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Best financial advisors in Walton, KY

Registered advisers within 25 miles of Walton, KY.

Offices
409
Firms
170
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,782,390 clients when Item 5C has a number
Avg / client
$5.31M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

DAVID KEITH SPINDLE
Robert S Bullock
Michael Young
Kelly Meyers Malatesta
JESSICA L. LUCAS
JOHN LEWIS HOFFMAN
JOEL ALFRED BERGANTINO
LUCAS CONNER LLOYD
Austin Stewart Lay
Patricia Ann King
NATHAN ERIC ROGERS
SAM A ZEIBAK
Scott Lee D'Amico
ROBERT PAUL BOSWELL
CRAIG ALLAN MIDDENDORF
STEPHEN SCOTT HARPER
Bradley A Shipe
Corissa Otten
JOHN DAVID FRUIN
KEVIN BLAINE WIDENER
STEVEN FRANCIS KNAPP
Jason Bryce Calvert
RANDOLPH EARL RAILEY
ERIK STEFFEN HOFFMAN
RYAN LOUIS PITTS
SCOTT C MANN
BRIAN DAVID MANN
ALAN KONCAL

Within 25 miles of Walton, KY, Best Investors lists 170 registered investment advisory firms with 409 offices nearby, managing about $14.8T in combined regulatory AUM across 2,782,390 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 Walton

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