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Best financial advisors in Frankfort, KY

Registered advisers within 25 miles of Frankfort, KY.

Offices
158
Firms
80
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.06M
2,055,159 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
CRIMSON OAK WEALTH MANAGEMENT, LLC
ALPHA FINANCIAL PARTNERS LLC
HARBOUR INVESTMENTS, INC.
HUNSICKER INVESTMENT MANAGEMENT, LLC
MCF ADVISORS, LLC
PARAGON PRIVATE WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUPREE & COMPANY, INC.
DEAN DORTON WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
OSAIC ADVISORY SERVICES, LLC

Investors

Charity Sirkle Reed
Kacey J Gross
RONALD DEAN RING
LUCAS M RING
MARK DOUGLAS QUERY
LARRY WINFORD CROSTHWAITE
DAWN RENEE MOSCOE
MOHUA DAS
Evan Ball
JUSTIN NATHANIEL PERKINS
Emily Nelson
MARC IRWIN COBANE
Joseph Edward Fusco
AARON PAYNTER AMMERMAN
GREGORY M TURCOTTE
Evan Michael Enerlich
BEN COMBS KAUFMANN
STEPHEN ALAN WRIGHT
THOMAS R HAYDEN
Kristen Kirkwood
BRADLEY CLAY FISHER
PATRICK Shawn SCARBOROUGH
STEVEN JOSEPH GIACOBBE
KRISTOPHER J KELLINGHAUS
NICHOLAS CHARLES NEWELL
Peter deWyckoff Bryans
Ronald Christopher Ridings
Matthew Lawrence Rose
George T Barker
TIMOTHY ANDREW GAVIN
GLENN DAVID BUJNOCH
ANDREW D SATHE
TIMOTHY JOSEPH DOUGHERTY
WILLIAM SHAWN CLARK
Harrison Dean
ROBERT BRUCE SATHE
CHRISTOPHER THOMAS COCHRAN
GERALD EDWARD YOX
Noah L. Sayre
WILLIAM J BACKSCHEIDER
HUNTER BROWN NIGHBERT
JAMES SCOTT DOWNING
BRITTANY BROWNING MANNING
Sean T Lamanna
JEFFREY LEWIS JENNINGS
DAVID LEE HARRIS
MARY KATHRYN LOCKWOOD
Emily Margaret Johns
Dylan T Jones
CATHERINE ELIZABETH SALSMAN
Cassandra Leitsinger
VALERIE M MARSHALL
Timothy Wayne Dunn
John Lowrey Gardner
MARK ALLEN WILDEN
Robert Sparks Williams
Trent A Owens
BRADLEY SCOTT CLAYCOMB
RICHARD JEFFREY CORBETT
SUSAN LEE CASSELL
Lillian D Moore
Mark James Dill
Kasey S Riley
Julio E Levisohn
HOLLY ANN THOMPSON
TRAVIS KYLE MUSGRAVE
Mollie L Brennan
SARAH A GREGORY
JESSICA D SCHMIDT
HOPE ELIZABETH WILDEN
Logan M Watts
LAWSON M BRENDLE
LeAnna Brooke Kirtley
Sally Marcella Butler
Courtney Brooke Clark
Laura Gail Smith
Charles B Fain
Samuel Storey
ADAM MICHAEL DAVEY
DIANA LYNN COVELL
DIEGO GERMAN VALLOTA
TERRY L SMALLWOOD
HARRY MILWARD HADDEN
EMILY K BELLAMY
ERIC JASON WARREN
NICHOLAS ROBINSON
Tyler B Martin
James T Royse
DAVID WAYNE HUDSON

Within 25 miles of Frankfort, KY, Best Investors lists 80 registered investment advisory firms with 158 offices nearby, managing about $11.4T in combined regulatory AUM across 2,055,159 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 Frankfort

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM