Financial advisors in Kentucky

16 SEC-registered advisory firms based in Kentucky, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Kentucky

Louisville (8)Lexington (4)Covington (3)Prospect (1)

Kentucky advisory firms by assets

Meridian Wealth Management, LLC

Lexington, KY · CRD #151523

$5.0B AUM·13k accounts·Fee-based

Pnc Real Estate

Louisville, KY · CRD #172753

$3.6B AUM·72 accounts·Fee-only

Mcf Advisors, LLC

Lexington, KY · CRD #130372

$4.7B AUM·7.8k accounts·Fee-based

Private Client Services, LLC

Louisville, KY · CRD #120222

$1.4B AUM·15k accounts·Fee-based

Keystone Financial Group, LLC

Lexington, KY · CRD #170201

$2.3B AUM·6.7k accounts·Fee-based

Strategic Wealth Investment Group, LLC

Louisville, KY · CRD #165474

$1.4B AUM·8.6k accounts·Fee-only

Renaissance Investment Management logo
Renaissance Investment Management

Covington, KY · CRD #105916

$2.9B AUM·2.1k accounts·Fee-only

Kpp Advisory Services LLC logo
Kpp Advisory Services LLC

Louisville, KY · CRD #289507

$1.2B AUM·4.1k accounts·Fee-based

River Road Asset Management, LLC logo
River Road Asset Management, LLC

Louisville, KY · CRD #134918

$9.9B AUM·93 accounts·Fee-only

Legacy Financial Advisors, INC. logo
Legacy Financial Advisors, INC.

Covington, KY · CRD #158675

$1.5B AUM·3.7k accounts·Fee-based

Journey Advisory Group, LLC

Covington, KY · CRD #171919

$1.7B AUM·2.1k accounts·Fee-based

Stegner Investment Associates INC

Louisville, KY · CRD #107480

$2.8B AUM·866 accounts·Fee-based

E. S. Barr & Company logo
E. S. Barr & Company

Lexington, KY · CRD #107447

$2.2B AUM·886 accounts·Fee-only

Todd Asset Management LLC logo
Todd Asset Management LLC

Louisville, KY · CRD #109473

$6.2B AUM·104 accounts·Fee-based

The Gleason Group, INC.

Prospect, KY · CRD #175104

$1.6B AUM·1.2k accounts·Fee-only

Barlow Wealth Partners, LLC logo
Barlow Wealth Partners, LLC

Louisville, KY · CRD #325308

$1.4B AUM·1.7k accounts·Fee-based

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Kentucky

How many financial advisors are in Kentucky?

AdvisoryReviews lists 16 SEC-registered advisory firms based in Kentucky, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Kentucky?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Kentucky?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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