AdvisorRanked

Best Financial Advisors in Kentucky

85 SEC-registered advisory firms across 14 cities. Ranked by Trust 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

Trust Score Distribution — Kentucky Advisors

Cities in Kentucky

5 cities

Top-Ranked Advisors in Kentucky

Page 1 of 4 · 85 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
92

RENAISSANCE INVESTMENT MANAGEMENT

COVINGTON, KY · Since 1995

$2.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#4
92

MERIDIAN WEALTH MANAGEMENT, LLC

LEXINGTON, KY · Since 2009

$5.0B AUM59 clientsFee: 0%
FiduciaryFee-Only
#5
89

PARTHENON LLC

LOUISVILLE, KY · Since 1999

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#6
89

BALLAST, INC.

LEXINGTON, KY · Since 2014

$752M AUM8 clientsFee: 0%
FiduciaryFee-Only
#7
89

WAYCROSS PARTNERS, LLC

LOUISVILLE, KY · Since 2015

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#8
88

RUSSELL CAPITAL MANAGEMENT, LLC

LEXINGTON, KY · Since 1999

$275M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
88

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

NICHOLASVILLE, KY · Since 2014

$728M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
87

DUPREE FINANCIAL GROUP, LLC

LEXINGTON, KY · Since 2010

$404M AUM6 clientsFee: 0%
FiduciaryFee-Only
#11
87

ALTUS WEALTH MANAGEMENT, LLC

FT. MITCHELL, KY · Since 2014

$405M AUM5 clientsFee: 0%
FiduciaryFee-Only
#12
86

MAGNATE ADVISORY SERVICES, LLC

LOUISVILLE, KY · Since 2020

$314M AUM7 clientsFee: 0%
FiduciaryFee-Only
#13
86

VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES

RICHMOND, KY · Since 2017

$559M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
86

ALPHA FINANCIAL PARTNERS LLC

LEXINGTON, KY · Since 2020

$460M AUM5 clientsFee: 0%
FiduciaryFee-Only
#15
85

ITRUST ASSET MANAGEMENT, LLC

LEXINGTON, KY · Since 2019

$212M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
85

LOCKSHIELD PARTNERS, INC.

GLASGOW, KY · Since 2019

$291M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
85

RICKETTS FINANCIAL, LLC

LOUISVILLE, KY · Since 2020

$314M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
85

BLVD PRIVATE WEALTH, LLC

PROSPECT, KY · Since 2022

$220M AUM3 clientsFee: 0%
FiduciaryFee-Only
#19
85

JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC

PADUCAH, KY · Since 2023

$240M AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
85

FAMILY WEALTH PLANNING PARTNERS

LOUISVILLE, KY · Since 2022

$317M AUM5 clientsFee: 0%
FiduciaryFee-Only
#21
85

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

LOUISVILLE, KY · Since 2023

$484M AUM5 clientsFee: 0%
FiduciaryFee-Only
#22
84

INVEST INC.

LEXINGTON, KY · Since 2022

$159M AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
84

ADVANTAGE INVESTMENT MANAGEMENT

LOUISVILLE, KY · Since 2022

$215M AUM5 clientsFee: 0%
FiduciaryFee-Only
#24
84

RESEARCH & PORTFOLIO MANAGEMENT

CRESCENT SPRINGS, KY · Since 2021

$161M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
84

INVESTMENTS & FINANCIAL PLANNING, LLC

LEXINGTON, KY · Since 2020

$319M AUM2 clientsFee: 0%
FiduciaryFee-Only

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 Trust 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.