Data / Investment advisers / Serving high net worth individuals / Kentucky
Investment advisers in Kentucky serving high net worth individuals: 71 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
71 SEC registered investment advisers with a main office in Kentucky report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $31.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Meridian Wealth Management, LLC.
The request: Every investment adviser in Kentucky that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 71Advisers
- $31.4 billionAUM from this client type
- 70Advisers over $100 million
- November 2, 2026File date
Advisers in Kentucky serving high net worth individuals
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 |
|---|
| Meridian Wealth Management, LLC | Lexington | 1,022 | $3.45 billion | $4.98 billion | adviserinfo.sec.gov |
| MCF Advisors, LLC | Lexington | 648 | $2.18 billion | $4.68 billion | adviserinfo.sec.gov |
| E. S. Barr & Company | Lexington | 270 | $1.74 billion | $2.22 billion | adviserinfo.sec.gov |
| The Gleason Group, Inc. | Prospect | 136 | $1.53 billion | $1.61 billion | adviserinfo.sec.gov |
| Journey Advisory Group, LLC | Covington | 337 | $1.44 billion | $1.65 billion | adviserinfo.sec.gov |
| Legacy Financial Advisors, Inc. | Covington | 482 | $1.34 billion | $1.52 billion | adviserinfo.sec.gov |
| Barlow Wealth Partners, LLC | Louisville | 312 | $1.25 billion | $1.35 billion | adviserinfo.sec.gov |
| Keystone Financial Group, LLC | Lexington | 464 | $1.19 billion | $2.34 billion | adviserinfo.sec.gov |
| Cullinan Associates, Inc. | Louisville | 293 | $1.17 billion | $1.48 billion | adviserinfo.sec.gov |
| Parthenon LLC | Louisville | 219 | $1.07 billion | $1.22 billion | adviserinfo.sec.gov |
| Harvey Investment Company, LLC | Louisville | 163 | $902 million | $1.03 billion | adviserinfo.sec.gov |
| Spectrum Financial Alliance, LTD., L.L.C. | Nicholasville | 287 | $676.8 million | $813 million | adviserinfo.sec.gov |
| Castellan | Louisville | 12 | $650.9 million | $882.2 million | adviserinfo.sec.gov |
| Ballast, Inc. | Lexington | 217 | $627 million | $751.5 million | adviserinfo.sec.gov |
| Asio Capital LLC | Lexington | 126 | $591.1 million | $805.1 million | adviserinfo.sec.gov |
| Stegner Investment Associates Inc | Louisville | 101 | $571.6 million | $2.77 billion | adviserinfo.sec.gov |
| Saling Wealth Advisors | Louisville | 119 | $530.8 million | $617.7 million | adviserinfo.sec.gov |
| Churchill Financial Advisors, LLC | Louisville | 45 | $512.5 million | $522.9 million | adviserinfo.sec.gov |
| KPP Advisory Services LLC | Louisville | 318 | $511.6 million | $1.24 billion | adviserinfo.sec.gov |
| Strategic Wealth Investment Group, LLC | Louisville | 286 | $471.6 million | $1.38 billion | adviserinfo.sec.gov |
| Reliant Wealth Planning, LLC | Louisville | 642 | $440.1 million | $595.2 million | adviserinfo.sec.gov |
| Paragon Private Wealth Management LLC | Lexington | 85 | $398.2 million | $457.9 million | adviserinfo.sec.gov |
| First Kentucky Securities Corp | Louisville | 413 | $369.7 million | $566 million | adviserinfo.sec.gov |
| Private Client Services, LLC | Louisville | 194 | $364.8 million | $1.38 billion | adviserinfo.sec.gov |
| Van Leeuwen Retirement & Investment Services | Richmond | 173 | $357.6 million | $559.4 million | adviserinfo.sec.gov |
| Atlas Brown | Louisville | 52 | $349.9 million | $605.2 million | adviserinfo.sec.gov |
| Legacy Financial Independent Advisors LLC | Louisville | 156 | $344.2 million | $484 million | adviserinfo.sec.gov |
| Access Wealth Management, LLC | Louisville | 116 | $318.9 million | $357.7 million | adviserinfo.sec.gov |
| Guidance Capital, Inc. | Louisville | 106 | $305.3 million | $449.8 million | adviserinfo.sec.gov |
| Centerline Wealth Advisors, LLC | Louisville | 97 | $300.7 million | $326 million | adviserinfo.sec.gov |
| Altus Wealth Management, LLC | Ft. Mitchell | 154 | $297.7 million | $405.2 million | adviserinfo.sec.gov |
| Ricketts Financial, LLC | Louisville | 49 | $295.4 million | $314 million | adviserinfo.sec.gov |
| Alexander Investment Services Co. | Louisville | 92 | $276.2 million | $576.8 million | adviserinfo.sec.gov |
| Alpha Financial Partners LLC | Lexington | 76 | $264.9 million | $459.9 million | adviserinfo.sec.gov |
| Pillar Financial Advisors, LLC | Louisville | 59 | $260.8 million | $357.9 million | adviserinfo.sec.gov |
| Todd Asset Management LLC | Louisville | 43 | $227.3 million | $6.18 billion | adviserinfo.sec.gov |
| Dupree Financial Group, LLC | Lexington | 114 | $224.4 million | $404.4 million | adviserinfo.sec.gov |
| Principled Wealth Advisors, LLC | Covington | 97 | $199.7 million | $252.1 million | adviserinfo.sec.gov |
| Russell Capital Management, LLC | Lexington | 69 | $194.1 million | $275 million | adviserinfo.sec.gov |
| Blvd Private Wealth, LLC | Prospect | 46 | $192.2 million | $220.4 million | adviserinfo.sec.gov |
| Wallace Hart Capital Management | Lexington | 89 | $189.3 million | $264 million | adviserinfo.sec.gov |
| Owen Larue Financial Group | Elizabethtown | 61 | $184.9 million | $458.9 million | adviserinfo.sec.gov |
| Renaissance Investment Management | Covington | 30 | $170.8 million | $2.91 billion | adviserinfo.sec.gov |
| Retirement Planning Solutions, LLC | Louisville | 74 | $162.7 million | $467 million | adviserinfo.sec.gov |
| Jennings & Associates Financial Advisors, LLC | Paducah | 176 | $145.7 million | $240.1 million | adviserinfo.sec.gov |
| Wealth Management of the Bluegrass, LLC. | Lexington | 71 | $140.2 million | $186.7 million | adviserinfo.sec.gov |
| Research & Portfolio Management | Crescent Springs | 54 | $133.6 million | $160.8 million | adviserinfo.sec.gov |
| Winebrenner Capital Management LLC | Louisville | 127 | $128 million | $260.5 million | adviserinfo.sec.gov |
| J. Hagan Capital, Inc. | Louisville | 72 | $127.3 million | $341.8 million | adviserinfo.sec.gov |
| LFG Wealth Partners, LLC | Elizabethtown | 89 | $121 million | $190.7 million | adviserinfo.sec.gov |
| Magnate Advisory Services, LLC | Louisville | 67 | $115.5 million | $314.1 million | adviserinfo.sec.gov |
| Advantage Investment Management | Louisville | 43 | $110.6 million | $215.4 million | adviserinfo.sec.gov |
| Family Wealth Planning Partners | Louisville | 51 | $109.3 million | $317.4 million | adviserinfo.sec.gov |
| Itrust Asset Management, LLC | Lexington | 50 | $107.5 million | $211.9 million | adviserinfo.sec.gov |
| Lockshield Partners, Inc. | Glasgow | 60 | $104.1 million | $290.6 million | adviserinfo.sec.gov |
| Townsend Financial Planning | Mt. Sterling | 38 | $101.5 million | $148.3 million | adviserinfo.sec.gov |
| The Prosperity People | Bellevue | 41 | $91 million | $147 million | adviserinfo.sec.gov |
| River Road Asset Management, LLC | Louisville | 21 | $86.6 million | $9.85 billion | adviserinfo.sec.gov |
| Graeter Wealth Advisors, LLC | Louisville | 30 | $82.4 million | $104.9 million | adviserinfo.sec.gov |
| Riverstone Asset Management, LLC | Louisville | 11 | $82.1 million | $103 million | adviserinfo.sec.gov |
| Investments & Financial Planning, LLC | Lexington | 54 | $81.6 million | $318.7 million | adviserinfo.sec.gov |
| Abri LLC | Lexington | 47 | $81.1 million | $114.4 million | adviserinfo.sec.gov |
| Q2 Wealth Management | Lexington | 36 | $79.7 million | $123.5 million | adviserinfo.sec.gov |
| Wealthmd Corporation | Louisville | 30 | $63.9 million | $250.5 million | adviserinfo.sec.gov |
| Equity Advisors of Kentucky Inc | Lexington | 20 | $45.9 million | $141.6 million | adviserinfo.sec.gov |
| Tony Walker Financial | Bowling Green | 56 | $42.7 million | $373.7 million | adviserinfo.sec.gov |
| FWG Investments, LLC | Lexington | 19 | $40.8 million | $349 million | adviserinfo.sec.gov |
| Waycross Partners, LLC | Louisville | 12 | $30.3 million | $1.18 billion | adviserinfo.sec.gov |
| Mercurio Wealth Advisors | Louisville | 15 | $27.1 million | $141.1 million | adviserinfo.sec.gov |
| Demeter Tactical Investments Corp. | Prospect | 7 | $22.6 million | $265.3 million | adviserinfo.sec.gov |
| Dmlo Wealth Planning, LLC | Louisville | 10 | $21.5 million | $30.4 million | adviserinfo.sec.gov |
Also on SpecStream
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.