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Best financial advisors in Lousiville, KY

Registered advisers within 25 miles of Lousiville, KY.

Offices
2
Firms
2
Combined AUM
$275B
Firm-wide filings, not assets booked only here
Clients
24.4K
24,395 clients when Item 5C has a number
Avg / client
$11.3M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STRATOS WEALTH PARTNERS, LTD

Investors

Lee Ann Davis
JEREMY MICHAEL FINN

Within 25 miles of Lousiville, KY, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $275B in combined regulatory AUM across 24,395 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 Lousiville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 STRATOS WEALTH PARTNERS, LTD 376 clients · 377 advisers $18.6B AUM