AdvisorRanked

Best Financial Advisors in Kentucky

85 SEC-registered advisory firms across 14 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

85
Registered Firms
14
Cities
0.95%
Median Fee
of assets/year
85
In Database
firms listed

Cities in Kentucky

LOUISVILLE, KY

42 firms
Median fee: 0.95%

LEXINGTON, KY

23 firms
Median fee: 0.95%

COVINGTON, KY

5 firms
Median fee: 0.95%

PROSPECT, KY

4 firms
Median fee: 0.95%

ELIZABETHTOWN, KY

2 firms
Median fee: 0.95%

Top-Ranked Firms in Kentucky

#1
100

RENAISSANCE INVESTMENT MANAGEMENT

COVINGTON, KY · Since 1995

$2.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100

PARTHENON LLC

LOUISVILLE, KY · Since 1999

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100

TODD ASSET MANAGEMENT LLC

LOUISVILLE, KY · Since 1998

$6.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
100

RUSSELL CAPITAL MANAGEMENT, LLC

LEXINGTON, KY · Since 1999

$275M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100

THE PROSPERITY PEOPLE

BELLEVUE, KY · Since 2022

$147M AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
100

SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.

NICHOLASVILLE, KY · Since 2014

$728M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

DUPREE FINANCIAL GROUP, LLC

LEXINGTON, KY · Since 2010

$404M AUM6 clientsFee: 0%
FiduciaryFee-Only
#8
100

RIVER ROAD ASSET MANAGEMENT, LLC

LOUISVILLE, KY · Since 2005

$9.9B AUM22 clientsFee: 0%
FiduciaryFee-Only
#9
100

PRINCIPLED WEALTH ADVISORS, LLC

COVINGTON, KY · Since 2026

$252M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

INVEST INC.

LEXINGTON, KY · Since 2022

$159M AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
100

ADVANTAGE INVESTMENT MANAGEMENT

LOUISVILLE, KY · Since 2022

$215M AUM5 clientsFee: 0%
FiduciaryFee-Only
#12
100

MERIDIAN WEALTH MANAGEMENT, LLC

LEXINGTON, KY · Since 2009

$5.0B AUM59 clientsFee: 0%
FiduciaryFee-Only
#13
100

BALLAST, INC.

LEXINGTON, KY · Since 2014

$752M AUM8 clientsFee: 0%
FiduciaryFee-Only
#14
100

ALTUS WEALTH MANAGEMENT, LLC

FT. MITCHELL, KY · Since 2014

$405M AUM5 clientsFee: 0%
FiduciaryFee-Only
#15
100

WAYCROSS PARTNERS, LLC

LOUISVILLE, KY · Since 2015

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#16
100

RESEARCH & PORTFOLIO MANAGEMENT

CRESCENT SPRINGS, KY · Since 2021

$161M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
100

ITRUST ASSET MANAGEMENT, LLC

LEXINGTON, KY · Since 2019

$212M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
100

INVESTMENTS & FINANCIAL PLANNING, LLC

LEXINGTON, KY · Since 2020

$319M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

LOCKSHIELD PARTNERS, INC.

GLASGOW, KY · Since 2019

$291M AUM4 clientsFee: 0%
FiduciaryFee-Only
#20
100

MAGNATE ADVISORY SERVICES, LLC

LOUISVILLE, KY · Since 2020

$314M AUM7 clientsFee: 0%
FiduciaryFee-Only
#21
100

VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES

RICHMOND, KY · Since 2017

$559M AUM2 clientsFee: 0%
FiduciaryFee-Only
#22
100

ALPHA FINANCIAL PARTNERS LLC

LEXINGTON, KY · Since 2020

$460M AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
100

RICKETTS FINANCIAL, LLC

LOUISVILLE, KY · Since 2020

$314M AUM1 clientsFee: 0%
FiduciaryFee-Only
#24
100

BLVD PRIVATE WEALTH, LLC

PROSPECT, KY · Since 2022

$220M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
100

JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC

PADUCAH, KY · Since 2023

$240M AUM5 clientsFee: 0%
FiduciaryFee-Only
#26
100

ABRI LLC

LEXINGTON, KY · Since 2026

$114M AUM8 clientsFee: 0%
FiduciaryFee-Only
#27
100

Q2 WEALTH MANAGEMENT

LEXINGTON, KY · Since 2025

$123M AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
100

DMLO WEALTH PLANNING, LLC

LOUISVILLE, KY · Since 2023

$30M AUM5 clientsFee: 0%
FiduciaryFee-Only
#29
100

DYNAMIC MARKET ADVANTAGE, LLC

LOUISVILLE, KY · Since 2022

$362M AUM3 clientsFee: 0%
FiduciaryFee-Only
#30
100

GUIDANCE CAPITAL, INC.

LOUISVILLE, KY · Since 2022

$450M AUM7 clientsFee: 0%
FiduciaryFee-Only
#31
100

FAMILY WEALTH PLANNING PARTNERS

LOUISVILLE, KY · Since 2022

$317M AUM5 clientsFee: 0%
FiduciaryFee-Only
#32
100

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

LOUISVILLE, KY · Since 2023

$484M AUM5 clientsFee: 0%
FiduciaryFee-Only
#33
100

DEMETER TACTICAL INVESTMENTS CORP.

PROSPECT, KY · Since 2024

$265M AUM3 clientsFee: 0%
FiduciaryFee-Only
#34
100

LFG WEALTH PARTNERS, LLC

ELIZABETHTOWN, KY · Since 2024

$191M AUM7 clientsFee: 0%
FiduciaryFee-Only
#35
100

CHURCHILL FINANCIAL ADVISORS, LLC

LOUISVILLE, KY · Since 2025

$523M AUM3 clientsFee: 0%
FiduciaryFee-Only
#36
100

VF ADVISORS, LLC

LOUISVILLE, KY · Since 2025

$150M AUM6 clientsFee: 0%
FiduciaryFee-Only
#37
100

OFF CAMBER CREATIVE LLC

PROSPECT, KY · Since 2023

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#38
95

DUPREE & COMPANY, INC.

LEXINGTON, KY · Since 1977

$888M AUM4 clientsFee: 0%
Broker-Dealer
#39
95

MONEYWATCH ADVISORS, INC.

LEXINGTON, KY · Since 1986

$330M AUM3 clientsFee: 0%
FiduciaryFee-Only
#40
95

E. S. BARR & COMPANY

LEXINGTON, KY · Since 1993

$2.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#41
95

STEGNER INVESTMENT ASSOCIATES INC

LOUISVILLE, KY · Since 1994

$2.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#42
95

CULLINAN ASSOCIATES, INC.

LOUISVILLE, KY · Since 1990

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#43
95

EQUITY ADVISORS OF KENTUCKY INC

LEXINGTON, KY · Since 2018

$142M AUM3 clientsFee: 0%
FiduciaryFee-Only
#44
95

PRIVATE CLIENT SERVICES, LLC

LOUISVILLE, KY · Since 2010

$1.4B AUM50 clientsFee: 0%
Broker-Dealer
#45
95

PILLAR FINANCIAL ADVISORS, LLC

LOUISVILLE, KY · Since 2015

$358M AUM4 clientsFee: 0%
FiduciaryFee-Only
#46
95

MCF ADVISORS, LLC

LEXINGTON, KY · Since 2004

$4.7B AUM30 clientsFee: 0%
FiduciaryFee-Only
#47
95

ATLAS BROWN

LOUISVILLE, KY · Since 2004

$605M AUM6 clientsFee: 0%
FiduciaryFee-Only
#48
95

WEALTHMD CORPORATION

LOUISVILLE, KY · Since 2014

$251M AUM1 clientsFee: 0%
FiduciaryFee-Only
#49
95

TOWNSEND FINANCIAL PLANNING

MT. STERLING, KY · Since 2024

$148M AUM3 clientsFee: 0%
FiduciaryFee-Only
#50
95

TONY WALKER FINANCIAL

BOWLING GREEN, KY · Since 2021

$374M AUM4 clientsFee: 0%
FiduciaryFee-Only
#51
95

LANIER ASSET MANAGEMENT, LLC

LOUISVILLE, KY · Since 2016

$142M AUM1 clientsFee: 0%
FiduciaryFee-Only
#52
95

WINEBRENNER CAPITAL MANAGEMENT LLC

LOUISVILLE, KY · Since 2019

$260M AUM5 clientsFee: 0%
FiduciaryFee-Only
#53
95

LEGACY FINANCIAL ADVISORS, INC.

COVINGTON, KY · Since 2011

$1.5B AUM12 clientsFee: 0%
FiduciaryFee-Only
#54
95

CENTERLINE WEALTH ADVISORS, LLC

LOUISVILLE, KY · Since 2012

$326M AUM4 clientsFee: 0%
FiduciaryFee-Only
#55
95

STRATEGIC WEALTH INVESTMENT GROUP, LLC

LOUISVILLE, KY · Since 2019

$1.4B AUM41 clientsFee: 0%
FiduciaryFee-Only
#56
95

J. HAGAN CAPITAL, INC.

LOUISVILLE, KY · Since 2021

$342M AUM10 clientsFee: 0%
FiduciaryFee-Only
#57
95

GRAETER WEALTH ADVISORS, LLC

LOUISVILLE, KY · Since 2026

$105M AUM3 clientsFee: 0%
FiduciaryFee-Only
#58
95

JOURNEY ADVISORY GROUP, LLC

COVINGTON, KY · Since 2014

$1.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#59
95

THE GLEASON GROUP, INC.

PROSPECT, KY · Since 2015

$1.6B AUM5 clientsFee: 0%
FiduciaryFee-Only
#60
95

RAMSEY QUANTITATIVE SYSTEMS, INC.

LOUISVILLE, KY · Since 2015

$691M AUM8 clientsFee: 0%
FiduciaryFee-Only
#61
95

SALING WEALTH ADVISORS

LOUISVILLE, KY · Since 2016

$618M AUM9 clientsFee: 0%
FiduciaryFee-Only
#62
95

MERCURIO WEALTH ADVISORS

LOUISVILLE, KY · Since 2021

$141M AUM3 clientsFee: 0%
FiduciaryFee-Only
#63
95

WALLACE HART CAPITAL MANAGEMENT

LEXINGTON, KY · Since 2017

$264M AUM3 clientsFee: 0%
FiduciaryFee-Only
#64
95

RELIANT WEALTH PLANNING, LLC

LOUISVILLE, KY · Since 2017

$595M AUM6 clientsFee: 0%
FiduciaryFee-Only
#65
95

WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

LEXINGTON, KY · Since 2023

$187M AUM2 clientsFee: 0%
FiduciaryFee-Only
#66
95

OWEN LARUE FINANCIAL GROUP

ELIZABETHTOWN, KY · Since 2017

$459M AUM4 clientsFee: 0%
FiduciaryFee-Only
#67
95

MIDDLEGROUND CAPITAL

LEXINGTON, KY · Since 2018

$3.9B AUM38 clientsFee: 0%
FiduciaryFee-Only
#68
95

ASIO CAPITAL LLC

LEXINGTON, KY · Since 2018

$805M AUM6 clientsFee: 0%
FiduciaryFee-Only
#69
95

CASTELLAN

LOUISVILLE, KY · Since 2020

$882M AUM4 clientsFee: 0%
FiduciaryFee-Only
#70
95

RETIREMENT PLANNING SOLUTIONS, LLC

LOUISVILLE, KY · Since 2020

$467M AUM8 clientsFee: 0%
FiduciaryFee-Only
#71
95

PARAGON PRIVATE WEALTH MANAGEMENT LLC

LEXINGTON, KY · Since 2021

$458M AUM2 clientsFee: 0%
FiduciaryFee-Only
#72
95

JOULE FINANCIAL, LLC

LEXINGTON, KY · Since 2022

$479M AUM6 clientsFee: 0%
FiduciaryFee-Only
#73
95

BARLOW WEALTH PARTNERS, LLC

LOUISVILLE, KY · Since 2023

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#74
95

CONNETIC VENTURES

COVINGTON, KY · Since 2024

$39M AUM4 clientsFee: 0%
FiduciaryFee-Only
#75
95

ACCESS REAL ESTATE, LLC

LOUISVILLE, KY · Since 2026

$63M AUM1 clientsFee: 0%
FiduciaryFee-Only
#76
95

ACCESS WEALTH MANAGEMENT, LLC

LOUISVILLE, KY · Since 2026

$358M AUM3 clientsFee: 0%
FiduciaryFee-Only
#77
95

WAYCROSS GP, LLC

LOUISVILLE, KY · Since 2026

$156M AUM7 clientsFee: 0%
FiduciaryFee-Only
#78
92

KEYSTONE FINANCIAL GROUP, LLC

LEXINGTON, KY · Since 2014

$2.3B AUM33 clientsFee: 0%
FiduciaryFee-Only
#79
92

KPP ADVISORY SERVICES LLC

LOUISVILLE, KY · Since 2017

$1.2B AUM26 clientsFee: 0%
FiduciaryFee-Only
#80
90

PNC REAL ESTATE

LOUISVILLE, KY · Since 2014

$3.6B AUM186 clientsFee: 0%
FiduciaryFee-Only
#81
87

HARVEY INVESTMENT COMPANY, LLC

LOUISVILLE, KY · Since 2000

$1.0B AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#82
85

ARISTIDES CAPITAL LLC

LOUISVILLE, KY · Since 2020

$541M AUM8 clientsFee: 0%
FiduciaryFee-Only
#83
85

FWG INVESTMENTS, LLC

LEXINGTON, KY · Since 2018

$349M AUM10 clientsFee: 0%
FiduciaryFee-Only
#84
82

ALEXANDER INVESTMENT SERVICES CO.

LOUISVILLE, KY · Since 1974

$496M AUM10 clientsFee: 0%
Broker-Dealer1 complaint
#85
77

FIRST KENTUCKY SECURITIES CORP

LOUISVILLE, KY · Since 2007

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

About Financial Advisors in Kentucky

How many financial advisors are registered in Kentucky?
There are 85 SEC-registered investment advisory firms in Kentucky, spread across 14 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Kentucky?
The median advisory fee in Kentucky is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.