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Best financial advisors in Union, KY

Registered advisers within 25 miles of Union, KY.

Offices
408
Firms
169
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,775,729 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

LLOYD FINANCIAL GROUP LLC
EDWARD JONES
VALIC FINANCIAL ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVISOR SHARE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
INDEPENDENT FINANCIAL PARTNERS
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
EQUITABLE ADVISORS, LLC
SPC
SILVER OAK SECURITIES, INCORPORATED
FORTRESS FINANCIAL PARTNERS

Investors

LUCAS CONNER LLOYD
Patricia Ann King
NATHAN ERIC ROGERS
DAVID KEITH SPINDLE
Robert S Bullock
Michael Young
Kelly Meyers Malatesta
JESSICA L. LUCAS
Jason Bryce Calvert
Scott Lee D'Amico
ROBERT PAUL BOSWELL
STEPHEN SCOTT HARPER
Bradley A Shipe
Corissa Otten
EMILY KATHLEEN MCGUIRE
ALAN KONCAL
JOHN DAVID FRUIN
KEVIN BLAINE WIDENER
STEVEN FRANCIS KNAPP
CRAIG ALLAN MIDDENDORF
RONALD TODD HARDEN
ROBERT CHEYENNE WALKER
BARRY STEPHEN MILLSON
RAMONA GAYLE RECHTIN
ERIK STEFFEN HOFFMAN
RYAN LOUIS PITTS
SCOTT C MANN
BRIAN DAVID MANN
SAM A ZEIBAK

Within 25 miles of Union, KY, Best Investors lists 169 registered investment advisory firms with 408 offices nearby, managing about $14.8T in combined regulatory AUM across 2,775,729 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 Union

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