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.
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 604 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 22 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | 119300 | $13,299,593,000 | 129 | A percentage of AUM, Fixed fees |
RIVER ROAD ASSET MANAGEMENT, LLC 462 South Fourth Street, Suite 2000 Louisville, KY, 40202-3466 | 134918 | $9,805,039,823 | 115 | A percentage of AUM, Performance Based |
FOURTH STREET PERFORMANCE PARTNERS, INC. 211 Garrard Street, Covington, KY, 41011 | 107339 | $5,641,801,141 | 121 | A percentage of AUM, Fixed fees |
ARGI INVESTMENT SERVICES, LLC 2201 High Wickham Place, Louisville, KY, 40245 | 151916 | $4,832,854,403 | 13620 | A percentage of AUM, Fixed fees, Other (PORTFOLIO SIGNALS, FIXED SUBSCRIPTION FEE.) |
TODD ASSET MANAGEMENT LLC 101 South 5th Street, Suite 3100 Louisville, KY, 40202 | 109473 | $4,484,132,252 | 103 | A percentage of AUM, Fixed fees |
MCF ADVISORS, LLC 50 E. Rivercenter Blvd.,, Suite 300 Covington, KY, 41011 | 130372 | $2,695,572,757 | 4303 | A percentage of AUM, Hourly charges, Fixed fees |
RENAISSANCE INVESTMENT MANAGEMENT 50 E. Rivercenter Blvd., Suite 1200 Covington, KY, 41011 | 105916 | $2,557,705,746 | 998 | A percentage of AUM |
PNC REAL ESTATE 101 South Fifth Street, 7th Floor Louisville, KY, 40202 | 172753 | $2,431,401,674 | 58 | Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.) |
CULLINAN ASSOCIATES, INC. 295 N. Hubbards Lane, Suite 203 Louisville, KY, 40207 | 108340 | $2,030,571,526 | 894 | A percentage of AUM, Fixed fees |
MERIDIAN WEALTH MANAGEMENT, LLC 250 West Main Street, Suite 3150 Lexington, KY, 40507 | 151523 | $1,882,680,182 | 3399 | A percentage of AUM, Hourly charges, Fixed fees |
MIDDLEGROUND MANAGEMENT, LP 1500 Aristides Blvd., Lexington, KY, 40507 | 297235 | $1,822,334,713 | 9 | A percentage of AUM, Performance Based |
E. S. BARR & COMPANY 1999 Richmond Road, Suite 1b Lexington, KY, 40502 | 107447 | $1,748,846,704 | 855 | A percentage of AUM, Performance Based |
STEGNER INVESTMENT ASSOCIATES INC 233 Breckenridge Lane, Louisville, KY, 40207 | 107480 | $1,712,697,257 | 702 | A percentage of AUM, Fixed fees |
DUPREE & COMPANY, INC. 125 South Mill St Ste 100, Lexington, KY, 40507 | 1697 | $1,393,114,546 | 1 | A percentage of AUM |
KEYSTONE FINANCIAL GROUP, LLC 527 Wellington Way, Ste 225, Lexington, KY, 40503 | 170201 | $1,238,389,104 | 4765 | A percentage of AUM, Hourly charges, Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
Brandon Fraley Inquire with Brandon | 444 East Main St, Ste 111 Lexington, KY 40507 | 859-231-9525 |
Bradshaw & Weil Wealth Management Inquire with Bradshaw | 621 Broadway, Paducah, KY 42001 | 270-444-7291 |
Anne E Bolton Inquire with Anne | 444 East Main St, Ste 111 Lexington, KY 40507 | 859-231-9550 |
Barr Investment Group Inquire with Barr | 7315 Lou Post Road, Crestwood, KY 40014 | 502-855-3416 |
Brandon L. Luttrell Inquire with Brandon | 400 West Market St, Ste 2500 Louisville, KY 40202 | 502-562-5120 |
Amy Spivey Inquire with Amy | 444 East Main St, Ste 111 Lexington, KY 40507 | 859-231-9529 |
Bob Phelps Inquire with Bob | 400 West Market St, Ste 2500 Louisville, KY 40202 | 502-562-5142 |
180 Financial Consulting, LLC Inquire with 180 | 2171 Beil Rd, Burlington, KY 41005 | 859-586-9448 |
Amy Wiitala Inquire with Amy | 13151 Magisterial Dr, Ste 101-A Louisville, KY 40223 | 502-423-7073 |
Bob Schneider Inquire with Bob | 4969 US Highway 42, Suite 1200 Louisville, KY 40222 | 502-394-4025 |
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