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Best financial advisors in Fort Mitchell, KY

Registered advisers within 25 miles of Fort Mitchell, KY.

Offices
832
Firms
294
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,463 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
VALMARK ADVISERS, INC.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
OMEGA WEALTH PRIVATE CAPITAL LLC
CONNETIC VENTURES
EGATEWAY CAPITAL, LLC
U.S. BANCORP ADVISORS, LLC
M HOLDINGS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JOURNEY ADVISORY GROUP, LLC

Investors

Elijah Charles Carmean
TRICIA L PLUMHOFF
Aaron Kyle Dawson
TERRY DON JOHNSON
MICHAEL LEE FEINAUER
JAMES CARROLL HATCHER
NANCY CAROLYN JOHNSON
JERIEL ISAAC FARIAS
KETY ARANO
WALLACE GENE MURPHY
JANET Elizabeth LAKES
REBECCA Newman REYNOLDS
Robert Pallatroni
Alexander Merritt
Henry J Rossi
TAMARA R SIMENDINGER
CHARLES KELLY HAMAD
MARK JOSEPH MILLER
WILLIAM MICHAEL ARTHUR
STEVEN DALE HAMANN
Austin Hussey
TROY WESLEY CROOK
JODI C STECZYNSKI
JUSTIN RICHARD DAMMEL
RAE JEAN CECIL ISAACS
RICHARD HERMAN TAPKE
JULIE MARIE TAPKE
Kyle Hurles
Sabrina D Menkhaus
GEORGE CHARLES SCHMIDT
JONATHAN EDWARD THORNBERRY
ELLEN HASKELL
RACHEL E KING
Sean Michael Dempsey
JACOB ETLER
Brett Pettit
MICHAEL BURKE FRITZ
Karen M Keuper
MICHAEL ASPERY DEMPSEY
DIANE MARY GAAL
MATTHEW LAWRENCE DARPEL
David Prescott Osterbrock
CARDAIL BATISTE
DANIEL ROBERT HECT
ANDREW VARNER
SCOTT ARTHUR GUMBLE
ANDREW CHARLES BECKER
DIEGO GERMAN VALLOTA
APRIL RENEE PUNCH
Timothy Ryan Vanderhoof
DOUGLAS ALAN DUCKER
MARK HENRY JOSEFCZYK
Christopher Michael Hjelm
Angela Faith Tupman
MARIANN PAULY MCDERMOTT
DOUGLAS MARK BOSCHERT
LOUIS RICHARD ROEDERSHEIMER
ROBB ALLEN NEWMAN
MICHAEL JAMES CASON
TYLER SELBY LANG
JAMES WILLIAM OWENS
Richard Eric Pettway

Within 25 miles of Fort Mitchell, KY, Best Investors lists 294 registered investment advisory firms with 832 offices nearby, managing about $17.5T in combined regulatory AUM across 3,112,463 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 Fort Mitchell

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