AdvisorRanked

Best Financial Advisors in LOUISVILLE, Kentucky

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

42
Registered Firms
0.95%
Median Fee
of assets/year
$496M
Median AUM
42
Firms Listed
in our database

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Top Rated Established Verified42 firms shown

Top-Ranked Advisors in LOUISVILLE

Page 1 of 2 · 42 firms

#1
93

TODD ASSET MANAGEMENT LLC

LOUISVILLE, KY · Since 1998

$6.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
93

RIVER ROAD ASSET MANAGEMENT, LLC

LOUISVILLE, KY · Since 2005

$9.9B AUM22 clientsFee: 0%
FiduciaryFee-Only
#3
89

PARTHENON LLC

LOUISVILLE, KY · Since 1999

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
89

WAYCROSS PARTNERS, LLC

LOUISVILLE, KY · Since 2015

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#5
86

MAGNATE ADVISORY SERVICES, LLC

LOUISVILLE, KY · Since 2020

$314M AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
85

RICKETTS FINANCIAL, LLC

LOUISVILLE, KY · Since 2020

$314M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
85

FAMILY WEALTH PLANNING PARTNERS

LOUISVILLE, KY · Since 2022

$317M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
85

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

LOUISVILLE, KY · Since 2023

$484M AUM5 clientsFee: 0%
FiduciaryFee-Only
#9
84

ADVANTAGE INVESTMENT MANAGEMENT

LOUISVILLE, KY · Since 2022

$215M AUM5 clientsFee: 0%
FiduciaryFee-Only
#10
84

DYNAMIC MARKET ADVANTAGE, LLC

LOUISVILLE, KY · Since 2022

$362M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
84

GUIDANCE CAPITAL, INC.

LOUISVILLE, KY · Since 2022

$450M AUM7 clientsFee: 0%
FiduciaryFee-Only
#12
83

DMLO WEALTH PLANNING, LLC

LOUISVILLE, KY · Since 2023

$30M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
83

CHURCHILL FINANCIAL ADVISORS, LLC

LOUISVILLE, KY · Since 2025

$523M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
83

VF ADVISORS, LLC

LOUISVILLE, KY · Since 2025

$150M AUM6 clientsFee: 0%
FiduciaryFee-Only
#15
81

STEGNER INVESTMENT ASSOCIATES INC

LOUISVILLE, KY · Since 1994

$2.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
81

CULLINAN ASSOCIATES, INC.

LOUISVILLE, KY · Since 1990

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#17
80

ATLAS BROWN

LOUISVILLE, KY · Since 2004

$605M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
79

CENTERLINE WEALTH ADVISORS, LLC

LOUISVILLE, KY · Since 2012

$326M AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
78

PILLAR FINANCIAL ADVISORS, LLC

LOUISVILLE, KY · Since 2015

$358M AUM4 clientsFee: 0%
FiduciaryFee-Only
#20
78

WEALTHMD CORPORATION

LOUISVILLE, KY · Since 2014

$251M AUM1 clientsFee: 0%
FiduciaryFee-Only
#21
78

STRATEGIC WEALTH INVESTMENT GROUP, LLC

LOUISVILLE, KY · Since 2019

$1.4B AUM41 clientsFee: 0%
FiduciaryFee-Only
#22
78

RAMSEY QUANTITATIVE SYSTEMS, INC.

LOUISVILLE, KY · Since 2015

$691M AUM8 clientsFee: 0%
FiduciaryFee-Only
#23
78

SALING WEALTH ADVISORS

LOUISVILLE, KY · Since 2016

$618M AUM9 clientsFee: 0%
FiduciaryFee-Only
#24
78

RELIANT WEALTH PLANNING, LLC

LOUISVILLE, KY · Since 2017

$595M AUM6 clientsFee: 0%
FiduciaryFee-Only
#25
77

LANIER ASSET MANAGEMENT, LLC

LOUISVILLE, KY · Since 2016

$142M AUM1 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in LOUISVILLE?

The median advisory fee in LOUISVILLE, KY is 0.95% of assets under management per year, based on Form ADV filings from 42 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.