Top financial advisors in Owensboro, KY
We’ve curated a list of the best financial advisors in Owensboro, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$56,594,327
Number of advisors
3 advisors
| $56,594,327 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Owensboro, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Owensboro. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Rivercities Asset Management, LLC
RiverCities Asset Management, LLC, located in Owensboro, KY, is represented by Phillip Harrison Price, a Certified Public Accountant (CPA) licensed in Kentucky since 2014. Price holds a Bachelors of Accounting from Kentucky Wesleyan College and has experience in public accounting. He is a Registered Investment Advisor in Kentucky and Indiana. Price's primary role is as a CPA at Riney Hancock CPAs PSC, dedicating 80% of his time to the accounting firm and 20% to RiverCities Asset Management. Clients are not obligated to use both services. Price receives standard compensation as an employee of Riney Hancock, with no bonuses or referral fees related to client acquisition for RiverCities Asset Management. Greg Moore supervises Price and other staff, ensuring compliance with internal controls. Price has no disclosed disciplinary events, arbitration liabilities, civil or administrative findings, or bankruptcy petitions. Clients can access further information on Price and RiverCities Asset Management on the SEC's website.
$56,594,327 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Owensboro, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Owensboro. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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