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Best financial advisors in Shepherdsville, KY

Registered advisers within 25 miles of Shepherdsville, KY.

Offices
418
Firms
161
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,075,793 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WESBANCO SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PAGE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Jason Brumley
Daniel Lee Sargent
Mark Philpott
DAVID ALAN REYNOLDS
Derek Lee Decker
RYAN ALAN BAKER
ANDREW TRAVIS EURTON
KURT ROSS OPELLA
Kristen Lane Hammack
RICHARD MARK PAGE
MATTHEW JOSEPH MILLER
ASHLEY NICOLE FELTS
MICHAEL TROY COULTER
Stephen A. Cross
JOHN THOMAS COOPER
JEFFREY WRIGHT
Jaime L Sicairos
RONALD EDWARD MOSSER
Logan Walton Kalb
TERESA TOMPKINS APPELL
Paul H Hogan
WILLIAM KEVIN HAYDEN
Hannah Sutherland Hoskins
David Douglas Watkins
DENNIS CARLYLE FRANK
Joshua Paul Stewart

Within 25 miles of Shepherdsville, KY, Best Investors lists 161 registered investment advisory firms with 418 offices nearby, managing about $13.5T in combined regulatory AUM across 3,075,793 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 Shepherdsville

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