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Best Financial Advisors near Newport, Kentucky


To help Americans find the best financial advisors in Newport, Kentucky, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Newport, Kentucky.


1. Madison Wealth Management
   (513) 871-4555
7755 Montgomery Road, Suite 350. Cincinnati, OH

Madison Wealth Management, registered in 2001, manages $898.2 million for 477 clients.

2. Foster & Motley
   (513) 561-6640
7755 Montgomery Road, Suite 100. Cincinnati, OH

Foster & Motley, registered in 1996, manages $1.5 billion for 698 clients.

3. Legacy Financial Advisors
   (859) 655-5225
117 East Fourth Street Covington, KY

Legacy Financial Advisors, registered in 2011, manages $679.1 million for 799 clients.

4. Bahl & Gaynor
   (513) 287-6100
255 East Fifth Street, Suite 2700. Cincinnati, OH

Bahl & Gaynor, registered in 1990, manages $15.5 billion for 759 clients.

5. Berno Financial Management
   (513) 474-9191
7454 Jager Court Cincinnati, OH

Berno Financial Management, registered in 1993, manages $238.3 million for 125 clients.

6. Bowling Portfolio Management
   (513) 871-7776
4030 Smith Road, Suite 140. Cincinnati, OH

Bowling Portfolio Management, registered in 2004, manages $643.1 million for 359 clients.

7. Constellation Wealth Advisors
   (513) 871-5500
255 East Fifth ST., Suite 3000. Cincinnati, OH

Constellation Wealth Advisors, registered in 2008, manages $1.5 billion for 211 clients.

8. Carnegie Investment Counsel
   (513) 861-1889
2142 Alpine Place, Cincinnati, Ohio

Carnegie Investment Counsel, registered in 2009, manages $2.4 billion for 2,115 clients.

9. Alphamark Advisors
   (859) 957-1803
810 Wright's Summit Parkway, Suite 100 FT. Wright, KY

Alphamark Advisors, registered in 2000, manages $362.0 million for 394 clients.

10. Fourth Street Performance Partners
   (859) 491-5556
211 Garrard Street Covington, KY

Fourth Street Performance Partners, registered in 1992, manages $5.5 billion for 129 clients.

11. FEG
   (513) 977-4400
201 East Fifth Street, Suite 1600. Cincinnati, OH

FEG, registered in 2002, manages $15.0 billion for 174 clients.

12. Stancorp Investment Advisers
   (971) 321-8844
312 Plum Street Suite 950, Cincinnati, Ohio

Stancorp Investment Advisers, registered in 2000, manages $21.5 billion for 75,978 clients.

13. Journey Advisory Group
   (859) 888-0355
15 West 5th ST Covington, KY

Journey Advisory Group, registered in 2014, manages $541.4 million for 569 clients.

14. Thor Wealth Management
   (513) 271-6777
7346 Beechmont Ave. Cincinnati, OH

Thor Wealth Management, registered in 1992, manages $336.1 million for 423 clients.

15. BKD Wealth Advisors
   (513) 621-8300
312 Walnut Street, Suite 3000 P.o. Box 5367, Cincinnati, Ohio

BKD Wealth Advisors, registered in 1999, manages $3.2 billion for 1,517 clients.

16. PPC Enterprises
   (513) 725-1861
201 East Fifth Street Suite 2310, Cincinnati, Ohio

PPC Enterprises, registered in 2014, manages $1.0 billion for 2 clients.

17. Truepoint
   (513) 301-2871
1123 Walnut Street, Cincinnati, Ohio

Truepoint, registered in 1985, manages $3.4 billion for 1,080 clients.

18. Queen City Capital Management
   (513) 721-6089
212 East Third Street, Suite 100. Cincinnati, OH

Queen City Capital Management, registered in 2012, manages $107.4 million for 242 clients.

19. MCF Advisors
   (859) 392-8600
50 E. Rivercenter Blvd., Suite 300. Covington, KY

MCF Advisors, registered in 2004, manages $1.9 billion for 2,706 clients.

20. MCF Advisors
   (859) 392-8600
Multiple Locations

MCF Advisors, registered in 2004, manages $1.9 billion for 2,706 clients.



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Clear Perspectives Financial Planning
   (513) 469-8400

Clear Perspectives Financial Planning, registered in 2016, manages $229.2 million for 174 clients.

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Wallace Hart Capital Management
   (859) 300-3030

Wallace Hart Capital Management, registered in 2017, manages $173.0 million for 171 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for Kentucky


Bellevue, Kentucky Covington, Kentucky Dayton, Kentucky Fort Thomas, Kentucky Glenview, Kentucky Harrods Creek, Kentucky Latonia, Kentucky Newport, Kentucky Prospect, Kentucky Silver Grove, Kentucky

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