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Best financial advisors in Verona, KY

Registered advisers within 25 miles of Verona, KY.

Offices
279
Firms
124
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,679,948 clients when Item 5C has a number
Avg / client
$5.07M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
LLOYD FINANCIAL GROUP LLC
LPL FINANCIAL LLC
EDWARD JONES
VALIC FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
RFG ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ADVISOR SHARE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
PNC WEALTH MANAGEMENT LLC

Investors

DAVID KEITH SPINDLE
Robert S Bullock
Michael Young
Kelly Meyers Malatesta
JESSICA L. LUCAS
LUCAS CONNER LLOYD
James Michael Smith
Carl Campbell
Patricia Ann King
NATHAN ERIC ROGERS
JOHN LEWIS HOFFMAN
JOEL ALFRED BERGANTINO
Scott Lee D'Amico
ROBERT PAUL BOSWELL
Austin Stewart Lay
WILLIAM DAVID SMITH
JAMES DANIEL KEITH
CAROLYN THOMAS THOMPSON
SAM A ZEIBAK
Jason Bryce Calvert
STEPHEN SCOTT HARPER
Bradley A Shipe
Corissa Otten
CRAIG ALLAN MIDDENDORF
JOHN DAVID FRUIN
KEVIN BLAINE WIDENER
STEVEN FRANCIS KNAPP
ALAN KONCAL

Within 25 miles of Verona, KY, Best Investors lists 124 registered investment advisory firms with 279 offices nearby, managing about $13.6T in combined regulatory AUM across 2,679,948 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 Verona

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