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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

KESTRA ADVISORY SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MARINER
LPL FINANCIAL LLC
OXINAS PARTNERS WEALTH MANAGEMENT
EAGLE STRATEGIES LLC
ARCHER INVESTMENT CORPORATION
HARVEY INVESTMENT COMPANY, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CULLINAN ASSOCIATES, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

THOMAS M JONES
BRIAN DOUGLAS WAIZ
GREGORY EUGENE BENNINGTON
Richard Tanner McFall
Julie R. Occhiato
Lindsay Rhodes
KELLY ELIZABETH GRAYBILL
Sarah Cattan
Terrance Tyler Seelow
ERIC ALEN BALDWIN
TERESA TOMPKINS APPELL
Roger Cox
Brian Matthew Edelen
JOSEPH ALOYSIUS GOTTBRATH
WALTER JOHN SCHWARTZ
Morgan Faith STRANGE
Colby Porter
MICHAEL R GOSNEY
AFTON ROCHELLE YAEGER
JAMES BRUCE WAGNER
BRIAN CHRISTOPHER COXON
John Murphy Collett
TERRY GERARD FENWICK
BRIAN LEE ARENDS
REX A. DAVIDSON
MARY LINDER HERRMANN
JOSHUA STEPHEN JEVNE
SAMUEL HUNTER NOBLE
SAMUEL CASTLEMAN HARVEY
JULIE M JONES
JEROME OLIVER LYNCH
JODIE LYNN PARSONS
MISTI MONEE MADDOX
WHITNEY CONN
DAVID STEPHEN RANDLES
AUSTIN TURNER BARNETT
LEIGH ANNE HUGHES
JUSTIN H SCHAPPE
CHRISTINA MARIE HARMON
ANTHONY FOSTER CARNEY
TERSIA SHARON STROUPE
CHRISTOPHER CHARLES GERRISH
DAVID TURNER BARNETT
KENNETH ERIC BALLENGER
MARIE CARNEY
JONATHAN STUART THOMPSON
DOUGLAS NORTON JOHNSON
STOKES ANDREW BAIRD
CHRISTOPHER S LYNCH
MARY ALICE BLANTON
WILLIAM DOHERTY TAFEL
J LEMOINE PATTY
MARY DIANE S BELL
Xinyi Xia
ERIC HENRY BIELEFELD
MICHAEL DAVID CASEY
ELIZABETH ANN SKETTINO
Ben Owen Wei Tompkins
JEFFREY THOMAS DAY
KENNETH G. ALLEN
Mark Delton
Michael B Whitney
LEVI JONES
KEVIN C BYRUM
Jared Christopher Sletto
JEFFREY SCOTT SANDKNOP
Rahsaan Shareef
Logan M Lee
TRACY MICHELE REDMON
George W Reed
JOHN THOMAS RYAN
Thomas Carlton Harvey
Andrew Day
BRIAN DANIEL HAEHL
ROYDEN KEITH CULLINAN

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