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Best financial advisors in Independence, KY

Registered advisers within 25 miles of Independence, KY.

Offices
634
Firms
243
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,787,667 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL PARTNERS
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
HANNEGAN WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
SILVER OAK SECURITIES, INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
ADVISOR SHARE WEALTH MANAGEMENT, LLC

Investors

JOEL ALFRED BERGANTINO
JOHN LEWIS HOFFMAN
Austin Stewart Lay
SAM A ZEIBAK
Michael Young
Kelly Meyers Malatesta
JESSICA L. LUCAS
DAVID KEITH SPINDLE
Robert S Bullock
THOMAS JEFFREY BARRICK
CRAIG ALLAN MIDDENDORF
GEORGE SIDNEY SPARKS
ANDREW JOSEPH BERTKE
RYAN ALLEN LAUER
Spencer Grome
Matthew Ruffolo
MELISSA ANN KELLY
SCOTT ANTHONY OSBORNE
Benjamin Moulton Gehrke
Francis Gabriel Amador
SCOTT ARMSTRONG BROOKS
Timothy Chon
Shawn Patrick Hannegan
Mark Josaitis
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
RANDOLPH EARL RAILEY
JOHN DAVID FRUIN
KEVIN BLAINE WIDENER
STEVEN FRANCIS KNAPP
COREY JORDAN
ADAM BOERGER
Timothy Isaac Sauer
JAMIE LAMARR HATFIELD
Bradley A Shipe
Corissa Otten
STEPHEN SCOTT HARPER
Wendell Anthony Rounds

Within 25 miles of Independence, KY, Best Investors lists 243 registered investment advisory firms with 634 offices nearby, managing about $15.8T in combined regulatory AUM across 2,787,667 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 Independence

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