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Best financial advisors in Crestview Hills, KY

Registered advisers within 25 miles of Crestview Hills, KY.

Offices
798
Firms
289
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,400 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
HANNEGAN WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHARLES SCHWAB & CO., INC.
NAUTICAL STAR FINANCIAL GROUP LLC
U.S. BANCORP ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HORAN WEALTH, LLC
OSAIC WEALTH, INC.

Investors

Timothy Isaac Sauer
JAMIE LAMARR HATFIELD
Stuart Wells Jackson
Joseph William Burke
CAROLYN ANN BORGERT
JOSEPH POWELL TROY
STACIE L KEY
Bradley McElwain
JONATHAN JAMES EHRESMANN
Andrew J Jostworth
Emily Lynn Butler
DOUGLAS EARL KISKER
David Girmann
Karl Diebold
Scott Robert Custis
CRYSTAL GRIGGS
Tosha Nichole Thompson
Charles J Regan
CHRISTOPHER MARK TOMES
GEORGE SIDNEY SPARKS
ANDREW JOSEPH BERTKE
RYAN ALLEN LAUER
Shawn Patrick Hannegan
Mark Josaitis
CHRISTOPHER G PIEPER
BRIAN C SCHWALBACH
Summer Shkoukani
DORIS E. STAMPER
Raymond M Stacy
PAUL ALBERT SMITH
MELISSA PARTIN
Randie Sue Hagelman
KELLY S PALMER
Tricia W Jones
ANDREW D JARC
DAVID J GRAY
Katelyn Lee Scheller
GREGORY PAUL VONDERHAAR
ERIN E TIMMERDING
DAVID THOMAS KATHMAN
Krystle Atkins
JOSHUA JAMES WILSON
JEFFRY DIACONO
Benjamin C Pieper
Kenneth Clark
WILLIAM D HENNESSEY
Crystal Lynn Doering Mann
Nicholas James Guzman
Robert McKay
Alan David Childs
Spencer Grome
Matthew Ruffolo
MELISSA ANN KELLY
SCOTT ANTHONY OSBORNE
Benjamin Moulton Gehrke
Francis Gabriel Amador
SCOTT ARMSTRONG BROOKS
Timothy Chon
JEFFREY JOSEPH O'BRYAN
REBECCA LYNN MULLIKIN
PHIL M WEBER
ROBB ALLEN NEWMAN
MICHAEL JAMES CASON
Robert A Hageman
Nathan Allen Monks
Jackson Wendell Thomas
DAVID MAURICE LOHRE
KIMBERLY MICHELLE BASHAM
JENNIFER G. DRAPP
MARK CHARLES LINDLOFF
DEAN RUSSELL INMAN
SONIA KAY DEMOSS
BRIAN SCOTT TEWES
RONNIE LEE HOLMES

Within 25 miles of Crestview Hills, KY, Best Investors lists 289 registered investment advisory firms with 798 offices nearby, managing about $17.5T in combined regulatory AUM across 3,112,400 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 Crestview Hills

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