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

Top-Ranked Advisors in LOUISVILLE

#1
100

PARTHENON LLC

LOUISVILLE, KY · Since 1999

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100

TODD ASSET MANAGEMENT LLC

LOUISVILLE, KY · Since 1998

$6.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
100

RIVER ROAD ASSET MANAGEMENT, LLC

LOUISVILLE, KY · Since 2005

$9.9B AUM22 clientsFee: 0%
FiduciaryFee-Only
#4
100

ADVANTAGE INVESTMENT MANAGEMENT

LOUISVILLE, KY · Since 2022

$215M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
100

WAYCROSS PARTNERS, LLC

LOUISVILLE, KY · Since 2015

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
100

MAGNATE ADVISORY SERVICES, LLC

LOUISVILLE, KY · Since 2020

$314M AUM7 clientsFee: 0%
FiduciaryFee-Only
#7
100

RICKETTS FINANCIAL, LLC

LOUISVILLE, KY · Since 2020

$314M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
100

DMLO WEALTH PLANNING, LLC

LOUISVILLE, KY · Since 2023

$30M AUM5 clientsFee: 0%
FiduciaryFee-Only
#9
100

DYNAMIC MARKET ADVANTAGE, LLC

LOUISVILLE, KY · Since 2022

$362M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
100

GUIDANCE CAPITAL, INC.

LOUISVILLE, KY · Since 2022

$450M AUM7 clientsFee: 0%
FiduciaryFee-Only
#11
100

FAMILY WEALTH PLANNING PARTNERS

LOUISVILLE, KY · Since 2022

$317M AUM5 clientsFee: 0%
FiduciaryFee-Only
#12
100

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

LOUISVILLE, KY · Since 2023

$484M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
100

CHURCHILL FINANCIAL ADVISORS, LLC

LOUISVILLE, KY · Since 2025

$523M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
100

VF ADVISORS, LLC

LOUISVILLE, KY · Since 2025

$150M AUM6 clientsFee: 0%
FiduciaryFee-Only
#15
95

STEGNER INVESTMENT ASSOCIATES INC

LOUISVILLE, KY · Since 1994

$2.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
95

CULLINAN ASSOCIATES, INC.

LOUISVILLE, KY · Since 1990

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#17
95

PRIVATE CLIENT SERVICES, LLC

LOUISVILLE, KY · Since 2010

$1.4B AUM50 clientsFee: 0%
Broker-Dealer
#18
95

PILLAR FINANCIAL ADVISORS, LLC

LOUISVILLE, KY · Since 2015

$358M AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
95

ATLAS BROWN

LOUISVILLE, KY · Since 2004

$605M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
95

WEALTHMD CORPORATION

LOUISVILLE, KY · Since 2014

$251M AUM1 clientsFee: 0%
FiduciaryFee-Only
#21
95

LANIER ASSET MANAGEMENT, LLC

LOUISVILLE, KY · Since 2016

$142M AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
95

WINEBRENNER CAPITAL MANAGEMENT LLC

LOUISVILLE, KY · Since 2019

$260M AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
95

CENTERLINE WEALTH ADVISORS, LLC

LOUISVILLE, KY · Since 2012

$326M AUM4 clientsFee: 0%
FiduciaryFee-Only
#24
95

STRATEGIC WEALTH INVESTMENT GROUP, LLC

LOUISVILLE, KY · Since 2019

$1.4B AUM41 clientsFee: 0%
FiduciaryFee-Only
#25
95

J. HAGAN CAPITAL, INC.

LOUISVILLE, KY · Since 2021

$342M AUM10 clientsFee: 0%
FiduciaryFee-Only
#26
95

GRAETER WEALTH ADVISORS, LLC

LOUISVILLE, KY · Since 2026

$105M AUM3 clientsFee: 0%
FiduciaryFee-Only
#27
95

RAMSEY QUANTITATIVE SYSTEMS, INC.

LOUISVILLE, KY · Since 2015

$691M AUM8 clientsFee: 0%
FiduciaryFee-Only
#28
95

SALING WEALTH ADVISORS

LOUISVILLE, KY · Since 2016

$618M AUM9 clientsFee: 0%
FiduciaryFee-Only
#29
95

MERCURIO WEALTH ADVISORS

LOUISVILLE, KY · Since 2021

$141M AUM3 clientsFee: 0%
FiduciaryFee-Only
#30
95

RELIANT WEALTH PLANNING, LLC

LOUISVILLE, KY · Since 2017

$595M AUM6 clientsFee: 0%
FiduciaryFee-Only
#31
95

CASTELLAN

LOUISVILLE, KY · Since 2020

$882M AUM4 clientsFee: 0%
FiduciaryFee-Only
#32
95

RETIREMENT PLANNING SOLUTIONS, LLC

LOUISVILLE, KY · Since 2020

$467M AUM8 clientsFee: 0%
FiduciaryFee-Only
#33
95

BARLOW WEALTH PARTNERS, LLC

LOUISVILLE, KY · Since 2023

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#34
95

ACCESS REAL ESTATE, LLC

LOUISVILLE, KY · Since 2026

$63M AUM1 clientsFee: 0%
FiduciaryFee-Only
#35
95

ACCESS WEALTH MANAGEMENT, LLC

LOUISVILLE, KY · Since 2026

$358M AUM3 clientsFee: 0%
FiduciaryFee-Only
#36
95

WAYCROSS GP, LLC

LOUISVILLE, KY · Since 2026

$156M AUM7 clientsFee: 0%
FiduciaryFee-Only
#37
92

KPP ADVISORY SERVICES LLC

LOUISVILLE, KY · Since 2017

$1.2B AUM26 clientsFee: 0%
FiduciaryFee-Only
#38
90

PNC REAL ESTATE

LOUISVILLE, KY · Since 2014

$3.6B AUM186 clientsFee: 0%
FiduciaryFee-Only
#39
87

HARVEY INVESTMENT COMPANY, LLC

LOUISVILLE, KY · Since 2000

$1.0B AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#40
85

ARISTIDES CAPITAL LLC

LOUISVILLE, KY · Since 2020

$541M AUM8 clientsFee: 0%
FiduciaryFee-Only
#41
82

ALEXANDER INVESTMENT SERVICES CO.

LOUISVILLE, KY · Since 1974

$496M AUM10 clientsFee: 0%
Broker-Dealer1 complaint
#42
77

FIRST KENTUCKY SECURITIES CORP

LOUISVILLE, KY · Since 2007

$566M AUM16 clientsFee: 0%
Broker-Dealer1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.