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Best financial advisors in Richmond, KY

Registered advisers within 25 miles of Richmond, KY.

Offices
220
Firms
95
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.99M
2,992,058 clients when Item 5C has a number
Avg / client
$3.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
FIFTH THIRD SECURITIES, INC.

Investors

Derek F Stivers
Russell C. McAlister
Jeremiah McAlister
Jonathan Michael Clark
JOSEPH PHILLIP ROBERTS
ROBERT JOSEPH ROBERTS
Ethan Q Taylor
Joshua Arthur
Justin Timothy Moore
Rachel Hooker
Sarah Michelle Spurlock
Connor Josephson
JAMIE ALAN LITTLE
Lucas B. Meadors
Justin C. Priode
GEORGE NELSON RIDINGS
KRISTOFFER DOUGLAS ARNOLD
MARK DENNIS VANLEEUWEN
Rickie Dee Miller
Kenneth Chad Tindall
Allison P Shaffer
JERRY ALAN GOBLE
Sean Michael Click
Dawn Thompson
William Kevin Shaffer
Christopher Owen Menser
Amber Middleton
Dennis Chris Gilbert
David C Johns
LeTicia Williams-Preacely
Roy Stephen Gross
LIBBY JOANN SLUSHER

Within 25 miles of Richmond, KY, Best Investors lists 95 registered investment advisory firms with 220 offices nearby, managing about $11.6T in combined regulatory AUM across 2,992,058 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 Richmond

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM