Adviser Record

Investment advisers in Louisville, KY

44 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in KY

FirmAssetsEmployeesDisclosures
River Road Asset Management, LLC$9.85 billion460
Todd Asset Management LLC$6.18 billion180
Pnc Real Estate$3.55 billion1866
Stegner Investment Associates Inc$2.77 billion100
Cullinan Associates, Inc.$1.48 billion170
Strategic Wealth Investment Group, LLC$1.38 billion880
Private Client Services, LLC$1.38 billion602
Barlow Wealth Partners, LLC$1.35 billion60
Kpp Advisory Services LLC$1.24 billion370
Parthenon LLC$1.22 billion71
Waycross Partners, LLC$1.18 billion130
Harvey Investment Company, LLC$1.03 billion47
Castellan$882.2 million80
Ramsey Quantitative Systems, Inc.$691.4 million200
Saling Wealth Advisors$617.7 million110
Atlas Brown$605.2 million90
Reliant Wealth Planning, LLC$595.2 million130
First Kentucky Securities Corp$566.0 million197
Aristides Capital LLC$541.4 million113
Churchill Financial Advisors, LLC$522.9 million50
Alexander Investment Services Co.$496.3 million121
Legacy Financial Independent Advisors LLC$484.0 million80
Retirement Planning Solutions, LLC$467.0 million100
Guidance Capital, Inc.$449.8 million100
Dynamic Market Advantage, LLC$361.9 million40
Pillar Financial Advisors, LLC$357.9 million60
Access Wealth Management, LLC$357.7 million50
J. Hagan Capital, Inc.$341.8 million121
Centerline Wealth Advisors, LLC$326.0 million80
Family Wealth Planning Partners$317.4 million80
Magnate Advisory Services, LLC$314.1 million72
Ricketts Financial, LLC$314.0 million30
Winebrenner Capital Management LLC$260.5 million90
Wealthmd Corporation$250.5 million40
Advantage Investment Management$215.4 million100
Waycross Gp, LLC$156.1 million120
Vf Advisors, LLC$150.0 million100
Lanier Asset Management, LLC$141.7 million20
Mercurio Wealth Advisors$141.1 million110
Graeter Wealth Advisors, LLC$104.9 million30
Riverstone Asset Management, LLC$103.0 million20
Access Real Estate, LLC$63.4 million10
Hafele Investments$57.7 million40
Dmlo Wealth Planning, LLC$30.4 million90