Investment advisers in Kentucky
86 SEC-registered advisers with a main office in Kentucky, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| Dynamic Market Advantage, LLC | Louisville | $288.8M | — |
| Investments & Financial Planning, LLC | Lexington | $278.4M | — |
| Magnate Advisory Services, LLC | Louisville | $260.9M | — |
| J. Hagan Capital, Inc. | Louisville | $260.9M | — |
| Wallace Hart LLC | Lexington | $255.6M | 1 |
| Principled Wealth Advisors, LLC | Covington | $252.1M | — |
| Russell Capital Management, LLC | Lexington | $251.5M | — |
| Fwg Investments, LLC | Lexington | $250.1M | — |
| Lockshield Partners, Inc. | Glasgow | $245.8M | — |
| Churchill Financial Advisors, LLC | Louisville | $243.8M | — |
| Winebrenner Capital Management LLC | Louisville | $243.2M | 4 |
| Wrenne Financial Planning LLC | Lexington | $231.3M | — |
| Wealthmd Corporation | Louisville | $212.9M | — |
| Jennings & Associates Financial Advisors, LLC | Paducah | $208.4M | — |
| Garton and Associates Financial Advisors LLC | Louisville | $184.9M | — |
| Blvd Private Wealth, LLC | Prospect | $174.5M | — |
| Itrust Asset Management, LLC | Lexington | $174.3M | — |
| Wealth Management of the Bluegrass, LLC. | Lexington | $167.4M | — |
| J.d.t. Inc | Lexington | $158.7M | — |
| Waycross GP LLC | Louisville | $156.1M | — |
| Lanier Asset Management, LLC | Louisville | $139.8M | 3 |
| McW Financial, Inc. | Crescent Springs | $134.7M | — |
| The Wealth Advisory Team, LLC | Bellevue | $130.7M | — |
| Townsend Financial Planning, LLC | Mt. Sterling | $130.5M | — |
| Equity Advisors of Kentucky Inc | Lexington | $125M | — |
| Mercurio & Associates Inc. | Louisville | $123.2M | — |
| Abri LLC | Lexington | $114.4M | — |
| Lfg Wealth Partners, LLC | Elizabethtown | $112M | — |
| Q2 Wealth Management LLC | Lexington | $107.9M | — |
| Graeter Wealth Advisors, LLC | Louisville | $104.9M | — |
| Access Real Estate, LLC | Louisville | $63.4M | 4 |
| Hafele Investments, Inc. | Louisville | $57.7M | 9 |
| Connetic RIA LLC | Covington | $38.6M | — |
| Dmlo Wealth Planning, LLC | Louisville | $21.9M | — |
| Vf Advisors, LLC | Louisville | — | — |
| Off Camber Creative LLC | Prospect | — | — |