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Market Standing · 2026

Financial advisory firms in Bowling Green

This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.

Current standings · top 7 of 7
1
Trella Wealth
CRD 315090
IA-only$19.2M91A—
2IA-only$4M90.6A—
3IA-only$3.5M89.5A—
4IA-only$57.9M86.1B+—
5IA-only—80.8B+—
6IA-only—77.5B—
7IA-only$374M77.3B—

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Bowling Green

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    PHILIP LYNN GIBBS
    TRELLA WEALTH · Bowling Green, KY
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