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Best financial advisors in Heritage Creek, KY

Registered advisers within 25 miles of Heritage Creek, KY.

Offices
440
Firms
162
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,079,242 clients when Item 5C has a number
Avg / client
$4.39M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL PARTNERS
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
USA FINANCIAL SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ESSA FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC

Investors

Alex Kerins
Benjamin Robert Stocksdale
Nicholas Bryan Nunley
JEREMY MONROE SICKLES
DANIEL RAY NELLEN
Ryan Pyle
JUDY LYNN MORRISON
Taylor Lynn Davis
ADAM O'DELL COOP
Ryan Thomas Wolfe
ARNOLD J STATON
Alaya Nache Walker
Camden Owen Grandstaff
Seth Smith
Dallas Wayne Tuggle
Matthew Thomas McDowell
John Simeon Campbell Scott
Mason Cooper Morris-Frey
John Barrett Olash
Michael Craig Lorenzen
John Joseph Moriarty
BETH ANN KITSON
KATHERYN DREXEL HIGGINS
WENDY LEE GONZALES DAVIS
Elizabeth Jean Trotter
Travis Logan Nicks
Leigh Anne Parker
Davis M Sims
Hannah E Matthews
Randy Dean Deaton
THOMAS FRANCIS HALLION
HENRY LAWRENCE HENSLEY
Shannon Cassidy Stoehr
GLORIA KAYE NICHOLS
Elijah W Essa
ERIC ANTHONY WARD
ALEX LINDERMAN
Autumn N Wood
JACOB ANTHONY GAMMON
JIMMY PAUL JOHNSON
Andrew Charles Ruud
JERYL ANN STRAUSS
KIMBERLY LYNN JORDAN
Linda Jayne Oeth
DANIEL ROBERT MACLEAN
Julie R. Occhiato
Lindsay Rhodes
KELLY ELIZABETH GRAYBILL
Sarah Cattan
Terrance Tyler Seelow
ERIC ALEN BALDWIN
TERESA TOMPKINS APPELL
Roger Cox
Brian Matthew Edelen
BRIAN LEE ARENDS

Within 25 miles of Heritage Creek, KY, Best Investors lists 162 registered investment advisory firms with 440 offices nearby, managing about $13.5T in combined regulatory AUM across 3,079,242 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 Heritage Creek

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