Best Financial Advisor Firms Kentucky 2023

investor.com is committed to the highest ethical standards and reviews services independently. Learn How We Make Money
investor.com

Written by investor.com

November 02, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Kentucky.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Kentucky, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of November 02, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Kentucky are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Kentucky.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Access Wealth Management 5/5 Stars $249.6 million 185 4 $1.3 million
Alpha Financial Partners 4.5/5 Stars $257.1 million 337 3 $762,940
Alphamark Advisors 5/5 Stars $360.3 million 444 5 $811,475
Altus Wealth Management 5/5 Stars $261.7 million 226 3 $1.2 million
American Capital Management 4.5/5 Stars $56.1 million 370 15 $151,694
Argi Investment Services 5/5 Stars $4.6 billion 4,309 104 $1.1 million
Arnett Financial Group 5/5 Stars $24.4 million 158 1 $154,546
Asio Capital 4.5/5 Stars $393.3 million 228 4 $1.7 million
Atlas Brown 5/5 Stars $429.7 million 388 7 $1.1 million
Avant-garde Wealth 4.5/5 Stars $494,300 10 1 $49,430
Ballast 5/5 Stars $423.4 million 367 6 $1.2 million
BlackSummit Financial Group 5/5 Stars $88.2 million 54 4 $1.6 million
Bluegrass Financial Planning 5/5 Stars $38.2 million 63 1 $606,120
Breidenbach Capital Consulting 4.5/5 Stars $47.9 million 64 2 $749,029
Bridgeriver Advisors 5/5 Stars $40.0 million 169 2 $236,686
Brown Financial Advisors 4.5/5 Stars $192.6 million 521 3 $369,644
Cambridge Financial Advisors 5/5 Stars $93.1 million 129 4 $721,337
Canopus Wealth Management 5/5 Stars $62.3 million 39 3 $1.6 million
Castellan 4.5/5 Stars $330.9 million 22 2 $15.0 million
Center For Wealth Management Advisory 5/5 Stars $172.2 million 1,286 6 $133,865
Centerline Wealth Advisors 5/5 Stars $207.8 million 267 4 $778,325
Churchill Financial 5/5 Stars $15.3 million 89 6 $171,418
Context Financial 5/5 Stars $14.0 million 37 1 $377,622
Crimson OAK Wealth Management 5/5 Stars $28.2 million 53 1 $531,916
Cullinan Associates 5/5 Stars $1.9 billion 942 8 $2.0 million
CX Institutional 5/5 Stars $2.2 billion 2,809 57 $790,183
D. Scott Neal 5/5 Stars $269.0 million 383 6 $702,276
Dean Dorton Wealth Management 4.5/5 Stars $29.8 million 26 2 $1.1 million
E. S. Barr & Company 5/5 Stars $1.4 billion 439 4 $3.2 million
Entrypoint Wealth Management 4.5/5 Stars $19.1 million 20 1 $957,406
Farnsley Advisors 4.5/5 Stars $49.4 million 207 2 $238,466
Federal Hill Capital Management 5/5 Stars $40.5 million 288 2 $140,737
Foster Investment Services 5/5 Stars $59.7 million 206 2 $289,727
Fourth Street Performance Partners 5/5 Stars $4.5 billion 108 4 $41.8 million
FOX & Company Wealth Management 5/5 Stars $61.8 million 114 4 $541,885
Gold Coast Wealth Management 5/5 Stars $382.4 million 106 2 $3.6 million
Graeter Wealth Advisors 5/5 Stars $75.0 million 88 3 $852,161
Harvey Investment Company 5/5 Stars $869.1 million 189 5 $4.6 million
High Knoll Wealth Advisors 4.5/5 Stars $4.7 million 23 1 $205,739
Incline Wealth 4.5/5 Stars $30.5 million 81 2 $376,693
Investment Answers 5/5 Stars $34.7 million 252 1 $137,777
Investments & Financial Planning 4.5/5 Stars $198.0 million 686 2 $288,682
Journey Advisory Group 5/5 Stars $837.4 million 644 11 $1.3 million
Journey Financial Management 5/5 Stars $20.4 million 30 2 $679,706
Keystone Financial Group 5/5 Stars $1.2 billion 5,191 28 $239,470
Lach Financial 5/5 Stars $15.9 million 34 1 $468,142
Landmark Financial Advisors 5/5 Stars $503.7 million 509 6 $989,565
Lanier Asset Management 5/5 Stars $104.5 million 102 1 $1.0 million
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
Legacy Financial Advisors 5/5 Stars $987.6 million 981 10 $1.0 million
Leif Clarke Wealth Management 4.5/5 Stars $46.6 million 193 1 $241,641
Lockshield Partners 4.5/5 Stars $166.9 million 1,214 3 $137,478
Magnate Advisory Services 4.5/5 Stars $167.6 million 1,692 8 $99,068
Markowski Investments 4.5/5 Stars $267.9 million 1,032 15 $259,579
Maryland Financial Group 5/5 Stars $976.0 million 2,355 40 $414,418
MC Financial Services 5/5 Stars $42.3 million 78 3 $541,819
MCF Advisors 5/5 Stars $2.3 billion 2,447 21 $950,209
Moneywatch Advisors 5/5 Stars $210.0 million 367 4 $572,070
Moneywise 5/5 Stars $29.2 million 45 1 $648,090
National Wealth Management Group 5/5 Stars $234.1 million 1,156 17 $202,496
Natural Investments 5/5 Stars $1.7 billion 1,215 20 $1.4 million
Owen Larue Financial Group 4.5/5 Stars $234.6 million 462 3 $507,771
Paragon Private Wealth Management 4.5/5 Stars $184.8 million 113 2 $1.6 million
Parthenon 5/5 Stars $859.6 million 235 5 $3.7 million
PCG Wealth Management 5/5 Stars $588.6 million 1,663 14 $353,920
Pillar Financial Advisors 5/5 Stars $229.1 million 176 3 $1.3 million
Pivot Point Wealth Planning 5/5 Stars $15.8 million 72 1 $219,618
Proactive Advisors 5/5 Stars $35.5 million 53 2 $669,781
Prosperity Asset Management 4.5/5 Stars $27.4 million 128 2 $213,879
Renaissance Investment Management 5/5 Stars $2.2 billion 994 7 $2.2 million
Retirement Planning Solutions 4.5/5 Stars $194.8 million 1,498 9 $130,054
Revolutionary Wealth Management, Corp 5/5 Stars $72.0 million 275 2 $261,818
River Road Asset Management 5/5 Stars $7.8 billion 107 23 $72.9 million
Rivercities Asset Management 5/5 Stars $56.6 million 186 2 $304,270
Russell Capital Management 5/5 Stars $210.7 million 308 4 $683,962
Saling Wealth Advisors 5/5 Stars $362.7 million 217 8 $1.7 million
Shepherd Wealth Management 4.5/5 Stars $32.9 million 69 2 $477,299
Sortino Advisory Partners 5/5 Stars $181.4 million 154 2 $1.2 million
Spectrum Financial Alliance 5/5 Stars $227.9 million 463 2 $492,144
Stegner Investment Associates logoStegner Investment Associates 5/5 Stars $1.7 billion 228 4 $7.6 million
The Connemara Group 5/5 Stars $236.2 million 69 3 $3.4 million
The Gleason Group 5/5 Stars $615.8 million 249 5 $2.5 million
THE Wright Legacy Group 4.5/5 Stars $43.4 million 658 5 $65,888
Thompson Investment Advisors 5/5 Stars $59.2 million 204 2 $290,227
Todd Asset Management 5/5 Stars $4.0 billion 65 4 $61.1 million
Townsend Financial Planning 5/5 Stars $89.3 million 131 2 $681,790
Triple Crown Wealth Management 4.5/5 Stars $2.6 million 38 1 $68,799
Van Leeuwen Retirement & Investment Services 5/5 Stars $302.1 million 519 2 $582,091
Vermillion Private Wealth 4.5/5 Stars $5.0 million 26 1 $194,024
Visionary Horizons 4.5/5 Stars $176.4 million 432 10 $408,224
Vistafront Partners 4.5/5 Stars $243,768 10 2 $24,376
Wallace Hart Capital Management logoWallace Hart Capital Management 5/5 Stars $214.7 million 213 3 $1.0 million
Warren Wealth Management & Tax Planning 4.5/5 Stars $16.5 million 44 1 $374,272
Waycross Partners 5/5 Stars $300.7 million 22 5 $13.7 million
Wealth Management of Kentucky 4.5/5 Stars $20.9 million 104 2 $200,635
Wealth Management of the Bluegrass 5/5 Stars $117.9 million 136 2 $866,595
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
wealthMD Corporation 5/5 Stars $160.2 million 844 1 $189,810
WH Wealth Management 5/5 Stars $5.5 million 28 1 $196,953
Winebrenner Capital Management 4.5/5 Stars $191.5 million 373 6 $513,480

More Top Firms by State




The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

close