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Best financial advisors in Newport, KY

Registered advisers within 25 miles of Newport, KY.

Offices
837
Firms
295
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,412 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CONNETIC VENTURES
AMERIPRISE FINANCIAL SERVICES, LLC
EGATEWAY CAPITAL, LLC
U.S. BANCORP ADVISORS, LLC
LEGACY FINANCIAL ADVISORS, INC.
JOURNEY ADVISORY GROUP, LLC
M HOLDINGS SECURITIES, INC.
FIFTH THIRD SECURITIES, INC.
RENAISSANCE INVESTMENT MANAGEMENT
CWM, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRINCIPLED WEALTH ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

JOSEPH JOHN DALBEY
DENNIS MARK WEST
James Thomas Farrell
Daniel V. Rudibaugh
MARK HENRY JOSEFCZYK
Christopher Michael Hjelm
STEPHEN JEROME HORN
Angela Faith Tupman
JOHN MORGAN SMITH
MATTHEW JAMES AQUILIA
JOHN MICHAEL WILDERN
JUSTIN KERR BROWN
MICHAEL JOSEPH MAISEL
MICHAEL JAMES MCWHINNIE
SETH HOWARD SANBORN
Robert Justin Kuhnhein
Mitchell James Lampert
Lars Edward Meiman
MICHAEL JONATHAN MAISEL
PAUL ANTHONY SARTORI
TYLER SELBY LANG
JAMES WILLIAM OWENS
Richard Eric Pettway
KEVIN REILLY KANE
MARIANN PAULY MCDERMOTT
DOUGLAS MARK BOSCHERT
LOUIS RICHARD ROEDERSHEIMER
JOSEPH SALVATORE BONO
MICHAEL EDWARD SCHROER
BRAD NICHOLAS ZOLTAK
MICHAEL JON STREITMARTER
Patrick J Martinak
Kora Jefferis
CURTIS JOHN LUDWICK
ANDY ENG
PAULA JAN ABBOTT
Tyler James Verst
MEGHAN ELIZABETH MULLIKIN
Randolph J. Chavez
Pashence Ann Barrera
Tyler Michael Malay
Michael Justin Wilhelm
ADAM PETER LISOWSKY
STEPHEN ANDREW WENSTRUP
CARY SCOTT KORNICK
James J Joo
MICHELLE ANN FROMMEYER
SCOTT J REYNOLDS
Ashlyn Grace Clark
RAY LEE LANEY
ETHAN ALLEN COX
PATRICK EDWARD O'CONNOR
EDWARD ALLEN MAYNARD
Brandi Rae Kohlsmith
Richard Anthony Kohl
Andrew Wayne Tate
JOHN J TERLAU
JEREME SEBASTIAN RANSICK
LUKE THOMAS MERRY
DANIEL ROBERT LEUGERS
KEVIN M TIERNEY
JENNY LEE EVERMAN
BRIAN DAVID CASSIN

Within 25 miles of Newport, KY, Best Investors lists 295 registered investment advisory firms with 837 offices nearby, managing about $17.5T in combined regulatory AUM across 3,112,412 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 Newport

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM