Best Financial Advisor Firms Kentucky 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Kentucky.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Kentucky are as followed:

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 $227.0 million 174 4 $1.3 million
Acuity Wealth Management Advisors 4.5/5 Stars $86.1 million 97 4 $887,683
Alexander Investment Services Co. 4.5/5 Stars $512.8 million 1,160 12 $442,049
Alphamark Advisors 5/5 Stars $403.0 million 414 5 $973,474
Altus Wealth Management 5/5 Stars $251.5 million 212 3 $1.2 million
American Capital Management 4.5/5 Stars $55.9 million 338 16 $165,497
Argi Investment Services 5/5 Stars $4.8 billion 4,089 93 $1.2 million
Arnett Financial Group 4.5/5 Stars $25.0 million 158 1 $158,260
Asio Capital 4.5/5 Stars $403.5 million 215 4 $1.9 million
Atlas Brown 5/5 Stars $449.2 million 353 7 $1.3 million
Avantax Planning Partners 4.5/5 Stars $5.8 billion 4,789 53 $1.2 million
Ballast 5/5 Stars $463.0 million 378 6 $1.2 million
BlackSummit Financial Group 4.5/5 Stars $43.1 million 49 4 $879,553
Bluegrass Financial Planning 4.5/5 Stars $40.6 million 64 1 $634,205
Bridgeriver Advisors 4.5/5 Stars $35.0 million 158 1 $221,518
Burl Investment Management 5/5 Stars $15.4 million 12 1 $1.3 million
Cambridge Financial Advisors 5/5 Stars $96.1 million 141 3 $681,597
Canopus Wealth Management 4.5/5 Stars $70.0 million 38 3 $1.8 million
Center For Wealth Management Advisory 4.5/5 Stars $174.0 million 413 6 $421,340
Centerline Wealth Advisors 5/5 Stars $231.1 million 266 3 $868,945
Churchill Financial 4.5/5 Stars $17.5 million 77 4 $227,883
Churchill Management Group 5/5 Stars $7.9 billion 7,334 39 $1.1 million
Context Financial 4.5/5 Stars $13.5 million 56 3 $241,071
Crimson OAK Wealth Management 4.5/5 Stars $37.6 million 54 1 $696,218
Cullinan Associates 4.5/5 Stars $2.0 billion 894 9 $2.3 million
CWM 4.5/5 Stars $18.8 billion 34,436 410 $547,367
D. Scott Neal 5/5 Stars $333.7 million 542 5 $615,751
Dean Dorton Wealth Management 4.5/5 Stars $38.3 million 35 3 $1.1 million
E. S. Barr & Company 4.5/5 Stars $1.7 billion 449 4 $3.9 million
Federal Hill Capital Management 4.5/5 Stars $46.5 million 281 2 $165,439
Financial Architects 5/5 Stars $65.0 million 30 1 $2.2 million
Foster Investment Services 4.5/5 Stars $64.2 million 188 1 $341,353
Fourth Street Performance Partners 5/5 Stars $5.6 billion 112 3 $50.4 million
FOX & Company Wealth Management 5/5 Stars $56.1 million 114 5 $492,343
G J Kohler Investment Advisors 4.5/5 Stars $20.6 million 80 1 $256,908
Graeter Wealth Advisors 4.5/5 Stars $90.8 million 89 3 $1.0 million
Harvey Investment Company 4.5/5 Stars $979.4 million 190 5 $5.2 million
Horizon Wealth Management 4.5/5 Stars $0.0 25 2 $0.0
Independent Advisor Alliance 4.5/5 Stars $9.8 billion 25,206 207 $390,000
Investment Answers 4.5/5 Stars $37.5 million 236 1 $158,898
IPI Wealth Management 4.5/5 Stars $1.9 billion 8,258 82 $228,119
Journey Advisory Group 5/5 Stars $749.3 million 597 12 $1.3 million
Journey Financial Management 4.5/5 Stars $21.8 million 26 2 $840,258
Kcpag Financial Advisors 5/5 Stars $11.6 million 274 13 $42,220
Keystone Financial Group 4.5/5 Stars $1.2 billion 4,765 27 $259,892
Lach Financial 5/5 Stars $17.3 million 32 1 $540,248
Landmark Financial Advisors 4.5/5 Stars $481.3 million 506 4 $951,209
Lanier Asset Management 4.5/5 Stars $213.5 million 163 1 $1.3 million
Latitude Advisors 5/5 Stars $275.0 million 1,023 75 $268,817
Legacy Financial Advisors 5/5 Stars $914.7 million 913 12 $1.0 million
Level Four Advisory Services 4.5/5 Stars $2.9 billion 3,781 111 $761,826
Lexington Financial Advisors 4.5/5 Stars $890,054 38 1 $23,422
Liberty One Investment Management 4.5/5 Stars $1.2 billion 6 13 $196.0 million
Lockshield Partners 4.5/5 Stars $189.9 million 1,192 3 $159,332
Markowski Investments 4.5/5 Stars $352.8 million 738 15 $478,099
Maryland Financial Group 4.5/5 Stars $1.0 billion 1,985 39 $513,700
MC Financial Services 4.5/5 Stars $39.8 million 112 3 $355,284
MCF Advisors 4.5/5 Stars $2.7 billion 2,689 16 $1.0 million
Moneylife Partners 4.5/5 Stars $52.1 million 162 1 $321,683
Moneywatch Advisors 5/5 Stars $243.9 million 379 4 $643,436
Moneywise 5/5 Stars $30.2 million 44 2 $687,124
National Wealth Management Group 4.5/5 Stars $236.0 million 1,172 13 $201,365
Natural Investments 5/5 Stars $1.8 billion 1,151 20 $1.5 million
Orion Portfolio Solutions 4.5/5 Stars $14.2 billion 81,242 53 $174,722
Parthenon 5/5 Stars $1.0 billion 235 5 $4.3 million
PCG Wealth Management 4.5/5 Stars $515.7 million 1,223 16 $421,641
Pierce Financial Planning 5/5 Stars $0.0 39 2 $0.0
Pillar Financial Advisors 5/5 Stars $263.8 million 178 2 $1.5 million
Pivot Point Wealth Planning 4.5/5 Stars $17.8 million 68 1 $261,168
Portfolio Medics 4.5/5 Stars $361.3 million 1,372 45 $263,330
Principled Wealth Advisors 5/5 Stars $0.0 49 4 $0.0
Proactive Advisors 4.5/5 Stars $35.2 million 49 2 $718,767
Regent Investment Management 5/5 Stars $478.5 million 165 3 $2.9 million
Revolutionary Wealth Management, Corp 4.5/5 Stars $52.0 million 400 1 $130,000
RFG Advisory 4.5/5 Stars $2.7 billion 8,110 80 $336,481
River Road Asset Management 4.5/5 Stars $9.8 billion 110 21 $89.1 million
Rivercities Asset Management 5/5 Stars $69.8 million 188 2 $371,223
Russell Capital Management 5/5 Stars $243.3 million 304 4 $800,313
Saling Wealth Advisors 4.5/5 Stars $383.4 million 209 7 $1.8 million
Seacrest Wealth Management 5/5 Stars $1.4 billion 1,783 43 $791,777
Sortino Advisory Partners 4.5/5 Stars $204.2 million 122 2 $1.7 million
Southland Equity Partners 5/5 Stars $560.5 million 2,323 22 $241,283
Spectrum Financial Alliance 5/5 Stars $264.9 million 446 2 $593,952
Stegner Investment Associates logoStegner Investment Associates 5/5 Stars $1.7 billion 238 5 $7.2 million
TCP Asset Management 4.5/5 Stars $416.7 million 1,164 17 $358,008
The Gleason Group 4.5/5 Stars $797.2 million 244 5 $3.3 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
Thompson Investment Advisors 4.5/5 Stars $64.5 million 188 2 $342,864
Todd Asset Management 5/5 Stars $4.5 billion 62 4 $72.3 million
Townsend Financial Planning 4.5/5 Stars $93.1 million 117 2 $795,949
Virtue Capital Management 4.5/5 Stars $1.1 billion 5,419 111 $197,733
Visionary Horizons 4.5/5 Stars $206.8 million 421 9 $491,251
Wallace Hart Capital Management logoWallace Hart Capital Management 4.5/5 Stars $242.2 million 200 4 $1.2 million
Waycross Partners 4.5/5 Stars $190.2 million 18 5 $10.6 million
Wealth Management 4.5/5 Stars $2.5 billion 3,127 44 $785,774
Wealth Management of the Bluegrass 4.5/5 Stars $105.8 million 116 2 $912,206
Wealthcare Capital Management 5/5 Stars $2.9 billion 4,585 35 $636,199
wealthMD Corporation 5/5 Stars $200.1 million 851 1 $235,163
Western Wealth Management 4.5/5 Stars $2.6 billion 7,057 82 $374,411
Your Best Move 5/5 Stars $0.0 78 1 $0.0

More Top Firms by State

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, retirement planning, and more.


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