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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

FIFTH THIRD SECURITIES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FOSTER & MOTLEY INC
MORGAN STANLEY
MAI CAPITAL MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
JOHNSON INVESTMENT COUNSEL, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
MBIA CAPITAL ADVISORS
GENERATIONS WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

MICHAEL SHANE STEFFEN
Ryan Meckes
Aidan Cusumano
TODD MITCHELL SAMS
JENNIFER LYNN FERGUSON
David Bon Smith
Erin E Kaplan
ALISON LIN TAYLOR
ZACHARY TYLER HORN
Zachary Thomas Binzer
Emily Katherine Diaz
Zachary Christopher Losey
Nathan Jerome Lorenz
Kevin Michael Schmitt
ELIZABETH MARCHAL GREEN
WILLIAM MARK MOTLEY
THOMAS J. GUIDI
ANTHONY ROBERT LUCKHARDT
AMY LYNN THOMAS
DAVID J NIENABER
Irene Ay-Luen Tsai
RACHEL ANN RASMUSSEN
Nicholas Edmund Roth
Jeffrey Ryan English
Megan Lyons
Sarah Katherine Browne
Andrew Michael Montanus
Allison Elizabeth Koenig
Nathaniel Patrick Green
Chia-Hui Ou Yang
Amina Addington
DAVID ALAN FOSTER
LUCAS PARKER HAIL
LINDSEY RENEE KEITH
NICOLE EILEEN ROLAND
BRADLEY MICHAEL SOPER
JOSEPH ANTHONY PATTERSON
SCOTT FRANK MERCALDE
CHRISTOPHER JOSEPH GREEN
MATTHEW VINCENT HARRIS
STEPHEN M ASHWORTH
JASON ELLIOT REDPATH
DAVID PATRICK KOPSER
REBECCA DIANE DORTON
BRINER C ELLIS
ROSEMARY JOYCE FOLEY
MELONIE MAUDE KAISER
CHERYL ANN HENDERSON
MATTHEW RONALD SMITH
LAUREN REGINA BEST
KYLE ERIC MERK
ROBERT M EDWARDS
JOHN P RANDALL
MOLLY ELIZABETH KOESTER
ALISON NICOLE CANTOR
HANNAH GRACE MEIHAUS
Lauren Marie Larson-Long
Brad Christopher Vitucci
Alexa Teresita Casey
Seth Russell Willoughby
JANE E SHAFFER
Mitchell C Deskins
Adam Paul Atkinson
SAMANTHA Jane FLOOD
Brooke Faxon
TIMOTHY J KEARNS
Henry G Eriksen
KELLY JOSEPH KELP
THOMAS SCOTT CARNS
JOHN PAUL ZUBA
KIMBERLY Willis PECK
STEPHEN EDWARD DAUER
DAVID PATRICK LANGE
EDWARD L APFEL
MICHAEL HURLEY CURE
ANGELA LOUISE GERACI-LAWSON
CAMDEN DWIGHT MCCLUNG
TRICIA A MERCALDE
JULIE LYNN SEAVEY
Brian M Kilby
JENEE LYNETTE ALLEN
MICHAEL JUDE SCOVIC
DEBORAH LYNN SUTTON
Christopher W Goad
KATHERINE SHERIDAN LAUER
ELIZABETH TAYLOR MOORE
ALBERT G CHAVEZ
THANH PHAM
STACEY LYNN KING
JEFFREY D STANLEY
PHILLIP RAY BRANN
JOHN ANTHONY MAZZA
Erin Marie Purcell
BRIAN THAYER BASCOM
Amanda Leigh Gwin
Christopher S Rueve
Chaely Williams
Tylor Matheson
LAUREN V SCHAFER
KAGEN BUTLER
Andrew Seta
Cassidy B Carr
Margaret A Brenner
Jessica Kay Marohn
Grace D Kappers
Alec C Manser
Jacob Lindsey
MICHELLE Lynn WARD
Griffin Joseph Kelp
EMMA Kristine MCCLURE
Bradley T Hohlbein
Christopher Charles Moll
GREGORY BENNETT WELLS
ANDREW WILLIAM SWALLENDER
BRIAN KEITH ALBACH
ADAM JOSEPH SCHOSTER
JOHN BARRIS GOULD
KRISTI LYNN MCCLURE
JESSICA ANNE MALCHO
GEORGE ANDREW HADDAD
CRYSTAL LYNN BREWER
JOEL NICHOLAS HANDORF
TIM ERIC DIPPOLD
YOUNGJIN JUNG
Christine Mae Jacobs-Schaadt
KASSIE MARIE POTTER
CHELSEA J NICHOLS
MARK MILLARD MANN
JACK KENNETH SKIDMORE
AMY ROSE BURGRAFF
BENJAMIN LOCKWOOD ZARING
MICHAEL LOGAN DANIELS
WILLIAM LEWIS WASHBURN
NANCY ANN CICOLINO
STEPHEN THOMAS BASCOM
JOHN LUDWIG BURGER
Tracy R Patrick
Rami R Elkhatib
Ryan J O'Rourke
Rachel D Shal
Mary Caroline Brandenburg
IAN NOBLE WILT
PAMELA JEAN BROSZ
TED MICHAEL LUCIEN
LYNN PRICHARD GOEDDE
JERRI KAY WENTZ
JENNIFER LEE BRYAN
Richard Michael Vories
DONNA STURGEON STERWERF
ALAN RICHARD HENNING
BRADLEY ANDREW MEEKS
Carey Merrill Markoe
Joshua Adam Handel
SALLY HUMPHREY DEMPSEY
NEIL JOSEPH JOHN HANTAK
BRIAN PATRICK BOLAN
WILLIAM CARL BRUNS
EDWARD REID KURESMAN
MICHAEL C BRENNAN
ANDREW B BRUNS
JACOB MICHAEL GEGLEIN
Brandon Gregory Rozanski
ESTELLE JEAN ZEKOFF
Steven Andrew Meegan
Jacob Oney
THOMAS JOSEPH LALLEY
MICHAEL ROBERT REED
JOSEPH CLIFFORD HACK
JAMES JONATHAN HAYES
DAVID MICHAEL NIEHAUS
WILLIAM ROBERT BRUNS
NOAH ADAM KOTERBA
KATHERINE NANCY OWENS
CARL ANDREW ADKINS
CHARLES F FELLOWS
JAY C WEISLOGEL
ROBERT STEPHEN CASTELLINI
Lia Valle Reece
Nathan Daniel Nichols
John T Lemmel
EMMA KATHLEEN KELLERMAN
MICHAEL PATRICK PREBLES
TIMOTHY CHARLES GEHNER
DAVID A CHRISTIAN
ERIC JONATHAN BACHUS
ANDREA LYNN ERNST
LAURA REED MATTERN
Tyler Martin Eckstein
Nicole L. Cutcher
Ryan J. Mikelonis
NATHAN DANIEL ENGER
Kyle Hoskins
DEREK JOSEPH HAMANT
GARY ROBERT HAMANT
JAMES EUGENE MURPHY
CLESS TIMOTHY SMITH II
LIONEL OLIVIER BEY
KURT A MARTY
MICHAEL WINSTON BAIN
RYOICHI STEVEN TSUCHIYA
PAMELA DUECKER CLARK
DANIEL A DOERFLEIN
Allison Bequel Cogburn
Gail Ann Rukenbrod
Richard A Stadelmaier
ELIZABETH CLARK ARMITAGE
Sumner A Colohan
JOHN S DIMAURO

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