Investment advisers in Kentucky
86 SEC-registered advisers with a main office in Kentucky, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| Mai, Inc. | Lexington | $329.7M | — |
| Centerline Wealth Advisors, LLC | Louisville | $326M | — |
| Investments & Financial Planning, LLC | Lexington | $318.7M | — |
| Family Wealth Planning Partners LLC | Louisville | $317.4M | — |
| Magnate Advisory Services, LLC | Louisville | $314.1M | — |
| Ricketts Financial, LLC | Louisville | $314M | — |
| Lockshield Partners, Inc. | Glasgow | $290.6M | — |
| Russell Capital Management, LLC | Lexington | $275M | — |
| Demeter Tactical Investments Corp. | Prospect | $265.3M | 5 |
| Wallace Hart LLC | Lexington | $264M | 1 |
| Winebrenner Capital Management LLC | Louisville | $260.5M | 4 |
| Principled Wealth Advisors, LLC | Covington | $252.1M | — |
| Wealthmd Corporation | Louisville | $250.5M | — |
| Jennings & Associates Financial Advisors, LLC | Paducah | $240.1M | — |
| Blvd Private Wealth, LLC | Prospect | $220.4M | — |
| Garton and Associates Financial Advisors LLC | Louisville | $215.4M | — |
| Itrust Asset Management, LLC | Lexington | $211.9M | — |
| Lfg Wealth Partners, LLC | Elizabethtown | $190.7M | — |
| Wealth Management of the Bluegrass, LLC. | Lexington | $186.7M | — |
| J.d.t. Inc | Lexington | $164.6M | — |
| McW Financial, Inc. | Crescent Springs | $160.8M | — |
| Waycross GP LLC | Louisville | $156.1M | 3 |
| Vf Advisors, LLC | Louisville | $150M | 1 |
| Townsend Financial Planning, LLC | Mt. Sterling | $148.3M | — |
| The Wealth Advisory Team, LLC | Bellevue | $147M | — |
| Lanier Asset Management, LLC | Louisville | $141.7M | 3 |
| Equity Advisors of Kentucky Inc | Lexington | $141.6M | — |
| Mercurio & Associates Inc. | Louisville | $141.1M | — |
| Q2 Wealth Management LLC | Lexington | $123.5M | — |
| Abri LLC | Lexington | $114.4M | — |
| Graeter Wealth Advisors, LLC | Louisville | $104.9M | — |
| Access Real Estate, LLC | Louisville | $63.4M | 4 |
| Hafele Investments, Inc. | Louisville | $57.7M | 9 |
| Connetic RIA LLC | Covington | $41.3M | 1 |
| Dmlo Wealth Planning, LLC | Louisville | $30.4M | — |
| Off Camber Creative LLC | Prospect | — | — |