National Retirement Planning Experts

National Coverage
Local Professionals

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 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.

List of Qualified Financial Advisors in Kentucky

advisor-photo

Brent T. Boden

Savvy Wealth

3008 Lindsey Drive

Edgewood, KY 41017

513-278-5045

advisor-photo

John York

ProActive Advisors

836 Euclid Avenue (suite 306)

Lexington, KY 40502

859-263-1117

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 $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 Financial Advisors in Kentucky

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone 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

Select other cities around Kentucky to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors