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Best financial advisors in Kosmosdale, KY

Registered advisers within 25 miles of Kosmosdale, KY.

Offices
434
Firms
163
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,076,665 clients when Item 5C has a number
Avg / client
$4.39M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PRIVATE ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
WESBANCO SECURITIES, INC.

Investors

Mathew Scott Warner
Kenneth Taylor Graeter
Alex Kerins
Benjamin Robert Stocksdale
KARLA LOVEWELL
Nicholas Bryan Nunley
MARTIN A WISSING
VICKIE JO DRURY-BAUER
PATRICIA ANN BOWLES
HOMER A HOLT
William WESLEY Courtenay
JOHN A MAYFIELD
Hilary Spencer Persley
Clayton Toliver Craig
Nicole Pupino
Mark Philpott
DAVID ALAN REYNOLDS
Derek Lee Decker
Jason Brumley
Daniel Lee Sargent
ASHLEY NICOLE FELTS
Stephen A. Cross
MATTHEW JOSEPH MILLER
ANDREW TRAVIS EURTON

Within 25 miles of Kosmosdale, KY, Best Investors lists 163 registered investment advisory firms with 434 offices nearby, managing about $13.5T in combined regulatory AUM across 3,076,665 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 Kosmosdale

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