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Best financial advisors in Parkway Village, KY

Registered advisers within 25 miles of Parkway Village, KY.

Offices
433
Firms
160
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,078,158 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

J. HAGAN CAPITAL, INC.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
STIFEL INDEPENDENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
PAGE FINANCIAL SERVICES, LLC
GENEOS WEALTH MANAGEMENT, INC.
INDEPENDENT FINANCIAL PARTNERS

Investors

Cameron Lee Wisley
Michael Joseph Ramser
JONATHAN HAGAN HICKS
Mathew Alan Koole
Marion Dale Doucet
David Paul Lobeck
PHYLLIS RAELYNN SPEARS
David Douglas Watkins
Kevin Neal Maynard
Kevin Michael Boehnlein
JONATHAN EARL GRAY
JOSEPH PHILLIPS
PHILIP DIECKHOFF
THOMAS MICHAEL SMITH
MICHAEL CARL GAUSS
Kenneth Gene Baize
GAIL MAUPIN SCHANK
CLAYTON EDWARD DENNY
Hannah Sutherland Hoskins
James Gray
William WESLEY Courtenay
Christian Stewart
PAUL THOMAS SAGUN
BETH ANN KITSON
KATHERYN DREXEL HIGGINS
WENDY LEE GONZALES DAVIS
Elizabeth Jean Trotter
Travis Logan Nicks
Leigh Anne Parker
Davis M Sims
Hannah E Matthews
RICHARD MARK PAGE
AUSTIN R JAMISON
ERIC H WINT
Xinyi Xia
JEREMY MONROE SICKLES

Within 25 miles of Parkway Village, KY, Best Investors lists 160 registered investment advisory firms with 433 offices nearby, managing about $13.5T in combined regulatory AUM across 3,078,158 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 Parkway Village

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