RIAs in Kentucky
129 RIAs headquartered in Kentucky managing a combined $79B.
By city
LOUISVILLEKentucky59 FIRMS · $42BLexingtonKentucky35 FIRMS · $24.4BCOVINGTONKentucky5 FIRMS · $6.4BPROSPECTKentucky4 FIRMS · $2.1BBOWLING GREENKentucky3 FIRMS · $432MELIZABETHTOWNKentucky2 FIRMS · $650MBARDSTOWNKentucky2 FIRMS · $55.6MFLORENCEKentucky1 FIRM · $7.1MFRANKFORTKentucky1 FIRM · $642KGLASGOWKentucky1 FIRM · $291MLAKESIDE PARKKentucky1 FIRM · $405MMAYFIELDKentucky1 FIRM · $54.2MMOUNT STERLINGKentucky1 FIRM · $148MMUNFORDVILLEKentucky1 FIRM · $14.8MNICHOLASVILLEKentucky1 FIRM · $728MOWENSBOROKentucky1 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
WEALTH MANAGEMENT OF KENTUCKY, INC.
RIALexington, KY
AUM $42.9MTEAM 3REPS 2
MONEYWISE, INC.
RIALexington, KY
AUM $40.4MTEAM 1REPS 1
CRIMSON OAK WEALTH MANAGEMENT, LLC
RIALexington, KY
AUM $39MTEAM 1REPS 1
CONNETIC VENTURES
RIACOVINGTON, KY
AUM $38.6MTEAM 4REPS 4
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 5
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 1REPS 4
LIFETIME WEALTH DESIGN LLC
RIALOUISVILLE, KY
AUM $3.3MTEAM 1REPS 1
FOUR QUARTERS CAPITAL
RIALexington, KY
AUM $2.8MTEAM 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
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