Kentucky · 3 advisers
Financial Advisors in Bowling Green, Kentucky
Looking for a financial advisor in Bowling Green, Kentucky? Falists indexes 3 SEC-registered and state-registered investment advisers in Bowling Green — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $373.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$373.7M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bowling Green
Ranked by AUM · Fees, team & specialties at a glance
TONY WALKER FINANCIAL
Bowling Green, KY
AUM
$373.7M
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
270-843-9380
JOURNEY FINANCIAL MANAGEMENT, LLC
Bowling Green, KY
AUM
$57.9M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
270-883-1662
More cities in Kentucky
Common questions
- How many financial advisors are in Bowling Green, Kentucky?
- 3 registered investment advisers are listed in our Bowling Green directory, sourced from public SEC filings.
- What types of advisors are in Bowling Green?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Bowling Green?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.