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Best financial advisors in Morning View, KY

Registered advisers within 25 miles of Morning View, KY.

Offices
408
Firms
178
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,782,595 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS
LLOYD FINANCIAL GROUP LLC
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES

Investors

JOHN LEWIS HOFFMAN
JOEL ALFRED BERGANTINO
Austin Stewart Lay
Michael Young
Kelly Meyers Malatesta
JESSICA L. LUCAS
DAVID KEITH SPINDLE
Robert S Bullock
SAM A ZEIBAK
Jonathan Michael Eschan
THOMAS JEFFREY BARRICK
CRAIG ALLAN MIDDENDORF
LUCAS CONNER LLOYD
GEORGE SIDNEY SPARKS
ANDREW JOSEPH BERTKE
RYAN ALLEN LAUER
Andrew Paul Schweitzer
KENNETH JAMES LANGE
MARY CALDWELL
JAMES C. ZENTS
COURTNEY P ELFERS
DAVID P HEILE
KYLE SANDER
ELIZABETH WOESTE
MORGAN MAXWELL
OLIVIA G. CROFT
PATRICK RYAN HENRY
RYAN WAYNE WILHAM
TIM GALBRAITH
DANIEL W FOLTZ
DOMINIQUE DALL
NATHAN E. ENGEL
ANDREW CHURCH
JESSE JETT
JOSHUA A. FOUTS
AARON PELOE
JESSICA WILEY
CAROLINE BEGLANE
WILLIAM J. TORBECK
NICHOLAS G. GREATHOUSE
RYAN MURRAY
GARY LEMONS
DANIELLE N. SAUTER
PETER FOSCO
KYLE KUBERA
MARSHAL LUNING
SAMANTHA JAYNE MARTIN
PAYTON HIRKO
DAPHNE HEDGER
MICHAEL BROWNE
AMANDA PRIOR
EMILY HUSSEY
VICTORIA N MICHELS
AMANDA LEWIS
MICHAEL T SCHLACHTER
CHRISTOPHER WILLIAM REINHART
ZACHARY PERRY
HEATHER K JACKSON
BRIAN R. SCHNUR
WICK E. MAKSE
ELIJAH P THOMER
CLIFTON J BROADUS
AUSTIN MAY
KATI M. NOLAN
BRADLEY S EDWARDS
CALLIE NICOLE BOLLING
AMANDA ROGERS
DAVID MATTHEW BOWEN
ANN ELIZABETH VENABLE
MONICA A. SMITH
JOSEPH O'NEAL
LUCAS BRAY
CRAIG M KANTZ
KENDALL E. STICE
DEIDRA M. SCHORNACK
JERMILE BATTEN HAYES
JANET RITCHIE FREEMAN
THOMAS LANG
MICHAEL EDWARD FERRIS
ALEX M WEST
RACHEL TACKETT
ALBERT LUCAS
ALEXIS LINDSAY
GARY C. STOUT
Hunter Rambin
Scott Lee D'Amico
James Michael Smith
Carl Campbell
KENNETH J SHANNON
TINA M BROUGHAM
CATHERINE SCHWARTZ
TROY WILLIAM RENNEKAMP
PATRICIA BRUNS
HANNAH SPARKMAN
ANDREW BARDGETT
RACHEL NICOLE MIRACLE
MICHELLE JOY NEIHEISEL
DONALD L. HICKS
SAMANTHA J MCCOMAS
JEROME VINCENT DOHERTY
RICHARD A SPURLOCK
JASON R. HACKER
RICHARD A. COOK
ZACHARY D BITZER
ANDREW CLOS
KEVIN Z CROWELL
THOMAS A HOWELL
KARA A. HOHNECKER
KRISTA WOLTERMANN SCHUH
RAYMOND T. ERPENBECK
CHELSEA RENTSCHLER
DANIEL MCCAMEY
JON R. ORAVEC
JAMES BARKER
KASEY GOULET
JOHN S. DROEGE
JACOB M. FORD
NOAH R. SMITH
BENJAMIN JAMES ESSER
BRIAN COBB
BRETT M RIZOR
EDWARD J. VILLARI
JONATHAN E RYCKMAN
ERIC JARRARD
MATTHEW A. TERRELL
NICHOLAS S RICE
CRYSTALINE HALEY
DEREK KRAMER
CHERRY M MCDAVID
CHRISTOPHER W BROERING
MELISSA IRENE BISHOP
KEVIN MURPHY
MARY K. RICH-NUGENT
MARGARET ELIZABETH MURPHY
NICOLE E DAGENBACH
TIMOTHY EDWIN MOLLMAN
MICHAEL LATAILLE
JOSEPH E. REDDING
KRISTIN GALATI
AMANDA G. MOON
LAUREN E. KAMINSKY
ALEXANDER R. MENTZER
JEFFREY REUTER
ALEXIS MARIE WILKINS
JOHN H BRUNS
PHILIP DANIEL SCHAMBACH
ROBERT PAUL BOSWELL
JENNIFER MARTINEZ
Patricia Ann King

Within 25 miles of Morning View, KY, Best Investors lists 178 registered investment advisory firms with 408 offices nearby, managing about $14.7T in combined regulatory AUM across 2,782,595 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 Morning View

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