Written by investor.com
No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Kentucky in 2024.
Best Firms in Kentucky
Click any column header to sort the table, or click any firm to see a detailed review.
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Absolute Capital Management |
|
$351.5 million | 1,414 | 3 | $248,567 |
| Advance Capital Management |
|
$4.0 billion | 7,015 | 29 | $573,554 |
| Assembly Wealth |
|
$369.0 million | 255 | 6 | $1.4 million |
| Astor Investment Management |
|
$261.4 million | 519 | 4 | $503,753 |
| Atlas Brown |
|
$455.2 million | 440 | 7 | $1.0 million |
| Ballast |
|
$543.9 million | 434 | 7 | $1.3 million |
| Buckingham Capital Management |
|
$911.0 million | 1,286 | 14 | $708,392 |
| Campion Asset Management |
|
$189.1 million | 105 | 2 | $1.8 million |
| Capwealth Advisors |
|
$1.4 billion | 834 | 1 | $1.6 million |
| Cincinnati Asset Management |
|
$2.4 billion | 6,312 | 8 | $378,975 |
| Clark Capital Management Group |
|
$25.9 billion | 30,934 | 24 | $838,262 |
| Consolidated Planning Corporation |
|
$1.6 billion | 2,174 | 22 | $724,750 |
| Cookson Peirce Wealth Management |
|
$1.9 billion | 920 | 17 | $2.1 million |
| Coordinated Financial Planning Corp |
|
$273.1 million | 367 | 4 | $744,233 |
| Corda Investment Management |
|
$1.6 billion | 1,315 | 22 | $1.2 million |
| Cornerstone Wealth Management |
|
$421.0 million | 404 | 5 | $1.0 million |
| Csenge Advisory Group |
|
$2.8 billion | 5,630 | 76 | $488,978 |
 Dash Investments
|
|
$427.1 million | 365 | 5 | $1.2 million |
| Decker Wealth Management |
|
$360.9 million | 290 | 7 | $1.2 million |
| EP Wealth Advisors |
|
$22.3 billion | 13,185 | 195 | $1.7 million |
| Estabrook Capital Management |
|
$863.7 million | 794 | 5 | $1.1 million |
| First Mason Financial |
|
$139.9 million | 352 | 1 | $397,403 |
| Flexible Plan Investments |
|
$1.4 billion | 11,773 | 6 | $120,660 |
| Foster & Motley |
|
$2.3 billion | 861 | 20 | $2.6 million |
| Fourth Street Performance Partners |
|
$4.8 billion | 107 | 4 | $45.2 million |
| Frazier Financial Advisors |
|
$767.9 million | 666 | 8 | $1.2 million |
| Freedom Investment Management |
|
$2.0 billion | 9,859 | 17 | $204,068 |
| Frontier Asset Management |
|
$5.7 billion | 3,671 | 14 | $1.6 million |
| Fund Advisors of America |
|
$106.1 million | 312 | 3 | $340,214 |
| Future Capital |
|
$962.5 million | 12,768 | 2 | $75,386 |
| Garrison Asset Management |
|
$314.2 million | 292 | 2 | $1.1 million |
| George Mckelvey Co |
|
$1.0 billion | 691 | 9 | $1.5 million |
| Geowealth Management |
|
$12.3 billion | 49,816 | 20 | $247,576 |
| Godsey & Gibb Wealth Management |
|
$1.3 billion | 799 | 9 | $1.6 million |
| Gold Coast Wealth Management |
|
$386.3 million | 122 | 2 | $3.2 million |
| Grimes & Company |
|
$4.9 billion | 3,599 | 30 | $1.3 million |
| Guidestream Financial |
|
$202.9 million | 795 | 5 | $255,269 |
| Harvest Financial Advisors |
|
$468.5 million | 380 | 5 | $1.2 million |
| HCM Wealth Advisors |
|
$909.1 million | 753 | 8 | $1.2 million |
| Hendley & Co |
|
$400.6 million | 309 | 2 | $1.3 million |
| HMS Investment Advisors |
|
$230.2 million | 155 | 6 | $1.5 million |
| IAG Wealth Partners |
|
$1.3 billion | 2,070 | 13 | $644,241 |
| ITS Asset Management |
|
$269.4 million | 844 | 2 | $319,241 |
| JAG Capital Management |
|
$1.6 billion | 895 | 13 | $1.7 million |
| John G. Ullman & Associates |
|
$1.3 billion | 1,009 | 19 | $1.3 million |
| Kessler Investment Group |
|
$234.8 million | 485 | 3 | $484,073 |
| Keystone Financial Group |
|
$1.5 billion | 5,260 | 33 | $287,020 |
| Latitude Advisors |
|
$340.4 million | 1,502 | 74 | $226,625 |
| LOC Investment Advisers |
|
$708.2 million | 888 | 6 | $797,576 |
| LVZ |
|
$874.6 million | 2,415 | 14 | $362,171 |
| Lynch & Associates |
|
$655.7 million | 632 | 7 | $1.0 million |
| Mainstay Capital Management |
|
$3.9 billion | 3,557 | 14 | $1.1 million |
| Market Street Wealth Management Advisors |
|
$571.8 million | 402 | 8 | $1.4 million |
| Matson Money |
|
$19.6 billion | 30,605 | 9 | $641,967 |
| Mench Financial |
|
$126.7 million | 236 | 3 | $536,935 |
| Meridian Investment Advisors |
|
$568.1 million | 653 | 3 | $869,950 |
| Merit Financial Advisors |
|
$7.3 billion | 11,475 | 139 | $631,994 |
| Miller Tabak Asset Management |
|
$1.3 billion | 1,110 | 1 | $1.2 million |
| Modera Wealth Management |
|
$12.5 billion | 5,684 | 106 | $2.2 million |
| Optimum Investment Advisors |
|
$287.6 million | 232 | 5 | $1.2 million |
| Opus Capital Management |
|
$1.1 billion | 387 | 3 | $2.7 million |
| Palouse Capital Management |
|
$228.6 million | 738 | 3 | $309,773 |
| Parallel Advisors |
|
$7.1 billion | 3,658 | 63 | $1.9 million |
| Patten and Patten |
|
$1.9 billion | 709 | 4 | $2.7 million |
| PDS Planning |
|
$1.4 billion | 599 | 7 | $2.3 million |
| Peloton Capital Management |
|
$263.1 million | 138 | 3 | $1.9 million |
| Perigon Wealth Management |
|
$6.9 billion | 3,744 | 72 | $1.9 million |
| Praetorian Guard, A Division of Praetorian Wealth Management |
|
$427.9 million | 375 | 6 | $1.1 million |
| Pure Financial Advisors |
|
$6.3 billion | 4,975 | 56 | $1.3 million |
| Rebalance |
|
$1.3 billion | 673 | 8 | $2.0 million |
| Sage Advisory Services CO |
|
$22.7 billion | 8,128 | 38 | $2.8 million |
| Seven Springs Wealth Group |
|
$765.1 million | 218 | 6 | $3.5 million |
| Shoker Investments |
|
$385.1 million | 193 | 2 | $2.0 million |
| Shufro, Rose & Co |
|
$2.0 billion | 1,269 | 9 | $1.6 million |
| Sigfig Wealth Management |
|
$2.8 billion | 79,642 | 4 | $35,120 |
| Slavic Mutual Funds Management Corp |
|
$5.6 billion | 1,098 | 13 | $5.1 million |
| SMI Advisory Services |
|
$777.0 million | 928 | 5 | $837,284 |
| Smith Anglin Financial |
|
$1.6 billion | 1,254 | 16 | $1.3 million |
| Smith Salley Wealth Management |
|
$3.1 billion | 875 | 16 | $3.5 million |
| Sortino Advisory Partners |
|
$211.6 million | 158 | 2 | $1.3 million |
| Stack Financial Management |
|
$1.8 billion | 860 | 10 | $2.1 million |
| Stadion Money Management |
|
$2.3 billion | 50,984 | 15 | $45,756 |
| Stegner Investment Associates |
|
$2.1 billion | 224 | 4 | $9.5 million |
| Summit Financial Strategies |
|
$1.8 billion | 948 | 17 | $1.9 million |
| SYM Financial Advisors |
|
$4.1 billion | 1,660 | 29 | $2.4 million |
| Symmetry Partners |
|
$5.9 billion | 11,453 | 15 | $513,352 |
| Tandem Investment Advisors |
|
$3.2 billion | 9,811 | 9 | $330,206 |
| Targeted Financial Services |
|
$282.6 million | 388 | 3 | $728,452 |
| The Joseph Group Capital Management |
|
$811.7 million | 768 | 9 | $1.1 million |
| The Mather Group |
|
$10.5 billion | 4,245 | 91 | $2.5 million |
| TOM Johnson Investment Management |
|
$1.5 billion | 5,627 | 6 | $267,561 |
| Traynor Capital Management |
|
$1.2 billion | 1,003 | 4 | $1.2 million |
| Trebuchet Consulting |
|
$799.3 million | 296 | 4 | $2.7 million |
| Truepoint |
|
$4.9 billion | 1,807 | 36 | $2.7 million |
| Values First Advisors |
|
$190.1 million | 969 | 8 | $196,156 |
| Wealth Dimensions Group |
|
$857.9 million | 676 | 10 | $1.3 million |
| Wealthcare Capital Management |
|
$2.6 billion | 4,611 | 34 | $559,518 |
| Wealthquest Corporation |
|
$1.8 billion | 1,552 | 12 | $1.2 million |
Find a financial advisor in Kentucky
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More Top Firms by State
Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Kentucky 2024.
Firm has:
- Jurisdiction in Kentucky
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.