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Best financial advisors in Prospect, KY

Registered advisers within 25 miles of Prospect, KY.

Offices
453
Firms
167
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,078,835 clients when Item 5C has a number
Avg / client
$4.40M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
ACCESS REAL ESTATE, LLC
GRAETER WEALTH ADVISORS, LLC
ACCESS WEALTH MANAGEMENT, LLC
RICKETTS FINANCIAL, LLC
FIRST KENTUCKY SECURITIES CORP
FARNSLEY ADVISORS
BLUEGRASS FINANCIAL PLANNING, LLC
ADVISORY SERVICES NETWORK
IHT WEALTH MANAGEMENT LLC
BARTLETT & CO. WEALTH MANAGEMENT LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ONEASCENT FINANCIAL SERVICES LLC
J.P. MORGAN SECURITIES LLC
INVESTMENT ANSWERS
OSAIC WEALTH, INC.

Investors

ABIGAIL BOHNERT
JOSUE TLAMASICO
William Nathan Holladay
DREW JOSEPH GRAETER
SPENCER HARRIS GRAETER
DON CARLOS GRAETER
ANTHONY LAMBERT CHRISTENSEN
Brad William Hellman
CAITLIN Michelle ROSE
Christopher McCauley Ricketts
COLIN ELLIS CADY
JAMES STEVEN KIPER
MARY JANE JENNINGS
BRUCE C CORWIN
RYAN PATRICK O'CONNOR
TYLER DARRELL CURRENT
JACK AEROD MOSS
MICHAEL A HORLANDER
KIRSTEN V KRAMER
KEVIN PATRICK OCONNOR
James Borchard Metzger
CHARLES ROBERT FARNSLEY
David Padgett
ANDREW T SLOAN
ADAM MARTIN HECKMAN
PAUL BRENT SIMMONS
STEVEN TODD NAISER
KAILYN MICHAELE NEAT
COLE Alexander ROBERTS
TODD ANTHONY LOWERY
SUSAN H STACK
KAYLA C DEYER
Jacob Robert Pryor
DANIEL LOUIS HARDT
THOMAS WICKLIFFE GAINES
NIELS CHRISTIAN EWING
MICHAEL DAVID HART
Todd C. Davidson
Drew H. Lacey
Lindsay Rhodes
Calhan Shanks
RICHARD TRAVIS TERLAU
BRIAN ALAN HARTMAN
SAMUEL David HATFIELD
KRISTEN N VANHOOK

Within 25 miles of Prospect, KY, Best Investors lists 167 registered investment advisory firms with 453 offices nearby, managing about $13.6T in combined regulatory AUM across 3,078,835 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 Prospect

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