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