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Best financial advisors in Cold Spring, KY

Registered advisers within 25 miles of Cold Spring, KY.

Offices
802
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

Firms

THE MATHER GROUP, LLC
STRATOS WEALTH ADVISORS LLC
MONEY CONCEPTS CAPITAL CORP
LPL FINANCIAL LLC
CINCINNATI ASSET MANAGEMENT INC
INDEPENDENT FINANCIAL PARTNERS
CONSTELLATION INVESTMENTS, INC.
ON INVESTMENT MANAGEMENT CO
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHROCK PARTNERS, LLC
FIFTH THIRD SECURITIES, INC.
FINANCIAL ROUNDS
COORDINATED FINANCIAL PLANNING CORP
SCHMITT WEALTH ADVISERS, LLC
TITAN WEALTH MANAGEMENT

Investors

Michael Allen Curley
CAROL AMELIA HOFFMAN
Robert W Bartlett
DEBORAH LOU THOCKER
Carson J Kiley
Andrew Jamison
Ryan M Gorman
Diana Bowman Damico
Daniel David Wolf
SARAH FRANCES POTT
TODD RYAN BLESSING
WILLIAM SAUER SLONEKER
GARY EDWARD HOLLANDER
GREGORY AARON FRANKLIN
EVAN MATTHEW BIHL
MATTHEW JAMES COLLINS
JOSEPH HURLEY
ERIN MICHELE WINER
MICHELLE Marie DEGREE
ANTHONY DENNIS CASNELLIE
DANIEL PATRICK O'KEEFE
Thomas Rowland
JOHN ADAM MACKINTOSH
STEVEN MARK HORTON
LESLIE SHANNON MCDONALD
LINWOOD FORREST HAMILTON
SUSAN MICHELLE FELLMAN
PAMELA SUE Davis
KONSTANTINOS GEORJE GEORGOSTATHIS
JOE SANDERSON BROWN
FERAAS ISA SULEYMAN
S Renee Whisman
NICHOLAS ALLAN NIEHAUS
KATHERINE HUPP
Ryan Rospert
SAVERIO P GRIPPA
Benjamin Alexander Dobler
Robert William Hansen
BRIAN NMI MUNOZ
SHARON E MILLER
KEVIN J. BARTO
PETER JOSEF SCHMITT
ANDREW WILLIAM SCHMITT
BRIAN CHRISTOPHER RIGBY

Within 25 miles of Cold Spring, KY, Best Investors lists 290 registered investment advisory firms with 802 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

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