RIAs in Kentucky
129 RIAs headquartered in Kentucky managing a combined $78.6B.
By city
LouisvilleKentucky60 FIRMS · $42BLexingtonKentucky34 FIRMS · $23.8BCovingtonKentucky5 FIRMS · $6.4BProspectKentucky3 FIRMS · $2.1BBowling GreenKentucky3 FIRMS · $432MElizabethtownKentucky2 FIRMS · $650MBardstownKentucky2 FIRMS · $55.6MFlorenceKentucky1 FIRM · $7.1MFrankfortKentucky1 FIRM · $642KGlasgowKentucky1 FIRM · $291MLakeside ParkKentucky1 FIRM · $405MMayfieldKentucky1 FIRM · $57.5MMount SterlingKentucky1 FIRM · $148MMunfordvilleKentucky1 FIRM · $14.8MNew HavenKentucky1 FIRM · $1.8MNicholasvilleKentucky1 FIRM · $813MOwensboroKentucky1 FIRM · $65.9MPaducahKentucky1 FIRM · $240MRichmondKentucky1 FIRM · $559MAshlandKentucky1 FIRM · $60.3MUnionKentucky1 FIRM · $19.9MBellevueKentucky1 FIRM · $147MBetsy LayneKentucky1 FIRMBrandenburgKentucky1 FIRM · $30.2MCampbellsvilleKentucky1 FIRM · $74.9MCrescent SpringsKentucky1 FIRM · $161MEdgewoodKentucky1 FIRM · $1.8M
All RIAs in Kentucky
Moneywise, Inc.
RIALexington, KY
AUM $40.4MTEAM 1REPS 1
Crimson Oak Wealth Management, LLC
RIALexington, KY
AUM $39MTEAM 1REPS 1
Burl Investment Management, LLC
RIALexington, KY
AUM $32.3MTEAM 1REPS 1
Warren Wealth Management & Tax Planning Inc.
RIALouisville, KY
AUM $31.3MTEAM 1REPS 1
Dmlo Wealth Planning, LLC
RIALouisville, KY
AUM $30.4MTEAM 9REPS 6
Pivot Point Wealth Planning
RIABrandenburg, KY
AUM $30.2MTEAM 2REPS 1
Inspire Private Wealth Management
RIALouisville, KY
AUM $29MTEAM 1REPS 1
T.K.M. Financial Services, LLC
RIALouisville, KY
AUM $28.3MTEAM 1REPS 1
Lach Financial
RIALouisville, KY
AUM $27.6MTEAM 1REPS 1
Context Financial LLC
RIALexington, KY
AUM $20.8MTEAM 2REPS 2
Lloyd Financial Group LLC
RIAUnion, KY
AUM $19.9MTEAM 2REPS 2
Life Advisors Financial Planning and Wealth Management, LLC
RIAMunfordville, KY
AUM $14.8MTEAM 2REPS 2
Blue Castle Wealth
RIALexington, KY
AUM $14.5MTEAM 1REPS 1
Triple Crown Wealth Management
RIALexington, KY
AUM $14.3MTEAM 3REPS 2
Page Financial Services, LLC
RIALouisville, KY
AUM $12.8MTEAM 1REPS 1
High Knoll Wealth Advisors, LLC
RIALexington, KY
AUM $12.4MTEAM 3REPS 3
Fortress Financial Partners
RIAFlorence, KY
AUM $7.1MTEAM 2REPS 6
Lifetime Wealth Design LLC
RIALouisville, KY
AUM $3.3MTEAM 1REPS 1
Four Quarters Capital
RIALexington, KY
AUM $2.8MTEAM 1REPS 1
Fenwick Financial
RIANew Haven, KY
AUM $1.8MTEAM 1REPS 1
Hannegan Wealth Management, LLC
RIAEdgewood, KY
AUM $1.8MTEAM 1REPS 1
Best Investment Options, LLC
RIALouisville, KY
AUM $1.2MTEAM 1REPS 1
Vistafront Partners Inc
RIAFrankfort, KY
AUM $642KTEAM 2REPS 2
Belle Trace Financial Planning
RIALouisville, KY
AUM —TEAM 2REPS 2
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