Financial advisers in Louisville, KY
43 registered investment adviser firms in Louisville managing $43.8B in assets, based on public SEC Form ADV filings.
River Road Asset Management, LLC
Louisville, KY · Est. 2005
- 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
Pnc Real Estate
Louisville, KY · Est. 2014
- AUM
- $3.6B
- Per adviser
- $19M
- Advisers
- 186
No reported disclosures
Stegner Investment Associates INC
Louisville, KY · Est. 1994
- AUM
- $2.8B
- Per adviser
- $554M
- Advisers
- 5
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
- 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
Castellan
Louisville, KY · Est. 2020
- AUM
- $882M
- Per adviser
- $221M
- Advisers
- 4
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
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
Retirement Planning Solutions, LLC
Louisville, KY · Est. 2020
- AUM
- $467M
- Per adviser
- $58M
- Advisers
- 8
No reported disclosures
Guidance Capital, INC.
Louisville, KY · Est. 2022
- AUM
- $450M
- Per adviser
- $64M
- Advisers
- 7
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
J. Hagan Capital, INC.
Louisville, KY · Est. 2021
- AUM
- $342M
- Per adviser
- $34M
- Advisers
- 10
Centerline Wealth Advisors, LLC
Louisville, KY · Est. 2012
- AUM
- $326M
- Per adviser
- $82M
- Advisers
- 4
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
Winebrenner Capital Management LLC
Louisville, KY · Est. 2019
- AUM
- $260M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Wealthmd Corporation
Louisville, KY · Est. 2014
- AUM
- $251M
- Per adviser
- $251M
- Advisers
- 1
No reported disclosures
Advantage Investment Management
Louisville, KY · Est. 2022
- AUM
- $215M
- Per adviser
- $43M
- 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
Lanier Asset Management, LLC
Louisville, KY · Est. 2016
- AUM
- $142M
- Per adviser
- $142M
- Advisers
- 1
No reported disclosures
Mercurio Wealth Advisors
Louisville, KY · Est. 2021
- AUM
- $141M
- Per adviser
- $47M
- Advisers
- 3
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
Dmlo Wealth Planning, LLC
Louisville, KY · Est. 2023
- AUM
- $30M
- Per adviser
- $6M
- Advisers
- 5
No reported disclosures