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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

HARVEST FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
EUKLES ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
NAVIAN ASSET MANAGEMENT, LLC
PROSPERA FINANCIAL SERVICES, INC.
QUEEN CITY CAPITAL MANAGEMENT, LLC
BAHL & GAYNOR LLC
SOUDERS FINANCIAL ADVISORS, LLC
BARTLETT & CO. WEALTH MANAGEMENT LLC
TIMBER BAY PARTNERS, LLC
1919 INVESTMENT COUNSEL, LLC

Investors

BRUCE MASON
MARC ERLE HENN
MICHELE SUZANNE SCHUMACHER
JOSEPH FRANCIS MORETTI
Blake Steven Bir
BRENT DANIEL GROSS
THOMAS CHARLES PURCELL
LARRY TODD WEBER
BELINDA JANE SHERMAN
Virginia Ann Copley
Christopher Brison
BRIAN LAWRENCE LYSAGHT
PATRICK CHRISTOPHER LYSAGHT
STEVEN RANDOLPH JUNG
CASEY JAMES LYSAGHT
Helen Gerson
Lucas James Bell
Julie Anne Leppo
Andrew Bennett Hilton
John Connor LaFavre
Ronald Edward Brickman
Christine Diane Schaub
Trisha Ann Merk
BRADEN VINCENT BEALS
TARA DANIELLE YORK
Ian Wilson
STEPHEN R CRONE
Ricki Joseph Wilson
JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES
Charles Lossie Rowland
ELEANOR KIRBY MOFFAT
SCOTT DAVIS RODES
THOMAS KNIGHT MACEY
Winfield Roy Geiger
RYAN PAT BONAVENTURA
DANIEL EDWARD SOUDERS
BRIAN PATRICK SCHWEDER
DAVID FRANCIS TREFT
BRIAN PATRICK GIESTING
PAUL FERRIS SOLOMON
MATTHEW LUKE BERNING
Michael Treft
MICHAEL ANTHONY SOUDERS
PHILIP STEVEN SCOTT
Catherine C Zaino
Jonathan Finkler
Aaron Balch
ALIYA LINDSAY RIDDLE
TIMOTHY ANDREW BACK
Gina Palazzo Slayton
Catherine Lillian Crawford
Brian Michael Walker
Andrew D Holthaus
Keith Eugene Dershem
Justin Matthew Ellis
BRIAN FRANCIS ANTENUCCI
JASON MARTIN KATZ
DAVID PHILIP FRANCIS
CRAIG M SAREMBOCK
KYLE WILLIAM POHLMAN
CHRISTOPHER DOUGLAS ROBBINS
LORI BETH POOLE
JAMES BRIAN HAGERTY
HOLLY HIRT MAZZOCCA
MICHAEL SAYERS CAMBRON
WOODROW HUNTER UIBLE
KENNETH LAWRENCE SCHLACHTER
RONALD TIMOTHY BATES

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