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Find The Best Financial Advisors in Kentucky

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Kentucky

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Kentucky, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Kentucky, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Kentucky have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Kentucky

advisor-photo

Mark Josaitis

Barnwood Capital Management

859-279-3361

advisor-photo

Tom Nemec

Edelman Financial Engines, LLC

513-619-5794

Top Financial Advisor Firms in Kentucky (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
700 North Hurstbourne Pkwy, Suite 110
Louisville, KY, 40222
119300 $14,542,535,000 140 A Percentage of AUM, Fixed Fees
RIVER ROAD ASSET MANAGEMENT, LLC
462 South Fourth Street, Suite 2000
Louisville, KY, 40202-3466
134918 $7,802,138,241 111 A Percentage of AUM, Performance Based
ARGI INVESTMENT SERVICES, LLC
2201 High Wickham Place,
Louisville, KY, 40245
151916 $4,569,619,524 15255 A Percentage of AUM, Fixed Fees, Other (PORTFOLIO SIGNALS, FIXED SUBSCRIPTION FEE.)
FOURTH STREET PERFORMANCE PARTNERS, INC.
211 Garrard Street,
Covington, KY, 41011
107339 $4,512,203,227 108 A Percentage of AUM, Fixed Fees
TODD ASSET MANAGEMENT LLC
101 South 5th Street, Suite 3100
Louisville, KY, 40202
109473 $3,974,646,909 108 A Percentage of AUM, Fixed Fees
PNC REAL ESTATE
101 South Fifth Street, 7th Floor
Louisville, KY, 40202
172753 $2,877,572,823 63 Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)
MIDDLEGROUND CAPITAL
1500 Aristides Blvd.,
Lexington, KY, 40511
297235 $2,858,053,570 14 A Percentage of AUM, Performance Based
MCF ADVISORS, LLC
50 E. Rivercenter Blvd.,, Suite 300
Covington, KY, 41011
130372 $2,325,163,035 4178 A Percentage of AUM, Hourly charges, Fixed Fees
RENAISSANCE INVESTMENT MANAGEMENT
50 E. Rivercenter Blvd., Suite 1200
Covington, KY, 41011
105916 $2,154,710,841 1099 A Percentage of AUM
MERIDIAN WEALTH MANAGEMENT, LLC
100 W Main Street, Suite 450
Lexington, KY, 40507
151523 $2,065,789,407 5930 A Percentage of AUM, Hourly charges, Fixed Fees
CULLINAN ASSOCIATES, INC.
295 N. Hubbards Lane, Suite 203
Louisville, KY, 40207
108340 $1,857,130,925 942 A Percentage of AUM, Fixed Fees
STEGNER INVESTMENT ASSOCIATES INC
233 Breckenridge Lane,
Louisville, KY, 40207
107480 $1,728,294,955 730 A Percentage of AUM, Fixed Fees
KPP ADVISORY SERVICES LLC
9300 Shelbyville Rd., Suite 1310
Louisville, KY, 40222
289507 $1,476,243,973 2744 A Percentage of AUM, Hourly charges, Fixed Fees
E. S. BARR & COMPANY
1999 Richmond Road, Suite 1b
Lexington, KY, 40502
107447 $1,408,973,691 848 A Percentage of AUM, Performance Based
KEYSTONE FINANCIAL GROUP, LLC
527 Wellington Way, Ste 225,
Lexington, KY, 40503
170201 $1,243,093,426 5191 A Percentage of AUM, Hourly charges, Fixed Fees

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