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