEW MCINTOSH

CALEB NATHANIEL LOFTIN

SAMUEL RAYMOND TROTTA

RICHARD S ROWLAND

ERIC G PARNITZKE

GARRY ALLEN GROH

STEPHANIE L. JONES

A TAYLOR MCDOUGAL

WILLIAM J UNKRAUT

CHRIS E THOMPSON

MICHAEL S. CARLE

DAVID T. NGUYEN

CRAIG A. RENGERING

SHANNON M. LINDON

JONATHAN D. HARRISON

ALEXANDER R HAMMOCK

BRUCE AARON BRINKMAN

MATTHEW ANDREW LOBAUGH

CHRISTOPHER P CIOFFI

KYLE E. OTTAWAY

ROBERT J SEETIN

MICHAEL R BUTEN

TED JOSEPH ABNER

ROBERT A. WOOLUMS

RYAN M. GARTRELL

NICHOLAS J SEXTON

BRANDON MAEGLEY

MICHAEL P. LEWIS

CASSIE LEE KIRN

NICHOLAS ARNOLD

JENNIFER ALLOWAY

KEVIN C GALBRAITH

STEPHANIE TROTTA

JEFFERY PERKINS

CHRISTOPHER S GIBSON

BENJAMIN E MORRIS

DOUGLAS STOCKDILL

BRANDON WEBSTER

ROBERT JOSEPH CAPPA

CHRISTIAN MAX REYES

TYLER NICOLE BENTLE

FRANK EVAN LYNN BAIRD

MICHELLE M WESTENDORF

ABIGAIL S KAUFMAN

BONNIE COGSWELL

ANGELA DAWN CONGLETON

NICHOLAS RYAN POLLITT

MASON SHANE SEXTON

PATRICK STEBBINS

MASON LEE STRANGE

BRADLEY TRAVIS WALKER

LUKE ANTHONY TABLER

JONATHAN HENKEL

MICHAEL MCNAMARA

VERA LEE DOMINI

MICHAEL CARLETON JOHNS

KEVIN EUGENE MEIER

MATTHEW THOMAS CONCANNON

CHRISTOPHER DAVIS

JENNA CLAIRE FESSLER

JOHANNES CHRISTIAN DUCKECK

DYLAN MITCHELL CHAFIN

SUSANA LIZETH DUFFY

REUBEN LUIS GAMBOA

DANIEL BETTENDORF

FERGUS CULLETON

JACQUELINE D. HURWITZ

MATTHEW R SHERLOCK

COLLEEN A KUPPER

BRIAN P SZTANYO

BRIAN DAVID LEWIN

NATHAN JOSEPH KOHLER

THOMAS A FRIETCH

CHRISTIAN H. BARDE

BRADLEY ALLEN HERALD

DAVID N. LUCKHARDT

KRISTEN NICOLE GALBRAITH

JARROD J. BUTEN

ALEXANDER J. RYBARCZYK

MATTHEW J RECORD

GREGORY GLENN PEEBLES

JEFFREY S. SLAVEY

SIMON T. LAWSON

DAVID R SEHLHORST

JON RYAN QUALLS

CHAD CHRISTOPHER EPPERSON

JOHN RYAN FELDMAN

BENJAMIN JAMES ESSER

DANIELLE PILLMAN

GREGORY PARKER ROGERS

ALEXANDER JAMES BURCH

ROBERT A. MARSH

CREGORY ALAN STORER

MICHAEL D NABERHAUS

JEFFREY L ALFORD

DANIEL GONZALEZ

ROBERT A SALISBURY

JEFFREY JAMES SCHULTZ

CHRISTOPHER M. BERBEN

ALEXANDER B. STECKL

LYNDSEY M TAYLOR

COLIN C. CAMPBELL

MAX TAYLOR INGRAM

JEFFRY L. DRIFMEYER

MICHAEL T. ALLGEYER

DAVID J. STAVERMAN

MEGAN R. BROOKS

PATRICK S. MILLARD

JONATHAN STOCKING

JEREMY BRICKING

TYLER J. CURLEY

CORY DAVID KNALEY

BAILEY E. HAMILTON

AARON WAYNE SATTERFIELD

MATTHEW DANIEL TAGGART

JARRED RYAN BAKER

JACOB L. VIERLING

BRENNAN E. HEHMAN

DOMINIC MAMREGA

BLAKE WILLIAM STRICKER

ALEC WADE SMITH

JUSTIN M. WELLS

BENJAMIN FRAZIER

KOLBY PATRICK FAUST

ROBERT ZACHARY HOUZE

KEVIN R. BROXTERMAN

BRADLEY D CAMPBELL

BROCK A GOODWIN

JOHN D. SCHUTTE

MICHAEL F BAMBACH

JOHN CHRISTOPHER THURZA

KELLY A ELLINGTON

ROBERT BRETT HORN

JUSTIN M GUIDROZ

MICHAEL D. CROWEAK

BENJAMIN P. PIO

CHRISTOPHER ANDREW SCHERER

JEREMY A. SEBRING

RACHEL A. HUPPRICH-ANDERSON

WILLIAM J. MATTHEWS

JACOB A. HUFFORD

GRANT ROBERT GESWEIN

AMANDA BECKERICH

COLLIN MATTHEW SCHAEFFER

JEFFREY S MORRIS

MEGAN M BARTELL

AARON J TALBERT

MICHAEL CLOWERY

GREGORY S. DUNCAN

CAMERON MYLES WALTON

AUSTIN MICHAEL SAMMONS

JOSEPH STEPHEN JENNINGS

CHRISTOPHER J ALLEN

PAUL JOHN PAGANETTO

JENNIFER PATRICIA MARCIL

SAMUEL WILLIAM MOULTON

MARK SCHWEINBERG

AUSTIN DOUGLAS BROWNELL

DEVIN BROGAN LOECHTENFELDT

BRANDON BALDWIN

JOSEPH WILLIAMS

JANTINE STERRE MARIE HARSVELD VAN DER VEEN

CALEB MICHAEL FURNISH

KEYAN SHAW SKELTON

OWEN MICHAEL WORKMAN

EVAN PATRICK SCHLINGER

MICHAEL JOHN STRUCKE

JACKLINH M TRAN

WILLIAM DENNIS KOPP

CHRISTIAN COMBS

DYLAN G. MERRILL

STEVEN CONNER CLUXTON

TYLER RYAN DOMBROSKI

SUMER RAYNA NICOLE ODOM

DEVANAND JOHN ISAACS

BRAYDON ALAN BENEDUM

JOSHUA REID FINLEY

WILLIAM JOSEPH MOEHRING

ALEXANDER MALOF

GREGORY S JONES

KOLE GERARD FEINAUER

BRYAN RAY BONAR

STEPHANIE FISHER

MICHAEL CARRIGAN

MATTHEW HANDLEY

BENJAMIN J. DARPEL

NOAH TIMOTHY WULFECK

ANDRE LEROY COOK

SAMUEL DAVID SCHAEFER

JUDY C. PRUSINOWSKI

ROBERT WILLIAMS

THOMAS XAVIER CHALK

ZACHARY REILLY SIEGEL

NICHOLAS A. MCVICKER

ALEXANDRA KATHRYN MULLINS

NATHAN M. PRICE

QUENTIN MARTIN BATEMAN

ANTHONY DAWSON COFFEE

HUNTER GARRIGUS

QUINTON WILLIAM BECKER

ALEXANDRA ELISE FREIMARK

ZACHARY LUKE FICKETT

JACK MITCHELL POIRIER

ZACHARY PETERSON

BENJAMIN SCOTT BERGER

JORDAN NICHOLAS JOHNSON

JOSE LUIS MOLINUEVO

BAILEY AUSTIN ABNER

FRANKLIN MEADE GRAVES

ROBERT HAMILTON THELEN

SHANNON PURKISS

NATHANIEL BITONTE

ANDREW C. RIGHTMYER

ETHAN XAVIER JONES

DAVID J. SPARBY

JOHN HIRSCH FRADIN

SEAN TAVIO STEWART

CAMERON R ROBINSON

MITCHELL R. ZACHARYASZ

JULIA MORGAN MAAS

BRANDI NICOLE CAMPBELL

JORDAN DRAKE PALMATEER

JUSTINE CORDNER

BENJAMIN LOCKER

AARON MCCLELLAN

CARLY RAE CHAFIN

OLIVIA TIMMERDING

ANDREW YORK MARTIN

JENSEN FAHLBUSH

LUCIA VILLAMAGNA

TOBIAS CHRISTOPHER MROZEK

KATLYN NICOLE BANKS

KENNETH J SHANNON

TINA M BROUGHAM

CATHERINE SCHWARTZ

TROY WILLIAM RENNEKAMP

HANNAH SPARKMAN

ANDREW BARDGETT

RACHEL NICOLE MIRACLE

MICHELLE JOY NEIHEISEL

DONALD L. HICKS

SAMANTHA J MCCOMAS

JEROME VINCENT DOHERTY

RICHARD A SPURLOCK

JASON R. HACKER

RICHARD A. COOK

ZACHARY D BITZER

KEVIN Z CROWELL

THOMAS A HOWELL

KARA A. HOHNECKER

KRISTA WOLTERMANN SCHUH

RAYMOND T. ERPENBECK

CHELSEA RENTSCHLER

EDWARD J. VILLARI

JONATHAN E RYCKMAN

MATTHEW A. TERRELL

NICHOLAS S RICE

CRYSTALINE HALEY

CHERRY M MCDAVID

CHRISTOPHER W BROERING

MELISSA IRENE BISHOP

MARY K. RICH-NUGENT

MARGARET ELIZABETH MURPHY

NICOLE E DAGENBACH

TIMOTHY EDWIN MOLLMAN

MICHAEL LATAILLE

JOSEPH E. REDDING

LAUREN E. KAMINSKY

ALEXANDER R. MENTZER

ALEXIS MARIE WILKINS

PHILIP DANIEL SCHAMBACH

ELLIOTT EDWARD CLARK

Jonathan Michael Eschan

James Thomas Farrell

Daniel V. Rudibaugh

JOSEPH JOHN DALBEY

DENNIS MARK WEST

Brandi Rae Kohlsmith

Richard Anthony Kohl

Andrew Wayne Tate

TRACY MICHELLE DAVIS

JODI C STECZYNSKI

JUSTIN RICHARD DAMMEL

RAE JEAN CECIL ISAACS

RICHARD HERMAN TAPKE

JULIE MARIE TAPKE

Sabrina D Menkhaus

GEORGE CHARLES SCHMIDT

JONATHAN EDWARD THORNBERRY

Sean Michael Dempsey

MICHAEL BURKE FRITZ

MICHAEL ASPERY DEMPSEY

DIANE MARY GAAL

MATTHEW LAWRENCE DARPEL

Within 25 miles of Cold Spring Highland Heights, KY, Best Investors lists 290 registered investment advisory firms with 799 offices nearby, managing about $17.5T in combined regulatory AUM across 3,112,394 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 Cold Spring Highland Heights

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM