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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Accelerated Wealth Lexington KY US 36.6 
Access Wealth Management, Inc. Louisville KY US 123.6 
Accredited Wealth Management LLC Louisville KY US 11.6 
Advantage Investment Management Louisville KY US 39.1 
Aisa Investment Advisers LLC Louisville KY US 0.0 
Alexander Investment Service Co. Louisville KY US 162.9 
Alphamark Advisors, LLC Ft. Wright KY US 310.9 
Altus Wealth Management, LLC Ft. Mitchell KY US 122.9 
Archer Financial Planning, LLC Louisville KY US 0.0 
Argi Investment Service, LLC Louisville KY US 1407.3 
Arnett Financial Group Morganfield KY US 5.8 
Atlas Brown Louisville KY US 375.6 
Ballast, Inc. Lexington KY US 191.1 
Beacon Asset Management Owensboro KY US 10.3 
Blandford Wealth Management, LLC Louisville KY US 1.1 
Bluegrass Capital Advisors, LLC Louisville KY US 100.3 
Bluegrass Financial Planning, LLC Louisville KY US 5.1 
Capital Investment Management Inc. Leitchfield KY US 19.6 
Cashel Financial Advisors, LLC Louisville KY US 13.4 
Centerline Wealth Advisors, LLC Louisville KY US 124.8 
Chrysalis Ventures Louisville KY US 0.0 
Churchill Financial, LLC Louisville KY US 6.3 
Coats Financial Planning Louisville KY US 0.0 
Commonwealth Financial Advisors, LLC Louisville KY US 28.0 
Context Financial LLC Lexington KY US 14.8 
Cox Planning Service Pllc Paducah KY US 0.0 
Crimson Oak Wealth Management, LLC Lexington KY US 22.2 
Cullinan Associates Inc Louisville KY US 1183.1 
D. Scott Neal, Inc. Lexington KY US 199.1 
Dupree & Company, Inc. Lexington KY US 1407.5 
Dupree Financial Group, LLC Lexington KY US 179.0 
E. S. Barr & Company Lexington KY US 1048.4 
Encompass Financial Advisors LLC Danville KY US 45.5 
Encompass Wealth Management, LLC Princeton KY US 0.0 
Equity Advisors Of Kentucky Inc Waddy KY US 93.5 
Federal Hill Capital Management Bardstown KY US 24.5 
Financial Architects, Inc Louisville KY US 48.6 
First Credit Advisors Louisville KY US 0.0 
First Kentucky Securities Corporation Louisville KY US 189.3 
Focus On Success, LLC Ft. Mitchell KY US 0.0 
Fourth Street Performance Partners, Inc. Covington KY US 4123.2 
Ftj Fundchoice, LLC Hebron KY US 2.2 
G J Kohler Investment Advisors, LLC Prospect KY US 16.8 
Godby Wealth Management, Inc. Somerset KY US 0.0 
Graeter Wealth Advisors, LLC Louisville KY US 80.4 
Harvey Investment Company, LLC Louisville KY US 562.4 
Harvey Investment Company, LLC Louisville KY US 562.4 
Heritage Financial Group, Inc Paducah KY US 4.6 
Hpc Financial Service, LLC Louisville KY US 0.0 
Independent Capital, LLC Lexington KY US 1.0 
Invest Inc. Lexington KY US 18.8 
Investment Answers Louisville KY US 21.3 
Investments & Financial Planning, LLC Lexington KY US 53.9 
Itrust Asset Management, LLC Lexington KY US 82.2 
J. Hagan Warren Capital LP Louisville KY US 12.1 
J.J.B. Hilliard, W.l. Lyons, LLC Louisville KY US 7005.0 
J.j.b. Hilliard, W.l. Lyons, LLC Louisville KY US 7005.0 
Janlyn Capital Louisville KY US 2.9 
Jesse Investment Advisors Inc Louisville KY US 39.5 
Keystone Financial Group, LLC Lexington KY US 302.2 
Lach Financial Louisville KY US 2.4 
Landmark Financial Advisors, LLC Bowling Green KY US 260.8 
Lang Advisors LLC Covington KY US 195.0 
Lang Advisors LLC Covington KY US 195.0 
Lanier Asset Management, LLC Louisville KY US 114.6 
Lawrence J. Botzman Cfp Somerset KY US 0.0 
Lead Point Wealth Management LLC Louisville KY US 4.1 
Legacy Financial Advisors, Inc. Covington KY US 466.5 
Leif Clarke Wealth Management, Inc. Ashland KY US 15.7 
Lexington Investment Company, Inc. Lexington KY US 0.8 
Life Advisors Financial Planning And Wealth Management, LLC Munfordville KY US 6.2 
Lighthouse Capital Management, LLC Bowling Green KY US 1.2 
Linker Capital Management Inc Prospect KY US 63.4 
Lockshield Partners, Inc. Glasgow KY US 63.5 
Mackey Advisors Bellevue KY US 63.2 
Mann Capital Management LLC Florence KY US 10.5 
Mcf Advisors, LLC Covington KY US 1016.5 
Meridian Wealth Management, LLC Lexington KY US 411.8 
Milestones Financial Planning, LLC Mayfield KY US 18.6 
Money Watch Advisors Inc Lexington KY US 136.7 
Moneywise, Inc. Lexington KY US 17.9 
Multi Fund Management Inc Louisville KY US 55.9 
Mwm Advisory Louisville KY US 269.8 
Page Financial Service, LLC Louisville KY US 10.9 
Palmer Capital Management, Inc. Verona KY US 34.3 
Panoptic Financial Group, LLC Bowling Green KY US 2.4 
Parthenon LLC Louisville KY US 595.5 
Parthenon LLC Louisville KY US 595.5 
Pierce Financial Planning, Inc Lexington KY US 0.0 
Pillar Financial Advisors, LLC Louisville KY US 131.6 
Pnc Real Estate Louisville KY US 2101.5 
Principled Wealth Advisors, LLC Covington KY US 0.0 
Private Client Service, LLC Louisville KY US 196.3 
Private Client Service, LLC Louisville KY US 196.3 
Proactive Advisors, LLC Lexington KY US 21.5 
Proactive Wealth Management Lexington KY US 12.0 
Ramsey Quantitative Systems, Inc. Louisville KY US 472.0 
Rcg Capital Management, LLC Louisville KY US 0.0 
Regent Investment Management LLC Louisville KY US 294.3 
Reliable Municipal Advisors, LLC Betsy Layne KY US 0.0 
Reliant Wealth Planning, LLC Louisville KY US 126.3 
Renaissance Investment Management Covington KY US 4448.1 
Research & Portfolio Management Crescent Springs KY US 62.0 
Revolutionary Wealth Management, Corporation. Louisville KY US 3.5 
River Road Asset Management, LLC Louisville KY US 5455.6 
Rivercities Asset Management, LLC Owensboro KY US 48.7 
Riverstone Asset Management, LLC Louisville KY US 61.6 
Russell Capital Management, LLC Lexington KY US 545.3 
Sachs Investment Group Louisville KY US 103.6 
Saling Wealth Advisors Louisville KY US 181.7 
Saling Wealth Advisors Louisville KY US 181.7 
Sortino Advisory Partners, LLC Louisville KY US 143.4 
Spectrum Financial Alliance, Limited., LLC. Nicholasville KY US 148.6 
Stegner Investment Associates Inc Louisville KY US 768.4 
Sterling Financial Group, Limited. Louisville KY US 93.7 
Strategic Wealth Designers, LLC Louisville KY US 36.4 
Tactical Wealth Management Covington KY US 1.2 
Tashari Financial Group, LLC Lexington KY US 0.0 
Tatro Capital, LLC Lexingotn KY US 63.0 
Taylor Advisors, Inc. Louisville KY US 3172.5 
The Gleason Group, Inc. Prospect KY US 194.8 
The Wright Legacy Group, LLC Elizabethtown KY US 20.8 
Thompson Investment Advisors Louisville KY US 31.0 
Todd Asset Management LLC Louisville KY US 3482.4 
Townsend Financial Planning Mt. Sterling KY US 0.0 
Walker Financial Service, Inc. Bowling Green KY US 0.0 
Wallace Hart Capital Management Lexington KY US 0.0 
Waycross Partners, LLC Louisville KY US 51.3 
Wealth Management Advisors, LLC Lexington KY US 5.8 
Wealth Management Of Kentucky, Inc. Lexington KY US 12.4 
Wealthmd Corporation Louisville KY US 113.8 
Winebrenner Capital Management LLC Louisville KY US 100.3 
Witter & Westlake Investments Louisville KY US 8.5 
Wrenne Financial Planning LLC Lexington KY US 7.0 
Your Best Move Inc Bardstown KY US 0.0 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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