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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

STATE FARM INVESTMENT MANAGEMENT CORP.
ALEXANDER INVESTMENT SERVICES CO.
USA FINANCIAL SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
CHURCHILL FINANCIAL ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
TONY WALKER FINANCIAL
J. HAGAN CAPITAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERCURIO WEALTH ADVISORS

Investors

LISA HARBOUR SAMS
Nathan Alan Carter
ROBERT ALLEN MEEK
JOHN M FRYMIRE
MICHAEL ANDREW HANLEIN
LEO ANDREW HANLEIN
JOHN BRADLEY STILLWAGON
GERALD ANDREW WELLS
Randy Dean Deaton
THOMAS FRANCIS HALLION
HENRY LAWRENCE HENSLEY
Shannon Cassidy Stoehr
ROBERT THOMAS CRAWFORD
GENA LEE GOODING
KELSEY LEIGH COOKSEY
SHANNON MOORE VITALE
MATTHEW TUCKER GARRETT
JAMES MCGINLEY JEFFERSON
Kyle Todd
Rebecca Curry Todd
Kristen Brooke Manco
ALESIA AMELIA MULLIS
JUSTIN TYLER FERGUSON
JACOB LEE ZOLLMAN
Evan Charles Coartney
Jonathan Wayne Coartney
BRIAN LEE ARENDS
ALEX LINDERMAN
Autumn N Wood
Julie R. Occhiato
Lindsay Rhodes
KELLY ELIZABETH GRAYBILL
Sarah Cattan
Terrance Tyler Seelow
ERIC ALEN BALDWIN
TERESA TOMPKINS APPELL
Michael Craig Lorenzen
John Joseph Moriarty
Roger Cox
Brian Matthew Edelen
Carl William Jurgens
Wesley Ryan Walker
Cameron Lee Wisley
Michael Joseph Ramser
JONATHAN HAGAN HICKS
Mathew Alan Koole
Marion Dale Doucet
JEFFREY DEAN BELLUCCI
LAURA LYNN YOUNG
KEVIN WAYNE BLACK
JONATHAN WATSON LINTNER
JOHN WELDON SMITH
CARLTON DEREK HEAD
ERIC W HEICK
Cheryl Annette Burress
JONATHAN ROBERT LITMER
Amanda Faye Caffee
Zachary T Bebout
Jonathan David Carroll
TODD CHRISTIAN O'NEIL
CARL WILLIAM HEICK
DEBRA ELLEN DAVIDSON
Micayla Lynn Murphy
MICHAEL D BUSH
Matthew Zane Hamby
Michael Anthony Lionetti
WILLIAM DAVID YANCEY
JOSEPH ALOYSIUS GOTTBRATH
DONALD ALAN MERCURIO
Ashley Rose Schneider
TROY WAYNE BOLTON

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