Data / Investment advisers / Serving corporations and other businesses / Kentucky
Investment advisers in Kentucky serving corporations and other businesses: 33 firms
33 SEC registered investment advisers with a main office in Kentucky report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $975 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is MCF Advisors, LLC.
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- 33Advisers
- $975 millionAUM from this client type
- 32Advisers over $100 million
- November 2, 2026File date
Advisers in Kentucky serving corporations and other businesses
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| MCF Advisors, LLC | Lexington | 8 | $128.6 million | $4.68 billion | adviserinfo.sec.gov |
| River Road Asset Management, LLC | Louisville | Fewer than 5 | $127.9 million | $9.85 billion | adviserinfo.sec.gov |
| Renaissance Investment Management | Covington | 3 | $109.6 million | $2.91 billion | adviserinfo.sec.gov |
| Cullinan Associates, Inc. | Louisville | 19 | $88.2 million | $1.48 billion | adviserinfo.sec.gov |
| E. S. Barr & Company | Lexington | 14 | $87.4 million | $2.22 billion | adviserinfo.sec.gov |
| Parthenon LLC | Louisville | 9 | $66.9 million | $1.22 billion | adviserinfo.sec.gov |
| Barlow Wealth Partners, LLC | Louisville | 18 | $64.3 million | $1.35 billion | adviserinfo.sec.gov |
| Asio Capital LLC | Lexington | 10 | $60.6 million | $805.1 million | adviserinfo.sec.gov |
| Saling Wealth Advisors | Louisville | 2 | $38.2 million | $617.7 million | adviserinfo.sec.gov |
| Keystone Financial Group, LLC | Lexington | 13 | $30.1 million | $2.34 billion | adviserinfo.sec.gov |
| Journey Advisory Group, LLC | Covington | 10 | $24.7 million | $1.65 billion | adviserinfo.sec.gov |
| Owen Larue Financial Group | Elizabethtown | 8 | $23.6 million | $458.9 million | adviserinfo.sec.gov |
| Principled Wealth Advisors, LLC | Covington | 5 | $21 million | $252.1 million | adviserinfo.sec.gov |
| Access Wealth Management, LLC | Louisville | 17 | $20.7 million | $357.7 million | adviserinfo.sec.gov |
| Riverstone Asset Management, LLC | Louisville | Fewer than 5 | $15.2 million | $103 million | adviserinfo.sec.gov |
| Centerline Wealth Advisors, LLC | Louisville | 7 | $9.1 million | $326 million | adviserinfo.sec.gov |
| The Gleason Group, Inc. | Prospect | 4 | $8.9 million | $1.61 billion | adviserinfo.sec.gov |
| Meridian Wealth Management, LLC | Lexington | 32 | $8 million | $4.98 billion | adviserinfo.sec.gov |
| Private Client Services, LLC | Louisville | 7 | $7.2 million | $1.38 billion | adviserinfo.sec.gov |
| Castellan | Louisville | Fewer than 5 | $7.1 million | $882.2 million | adviserinfo.sec.gov |
| Winebrenner Capital Management LLC | Louisville | 19 | $5 million | $260.5 million | adviserinfo.sec.gov |
| FWG Investments, LLC | Lexington | 5 | $4.4 million | $349 million | adviserinfo.sec.gov |
| Waycross Partners, LLC | Louisville | 3 | $3.9 million | $1.18 billion | adviserinfo.sec.gov |
| Legacy Financial Independent Advisors LLC | Louisville | 8 | $3.9 million | $484 million | adviserinfo.sec.gov |
| Stegner Investment Associates Inc | Louisville | Fewer than 5 | $3 million | $2.77 billion | adviserinfo.sec.gov |
| Jennings & Associates Financial Advisors, LLC | Paducah | 8 | $2.9 million | $240.1 million | adviserinfo.sec.gov |
| Harvey Investment Company, LLC | Louisville | Fewer than 5 | $2.9 million | $1.03 billion | adviserinfo.sec.gov |
| First Kentucky Securities Corp | Louisville | 2 | $849,828 | $566 million | adviserinfo.sec.gov |
| Atlas Brown | Louisville | 6 | $479,718 | $605.2 million | adviserinfo.sec.gov |
| Dmlo Wealth Planning, LLC | Louisville | 2 | $60,892 | $30.4 million | adviserinfo.sec.gov |
| Q2 Wealth Management | Lexington | 1 | $51,121 | $123.5 million | adviserinfo.sec.gov |
| Advantage Investment Management | Louisville | 4 | $31,747 | $215.4 million | adviserinfo.sec.gov |
| Pillar Financial Advisors, LLC | Louisville | Fewer than 5 | $18,554 | $357.9 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.