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Find The Best Financial Advisors in Louisville, Kentucky
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Louisville, Kentucky
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Louisville, Kentucky, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 40 non-vetted financial advisors in Louisville, Kentucky, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Louisville, Kentucky have an average of 24 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 Louisville, Kentucky
502-254-1030
Top Financial Advisor Firms in Louisville, Kentucky (Ranked by AUM)
| 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 | $16,780,521,000 | 147 | A percentage of AUM, Fixed fees |
| RIVER ROAD ASSET MANAGEMENT, LLC 462 South Fourth Street, Suite 2000 Louisville, KY, 40202-3466 | 134918 | $7,678,048,654 | 93 | A percentage of AUM, Performance Based |
| TODD ASSET MANAGEMENT LLC 101 South 5th Street, Suite 3100 Louisville, KY, 40202 | 109473 | $4,469,969,570 | 105 | A percentage of AUM, Fixed fees |
| PNC REAL ESTATE 101 South Fifth Street, 7th Floor Louisville, KY, 40202 | 172753 | $3,257,395,486 | 67 | Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.) |
| STEGNER INVESTMENT ASSOCIATES INC 233 Breckenridge Lane, Louisville, KY, 40207 | 107480 | $2,119,435,054 | 744 | A percentage of AUM, Fixed fees |
| CULLINAN ASSOCIATES, INC. 295 N. Hubbards Lane, Suite 203 Louisville, KY, 40207 | 108340 | $1,854,292,560 | 943 | A percentage of AUM, Fixed fees |
| BARLOW WEALTH PARTNERS, LLC 3700 Brownsboro Road, Louisville, KY, 40207 | 325308 | $1,215,744,287 | 1404 | A percentage of AUM, Hourly charges, Fixed fees |
| PARTHENON LLC 435 N. Whittington Parkway, Suite 180 Louisville, KY, 40222 | 107794 | $1,120,457,850 | 470 | A percentage of AUM, Performance Based |
| HARVEY INVESTMENT COMPANY, LLC 297 North Hubbards Lane, Suite 102 Louisville, KY, 40207 | 110482 | $913,288,498 | 264 | A percentage of AUM, Fixed fees |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC 500 N. Hurstbourne Parkway, Suite 120 Louisville, KY, 40222 | 165474 | $900,767,493 | 22963 | A percentage of AUM, Hourly charges |
| KPP ADVISORY SERVICES LLC 9300 Shelbyville Rd., Suite 1310 Louisville, KY, 40222 | 289507 | $874,251,636 | 3405 | A percentage of AUM, Hourly charges, Fixed fees |
| PRIVATE CLIENT SERVICES, LLC 2225 Lexington Road, Louisville, KY, 40206 | 120222 | $845,810,789 | 2890 | A percentage of AUM, Hourly charges, Fixed fees |
| RAMSEY QUANTITATIVE SYSTEMS, INC. 1515 Ormsby Station Court, Louisville, KY, 40223 | 175257 | $836,579,864 | 53 | A percentage of AUM, Performance Based |
| FIRST KENTUCKY SECURITIES CORP 4360 Brownsboro Road, Suite 300 Louisville, KY, 40207 | 7524 | $678,564,542 | 1757 | A percentage of AUM, Hourly charges, Fixed fees, Other (COMMISSIONS FOR FIXED INCOME PRINCIPAL TRANSACTIONS) |
| ALEXANDER INVESTMENT SERVICES CO. 909 Lily Creek Road #101, Louisville, KY, 40243-2808 | 1037 | $641,355,878 | 1242 | A percentage of AUM, Fixed fees |
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