Best Financial Advisor Firms Kentucky 2023

investor.com

Written by investor.com

April 06, 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 April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Kentucky are as follows:

  • Must be rated 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
Acuity Wealth Management Advisors 4.5/5 Stars $114.6 million 134 4 $855,450
Alexander Investment Services Co. 4.5/5 Stars $512.8 million 1,160 12 $442,049
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
Arbor Point Advisors 4.5/5 Stars $6.4 billion 19,182 714 $335,156
Argi Investment Services 4.5/5 Stars $4.6 billion 4,309 104 $1.1 million
Arnett Financial Group 4.5/5 Stars $24.4 million 167 1 $146,217
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
Bahe Farnsley Advisors 4.5/5 Stars $49.4 million 207 3 $238,466
Ballast 5/5 Stars $423.4 million 367 6 $1.2 million
BlackSummit Financial Group 4.5/5 Stars $88.2 million 54 4 $1.6 million
Bluegrass Financial Planning 4.5/5 Stars $38.2 million 63 1 $606,120
Bridgeriver Advisors 4.5/5 Stars $40.0 million 169 2 $236,686
Cambridge Financial Advisors 5/5 Stars $93.1 million 129 4 $721,337
Canopus Wealth Management 4.5/5 Stars $62.3 million 39 3 $1.6 million
Center For Wealth Management Advisory 4.5/5 Stars $172.2 million 1,286 6 $133,865
Centerline Wealth Advisors 5/5 Stars $207.8 million 267 4 $778,325
Churchill Financial 4.5/5 Stars $15.3 million 89 6 $171,418
Churchill Management Group 5/5 Stars $7.2 billion 7,825 35 $913,754
Context Financial 4.5/5 Stars $14.0 million 37 1 $377,622
Crimson OAK Wealth Management 4.5/5 Stars $28.2 million 53 1 $531,916
Cullinan Associates 4.5/5 Stars $1.9 billion 942 8 $2.0 million
CWM 4.5/5 Stars $19.9 billion 35,511 475 $561,616
CX Institutional 4.5/5 Stars $2.1 billion 2,647 57 $793,347
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 4.5/5 Stars $1.4 billion 439 4 $3.2 million
Federal Hill Capital Management 4.5/5 Stars $40.5 million 288 2 $140,737
Foster Investment Services 4.5/5 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 4.5/5 Stars $75.0 million 88 3 $852,161
Harvey Investment Company 4.5/5 Stars $869.1 million 189 5 $4.6 million
Horizon Wealth Management 4.5/5 Stars $0.0 25 2 $0.0
Independent Advisor Alliance 4.5/5 Stars $10.1 billion 29,648 227 $340,518
Investment Answers 4.5/5 Stars $34.7 million 252 1 $137,777
IPI Wealth Management 4.5/5 Stars $1.8 billion 9,785 81 $181,582
Journey Advisory Group 5/5 Stars $837.4 million 644 11 $1.3 million
Journey Financial Management 4.5/5 Stars $19.5 million 30 2 $649,517
Kcpag Financial Advisors 5/5 Stars $11.6 million 274 13 $42,220
Keystone Financial Group 4.5/5 Stars $1.2 billion 5,191 28 $239,470
Lach Financial 5/5 Stars $15.9 million 34 1 $468,142
Landmark Financial Advisors 4.5/5 Stars $503.7 million 509 6 $989,565
Lanier Asset Management 4.5/5 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
Level Four Advisory Services 4.5/5 Stars $3.7 billion 6,474 128 $575,094
Lexington Financial Advisors 4.5/5 Stars $2.6 million 38 1 $68,799
Lockshield Partners 4.5/5 Stars $166.9 million 1,214 3 $137,478
Markowski Investments 4.5/5 Stars $267.9 million 1,032 15 $259,579
Maryland Financial Group 4.5/5 Stars $976.0 million 2,355 40 $414,418
MC Financial Services 4.5/5 Stars $42.3 million 78 3 $541,819
MCF Advisors 4.5/5 Stars $2.3 billion 2,447 21 $950,209
Mercer Investment Management 4.5/5 Stars $122.5 billion 362 603 $338.4 million
Moneylife Partners 4.5/5 Stars $54.0 million 223 1 $242,152
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 4.5/5 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
Parthenon 5/5 Stars $859.6 million 235 5 $3.7 million
PCG Wealth Management 4.5/5 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 4.5/5 Stars $15.8 million 72 1 $219,618
Portfolio Medics 4.5/5 Stars $383.0 million 2,167 70 $176,759
Principled Wealth Advisors 5/5 Stars $0.0 42 4 $0.0
Proactive Advisors 4.5/5 Stars $35.5 million 53 2 $669,781
Revolutionary Wealth Management, Corp 4.5/5 Stars $47.0 million 220 2 $213,636
RFG Advisory 4.5/5 Stars $3.0 billion 10,046 110 $298,315
River Road Asset Management 4.5/5 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
Seacrest Wealth Management 5/5 Stars $1.1 billion 1,824 43 $611,177
Sortino Advisory Partners 4.5/5 Stars $181.4 million 154 2 $1.2 million
Southland Equity Partners 5/5 Stars $505.1 million 2,482 21 $203,507
Spectrum Financial Alliance 5/5 Stars $227.9 million 463 2 $492,144
Stegner 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 4.5/5 Stars $615.8 million 249 5 $2.5 million
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
THE Wright Legacy Group 4.5/5 Stars $43.4 million 658 5 $65,888
Thompson Investment Advisors 5/5 Stars $53.2 million 360 2 $147,781
Todd Asset Management 5/5 Stars $4.0 billion 65 4 $61.1 million
Townsend Financial Planning 4.5/5 Stars $89.3 million 131 2 $681,790
Van Leeuwen Retirement & Investment Services 4.5/5 Stars $302.1 million 519 2 $582,091
Virtue Capital Management 4.5/5 Stars $941.4 million 7,973 107 $118,072
Visionary Horizons 4.5/5 Stars $176.4 million 432 10 $408,224
Wallace Hart Capital Management logoWallace Hart Capital Management 4.5/5 Stars $214.7 million 213 3 $1.0 million
Waycross Partners 4.5/5 Stars $300.7 million 22 5 $13.7 million
Wealth Management 4.5/5 Stars $2.3 billion 3,219 44 $729,708
Wealth Management of the Bluegrass 4.5/5 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
Western Wealth Management 4.5/5 Stars $2.6 billion 7,588 84 $340,856
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, investing, retirement planning, and more.


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