Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Louisville, KY
43 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01
All advisers in KY
Firm
Assets
Employees
Disclosures
River Road Asset Management, LLC
$9.85 billion
46
0
Todd Asset Management LLC
$6.18 billion
18
0
Pnc Real Estate
$3.55 billion
186
6
Stegner Investment Associates Inc
$2.77 billion
10
0
Cullinan Associates, Inc.
$1.48 billion
17
0
Strategic Wealth Investment Group, LLC
$1.38 billion
88
0
Private Client Services, LLC
$1.38 billion
60
2
Barlow Wealth Partners, LLC
$1.35 billion
6
0
Kpp Advisory Services LLC
$1.24 billion
29
0
Parthenon LLC
$1.22 billion
7
1
Waycross Partners, LLC
$1.18 billion
13
0
Harvey Investment Company, LLC
$1.03 billion
4
7
Castellan
$882.2 million
8
0
Ramsey Quantitative Systems, Inc.
$691.4 million
20
0
Saling Wealth Advisors
$617.7 million
11
0
Atlas Brown
$605.2 million
9
0
Reliant Wealth Planning, LLC
$595.2 million
13
0
Alexander Investment Services Co.
$576.8 million
21
1
First Kentucky Securities Corp
$566.0 million
19
7
Aristides Capital LLC
$541.4 million
11
3
Churchill Financial Advisors, LLC
$522.9 million
5
0
Legacy Financial Independent Advisors LLC
$484.0 million
8
0
Retirement Planning Solutions, LLC
$467.0 million
10
0
Guidance Capital, Inc.
$449.8 million
10
0
Dynamic Market Advantage, LLC
$361.9 million
4
0
Pillar Financial Advisors, LLC
$357.9 million
6
0
Access Wealth Management, LLC
$357.7 million
5
0
J. Hagan Capital, Inc.
$341.8 million
14
2
Centerline Wealth Advisors, LLC
$326.0 million
8
0
Family Wealth Planning Partners
$317.4 million
8
0
Magnate Advisory Services, LLC
$314.1 million
7
2
Ricketts Financial, LLC
$314.0 million
3
0
Winebrenner Capital Management LLC
$260.5 million
9
0
Wealthmd Corporation
$250.5 million
4
0
Advantage Investment Management
$215.4 million
10
0
Waycross Gp, LLC
$156.1 million
12
0
Vf Advisors, LLC
$150.0 million
10
0
Mercurio Wealth Advisors
$141.1 million
11
0
Graeter Wealth Advisors, LLC
$104.9 million
3
0
Riverstone Asset Management, LLC
$103.0 million
2
0
Access Real Estate, LLC
$63.4 million
1
0
Hafele Investments
$57.7 million
4
0
Dmlo Wealth Planning, LLC
$30.4 million
9
0