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Best financial advisors in Louisville, KY

Registered advisers within 25 miles of Louisville, KY.

Offices
542
Firms
204
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,122,591 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
TODD ASSET MANAGEMENT LLC
PNC REAL ESTATE
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
WARLOCK LTD.
PLENTIFUL WEALTH, LLC
ROBERT W. BAIRD & CO. INCORPORATED
VF ADVISORS, LLC
CHRYSALIS VENTURES
ATLAS BROWN
BALDWIN WEALTH PARTNERS, LLC
RIVER ROAD ASSET MANAGEMENT, LLC
SILVER OAK SECURITIES, INCORPORATED
ARISTIDES CAPITAL LLC

Investors

STEPHEN VINCENT CORSI
VINCENT THOMAS CORSI
DONALD WILLIAM HOOK
SAMUEL EVINS HUNTER
JIM ERNEST HUNTER
RONALD SCOTT KNIGGE
SARAH G. DIFFENDERFER
MATTHEW LAROY BENHAM
Samantha N Petter
JON CHRISTIAN BOHNERT
Jason Sterrett
Teresa Carol Knear Solorzano
JOHN CLETUS HOLDEN
Shaun Christopher Siers
CURTISS MILLER SCOTT
JOHN JAMES WHITE
Matthew Brown
NICHOLAS ROBERT STEWART
JENNIFER DIANE BRETNITZ
SHERRY DAWN CARRICO
Dallas G Polk
Jeb Austin Jarrell
John R Craddock
BRYAN ASHLEY SPERRY
ELIZABETH MOORE FIELDS
JESSICA LEE NEWMAN
Adrienne M Hayes
Reece Stephens
LAURIE ANNE SKEEN
JEANNIE LYNN OSTER
ANNE MARIE BRANDON
LEIGH E Staples Ralston
Marcia L Henderson
L CHASE SPEIDEN
KRISTINA LEIGH RICHARDS
ROBERT LEAMON CRADY
SAM CLAY ELLINGTON
Angela Higgins
SCOTT JAMES IRONSIDE
Derek J Bonifer
MARK KEVIN NICKEL
ELIZABETH C KAPLAN
JOHN ALLEN MASCARICH
SCOTT MATHEW DURHAM
BETTY JANE THOMAS
JOHN CRATES WATKINS
CORY JOE GERKIN
Margaret Kelly Mrsic
NICHOLAS D REISENBICHLER
Colin W Evans
JOSHUA LOGAN SMITH
CHRISTOPHER COLLIN BOONE
TREY MICHAEL MULLIGAN
WILLIAM FOX WEST
BRENT CHARLES GILLIES
MICHAEL KUHN
DOMINICK OCCHIATO
John F Stepp
Bradley Stephen Henderson
Bradley Robert Fry
Logan Ray Reisinger
AMBER RAYE WILLOUGHBY
GAIL BURKE TWAY
ROSS ALAN DEMMERLE
YANO KARIM TOUMA
ANGELA LYNETTE LUEKE
DANIEL RASI MILLER
NICHOLAS JOSEPH TOMPKINS
James R McCarty
DARON MORGAN VAN VACTOR
JOSEPH ROSS MAYFIELD
Curtiss M Scott
William A McClure
Grant K Rohleder
JAMES REID ALLEN
ANDREW WILTON MEANS
DAVID BENFIELD BURKS
Matthew T Dilbeck
TIMOTHY MICHAEL CORLEY
CHERRI LYN LAMKIN
SAMUEL M VONDERHEIDE
BRADLEY ANDREW GLOTZBACH
MICHAEL SCOTT ROBINSON
WILLIAM WAYNE HANCOCK, III
DAVID BROWER RUSSELL
JOHN ROBERT PRYS
KATHERINE ANNE KUNTZ
JAMES DOUGLAS ANDERSON
NICHOLAS ANTHONY PFEIFFER
CLAIRE MARGARET BROWN
Kathryn Wetterer Davis
Anna Racine Pies
DANIEL CHARLES NALL

Within 25 miles of Louisville, KY, Best Investors lists 204 registered investment advisory firms with 542 offices nearby, managing about $14.9T in combined regulatory AUM across 3,122,591 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 Louisville

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