Registered investment advisers in Kentucky

AUM: $9.9B
Per adviser: $448M
Advisers: 22

No reported disclosures

Todd Asset Management LLC

Louisville, KY · Est. 1998

AUM: $6.2B
Per adviser: $1.0B
Advisers: 6

No reported disclosures

Meridian Wealth Management, LLC

Lexington, KY · Est. 2009

AUM: $5.0B
Per adviser: $84M
Advisers: 59

Mcf Advisors, LLC

Lexington, KY · Est. 2004

AUM: $4.7B
Per adviser: $156M
Advisers: 30

No reported disclosures

Middleground Capital

Lexington, KY · Est. 2018

AUM: $3.9B
Per adviser: $102M
Advisers: 38

No reported disclosures

Pnc Real Estate

Louisville, KY · Est. 2014

AUM: $3.6B
Per adviser: $19M
Advisers: 186

No reported disclosures

Renaissance Investment Management

Covington, KY · Est. 1995

AUM: $2.9B
Per adviser: $415M
Advisers: 7

No reported disclosures

Stegner Investment Associates INC

Louisville, KY · Est. 1994

AUM: $2.8B
Per adviser: $554M
Advisers: 5

No reported disclosures

Keystone Financial Group, LLC

Lexington, KY · Est. 2014

AUM: $2.3B
Per adviser: $71M
Advisers: 33

No reported disclosures

E. S. Barr & Company

Lexington, KY · Est. 1993

AUM: $2.2B
Per adviser: $740M
Advisers: 3

No reported disclosures

Journey Advisory Group, LLC

Covington, KY · Est. 2014

AUM: $1.7B
Per adviser: $110M
Advisers: 15

No reported disclosures

The Gleason Group, INC.

Prospect, KY · Est. 2015

AUM: $1.6B
Per adviser: $322M
Advisers: 5

No reported disclosures

Legacy Financial Advisors, INC.

Covington, KY · Est. 2011

AUM: $1.5B
Per adviser: $126M
Advisers: 12

No reported disclosures

Cullinan Associates, INC.

Louisville, KY · Est. 1990

AUM: $1.5B
Per adviser: $185M
Advisers: 8

No reported disclosures

Strategic Wealth Investment Group, LLC

Louisville, KY · Est. 2019

AUM: $1.4B
Per adviser: $34M
Advisers: 41

No reported disclosures

Private Client Services, LLC

Louisville, KY · Est. 2010

National

AUM: $1.4B
Per adviser: $28M
Advisers: 50

Barlow Wealth Partners, LLC

Louisville, KY · Est. 2023

AUM: $1.4B
Per adviser: $225M
Advisers: 6

No reported disclosures

Kpp Advisory Services LLC

Louisville, KY · Est. 2017

AUM: $1.2B
Per adviser: $48M
Advisers: 26

No reported disclosures

Parthenon LLC

Louisville, KY · Est. 1999

AUM: $1.2B
Per adviser: $244M
Advisers: 5

Waycross Partners, LLC

Louisville, KY · Est. 2015

AUM: $1.2B
Per adviser: $169M
Advisers: 7

No reported disclosures

Harvey Investment Company, LLC

Louisville, KY · Est. 2000

AUM: $1.0B
Per adviser: $257M
Advisers: 4

No reported disclosures

Dupree & Company, INC.

Lexington, KY · Est. 1977

AUM: $888M
Per adviser: $222M
Advisers: 4

No reported disclosures

Castellan

Louisville, KY · Est. 2020

AUM: $882M
Per adviser: $221M
Advisers: 4

No reported disclosures

Asio Capital LLC

Lexington, KY · Est. 2018

AUM: $805M
Per adviser: $134M
Advisers: 6

No reported disclosures

Spectrum Financial Alliance, Ltd., L.L.C.

Nicholasville, KY · Est. 2014

AUM: $801M
Per adviser: $267M
Advisers: 3

No reported disclosures

Ballast, INC.

Lexington, KY · Est. 2014

AUM: $752M
Per adviser: $94M
Advisers: 8

No reported disclosures

Ramsey Quantitative Systems, INC.

Louisville, KY · Est. 2015

AUM: $691M
Per adviser: $86M
Advisers: 8

No reported disclosures

Saling Wealth Advisors

Louisville, KY · Est. 2016

AUM: $618M
Per adviser: $69M
Advisers: 9

No reported disclosures

Atlas Brown

Louisville, KY · Est. 2004

AUM: $605M
Per adviser: $101M
Advisers: 6

No reported disclosures

Reliant Wealth Planning, LLC

Louisville, KY · Est. 2017

AUM: $595M
Per adviser: $99M
Advisers: 6

No reported disclosures

First Kentucky Securities Corp

Louisville, KY · Est. 2007

AUM: $566M
Per adviser: $35M
Advisers: 16

No reported disclosures

Van Leeuwen Retirement & Investment Services

Richmond, KY · Est. 2017

AUM: $559M
Per adviser: $280M
Advisers: 2

No reported disclosures

Aristides Capital LLC

Louisville, KY · Est. 2020

AUM: $541M
Per adviser: $68M
Advisers: 8

No reported disclosures

Churchill Financial Advisors, LLC

Louisville, KY · Est. 2025

AUM: $523M
Per adviser: $174M
Advisers: 3

No reported disclosures

Alexander Investment Services Co.

Louisville, KY · Est. 1974

AUM: $496M
Per adviser: $50M
Advisers: 10

No reported disclosures

Legacy Financial Independent Advisors LLC

Louisville, KY · Est. 2023

AUM: $484M
Per adviser: $97M
Advisers: 5

No reported disclosures

Joule Financial, LLC

Lexington, KY · Est. 2022

AUM: $479M
Per adviser: $80M
Advisers: 6

No reported disclosures

Retirement Planning Solutions, LLC

Louisville, KY · Est. 2020

AUM: $467M
Per adviser: $58M
Advisers: 8

No reported disclosures

Alpha Financial Partners LLC

Lexington, KY · Est. 2020

AUM: $460M
Per adviser: $92M
Advisers: 5

No reported disclosures

Owen Larue Financial Group

Elizabethtown, KY · Est. 2017

AUM: $459M
Per adviser: $115M
Advisers: 4

No reported disclosures

Paragon Private Wealth Management LLC

Lexington, KY · Est. 2021

AUM: $458M
Per adviser: $229M
Advisers: 2

No reported disclosures

Guidance Capital, INC.

Louisville, KY · Est. 2022

AUM: $450M
Per adviser: $64M
Advisers: 7

No reported disclosures

Altus Wealth Management, LLC

Ft. Mitchell, KY · Est. 2014

AUM: $405M
Per adviser: $81M
Advisers: 5

No reported disclosures

Dupree Financial Group, LLC

Lexington, KY · Est. 2010

AUM: $404M
Per adviser: $67M
Advisers: 6

No reported disclosures

Tony Walker Financial

Bowling Green, KY · Est. 2021

AUM: $374M
Per adviser: $93M
Advisers: 4

No reported disclosures

Dynamic Market Advantage, LLC

Louisville, KY · Est. 2022

AUM: $362M
Per adviser: $121M
Advisers: 3

No reported disclosures

Pillar Financial Advisors, LLC

Louisville, KY · Est. 2015

AUM: $358M
Per adviser: $89M
Advisers: 4

No reported disclosures

Access Wealth Management, LLC

Louisville, KY · Est. 2026

AUM: $358M
Per adviser: $119M
Advisers: 3

No reported disclosures

Fwg Investments, LLC

Lexington, KY · Est. 2018

AUM: $349M
Per adviser: $35M
Advisers: 10

No reported disclosures

J. Hagan Capital, INC.

Louisville, KY · Est. 2021

AUM: $342M
Per adviser: $34M
Advisers: 10

Moneywatch Advisors, INC.

Lexington, KY · Est. 1986

AUM: $330M
Per adviser: $110M
Advisers: 3

No reported disclosures

Centerline Wealth Advisors, LLC

Louisville, KY · Est. 2012

AUM: $326M
Per adviser: $82M
Advisers: 4

No reported disclosures

Investments & Financial Planning, LLC

Lexington, KY · Est. 2020

AUM: $319M
Per adviser: $159M
Advisers: 2

No reported disclosures

Family Wealth Planning Partners

Louisville, KY · Est. 2022

AUM: $317M
Per adviser: $63M
Advisers: 5

No reported disclosures

Magnate Advisory Services, LLC

Louisville, KY · Est. 2020

AUM: $314M
Per adviser: $45M
Advisers: 7

No reported disclosures

Ricketts Financial, LLC

Louisville, KY · Est. 2020

AUM: $314M
Per adviser: $314M
Advisers: 1

No reported disclosures

Lockshield Partners, INC.

Glasgow, KY · Est. 2019

AUM: $291M
Per adviser: $73M
Advisers: 4

No reported disclosures

Russell Capital Management, LLC

Lexington, KY · Est. 1999

AUM: $275M
Per adviser: $69M
Advisers: 4

No reported disclosures

Demeter Tactical Investments Corp.

Prospect, KY · Est. 2024

AUM: $265M
Per adviser: $88M
Advisers: 3

No reported disclosures

Wallace Hart Capital Management

Lexington, KY · Est. 2017

AUM: $264M
Per adviser: $88M
Advisers: 3

No reported disclosures

Winebrenner Capital Management LLC

Louisville, KY · Est. 2019

AUM: $260M
Per adviser: $52M
Advisers: 5

No reported disclosures

Principled Wealth Advisors, LLC

Covington, KY · Est. 2026

AUM: $252M
Per adviser: $126M
Advisers: 2

No reported disclosures

Wealthmd Corporation

Louisville, KY · Est. 2014

AUM: $251M
Per adviser: $251M
Advisers: 1

No reported disclosures

Jennings & Associates Financial Advisors, LLC

Paducah, KY · Est. 2023

AUM: $240M
Per adviser: $48M
Advisers: 5

No reported disclosures

Blvd Private Wealth, LLC

Prospect, KY · Est. 2022

AUM: $220M
Per adviser: $73M
Advisers: 3

No reported disclosures

Advantage Investment Management

Louisville, KY · Est. 2022

AUM: $215M
Per adviser: $43M
Advisers: 5

No reported disclosures

Itrust Asset Management, LLC

Lexington, KY · Est. 2019

AUM: $212M
Per adviser: $71M
Advisers: 3

No reported disclosures

Lfg Wealth Partners, LLC

Elizabethtown, KY · Est. 2024

AUM: $191M
Per adviser: $27M
Advisers: 7

No reported disclosures

Wealth Management Of The Bluegrass, LLC.

Lexington, KY · Est. 2023

AUM: $187M
Per adviser: $93M
Advisers: 2

No reported disclosures

Research & Portfolio Management

Crescent Springs, KY · Est. 2021

AUM: $161M
Per adviser: $54M
Advisers: 3

No reported disclosures

Invest INC.

Lexington, KY · Est. 2022

AUM: $159M
Per adviser: $32M
Advisers: 5

No reported disclosures

Waycross Gp, LLC

Louisville, KY · Est. 2026

AUM: $156M
Per adviser: $22M
Advisers: 7

No reported disclosures

Vf Advisors, LLC

Louisville, KY · Est. 2025

AUM: $150M
Per adviser: $25M
Advisers: 6

No reported disclosures

Townsend Financial Planning

Mt. Sterling, KY · Est. 2024

AUM: $148M
Per adviser: $49M
Advisers: 3

No reported disclosures

The Prosperity People

Bellevue, KY · Est. 2022

AUM: $147M
Per adviser: $37M
Advisers: 4

Lanier Asset Management, LLC

Louisville, KY · Est. 2016

AUM: $142M
Per adviser: $142M
Advisers: 1

No reported disclosures

Equity Advisors Of Kentucky INC

Lexington, KY · Est. 2018

AUM: $142M
Per adviser: $47M
Advisers: 3

No reported disclosures

Mercurio Wealth Advisors

Louisville, KY · Est. 2021

AUM: $141M
Per adviser: $47M
Advisers: 3

No reported disclosures

Q2 Wealth Management

Lexington, KY · Est. 2025

AUM: $123M
Per adviser: $41M
Advisers: 3

No reported disclosures

Abri LLC

Lexington, KY · Est. 2026

AUM: $114M
Per adviser: $14M
Advisers: 8

No reported disclosures

Graeter Wealth Advisors, LLC

Louisville, KY · Est. 2026

AUM: $105M
Per adviser: $35M
Advisers: 3

No reported disclosures

Access Real Estate, LLC

Louisville, KY · Est. 2026

AUM: $63M
Per adviser: $63M
Advisers: 1

No reported disclosures

Hafele Investments

Louisville, KY · Est. 2026

AUM: $58M
Per adviser: $19M
Advisers: 3

No reported disclosures

Connetic Ventures

Covington, KY · Est. 2024

AUM: $41M
Per adviser: $10M
Advisers: 4

No reported disclosures

Dmlo Wealth Planning, LLC

Louisville, KY · Est. 2023

AUM: $30M
Per adviser: $6M
Advisers: 5

No reported disclosures

Off Camber Creative LLC

Prospect, KY · Est. 2023