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Best financial advisors in Wilmore, KY

Registered advisers within 25 miles of Wilmore, KY.

Offices
237
Firms
95
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.96M
2,956,373 clients when Item 5C has a number
Avg / client
$3.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.
AMERIPRISE FINANCIAL SERVICES, LLC
FWG INVESTMENTS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Daniel B Van Horn
STEPHEN MICHAEL PAGE
LeTicia Williams-Preacely
Roy Stephen Gross
LIBBY JOANN SLUSHER
WILLIAM JAMES SEALEY
RANDALL LEE CHEWNING
JAMES STEPHEN BOYD
James Duncan McGary
Matthew Vaughn Roth
Alexander S Brown
Charity Sirkle Reed
Kacey J Gross
CHRISTOPHER BRIAN EDNEY
Camden Miracle
CHARLES KELLY BUCKLEY
MICHAEL EDWARD CAYSE
GERALDINE GORDON
THEODORE SCOTT BERGSTROM
TINA DENISE CULP
Jared Paul Long
Andrew J Woerner
CHARLES ALLEN GOLDIE
Perry Stewart Dressler
MICHAEL JAMES BROWNELL
ROBERT LAWSON
BRITTANY BRYANT LAWSON
Jordan Robert Dongell
Jayme Andrew Dalzell

Within 25 miles of Wilmore, KY, Best Investors lists 95 registered investment advisory firms with 237 offices nearby, managing about $11.5T in combined regulatory AUM across 2,956,373 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 Wilmore

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM