Best Financial Advisor Firms Kentucky 2025

Written by AdvisorSearch.org

March 07, 2025

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, AdvisorSearch.org 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		$434.0 million	1,563	3	$277,661
Advance Capital Management		$4.5 billion	6,882	31	$654,525
Altus Wealth Management		$359.3 million	274	4	$1.3 million
Ardent Capital Management		$321.4 million	112	2	$2.9 million
Atlas Brown		$567.5 million	448	7	$1.3 million
Ballast		$625.2 million	452	7	$1.4 million
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Clinton Investment Management		$3.5 billion	1,846	11	$1.9 million
Consolidated Planning Corporation		$1.6 billion	2,174	22	$724,750
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Coordinated Financial Planning Corp		$289.9 million	349	4	$830,628
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Cornerstone Wealth Management		$543.6 million	471	5	$1.2 million
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
Decker Wealth Management		$411.6 million	304	7	$1.4 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
First Mason Financial		$139.9 million	352	1	$397,403
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Foster & Motley		$2.5 billion	889	22	$2.9 million
Frazier Financial Advisors		$929.9 million	676	12	$1.4 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Fund Advisors of America		$132.0 million	274	3	$481,751
Future Capital		$962.5 million	12,768	2	$75,386
Geowealth Management		$12.3 billion	49,816	20	$247,576
Godsey & Gibb Wealth Management		$1.4 billion	807	13	$1.7 million
Gold Coast Wealth Management		$414.9 million	134	2	$3.1 million
Guidestream Financial		$217.2 million	836	5	$259,868
Harvest Financial Advisors		$582.6 million	418	8	$1.4 million
HCM Wealth Advisors		$1.1 billion	796	9	$1.4 million
Hendley & Co		$442.1 million	302	2	$1.5 million
IAG Wealth Partners		$1.6 billion	2,229	14	$711,237
ITS Asset Management		$282.8 million	794	2	$356,207
John G. Ullman & Associates		$1.4 billion	1,000	22	$1.4 million
Kessler Investment Group		$234.8 million	485	3	$484,073
Keystone Financial Group		$1.9 billion	6,508	32	$285,638
Latitude Advisors		$379.5 million	1,675	70	$226,576
LOC Investment Advisers		$771.0 million	865	6	$891,315
LVZ		$969.2 million	2,387	15	$406,035
Lynch & Associates		$741.5 million	690	7	$1.1 million
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Market Street Wealth Management Advisors		$711.3 million	419	9	$1.7 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mench Financial		$121.2 million	184	3	$658,703
Meridian Investment Advisors		$532.7 million	613	3	$868,980
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
National Wealth Management Group		$296.9 million	1,178	17	$251,996
Northwest Financial Services		$551.4 million	375	8	$1.5 million
Obermeyer Wealth Partners		$2.6 billion	1,015	13	$2.6 million
Optimum Investment Advisors		$321.8 million	213	5	$1.5 million
Opus Capital Management		$1.2 billion	414	3	$3.0 million
Palouse Capital Management		$288.5 million	866	3	$333,130
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Patten and Patten		$2.1 billion	865	4	$2.4 million
PDS Planning		$1.8 billion	607	7	$3.0 million
Perigon Wealth Management		$8.7 billion	4,766	82	$1.8 million
Pillar Financial Advisors		$313.8 million	183	4	$1.7 million
Pure Financial Advisors		$8.0 billion	6,259	64	$1.3 million
Rebalance		$1.6 billion	652	7	$2.4 million
Richard Young Associates		$972.4 million	1,846	8	$526,749
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Shoker Investments		$385.1 million	193	2	$2.0 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$2.0 billion	1,400	16	$1.4 million
Smith Salley Wealth Management		$2.3 billion	1,018	16	$2.3 million
Stack Financial Management		$1.9 billion	851	10	$2.2 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Stegner Investment Associates		$2.4 billion	233	4	$10.3 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Summit Financial Strategies		$2.1 billion	983	17	$2.1 million
SYM Financial Advisors		$4.1 billion	1,660	29	$2.4 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
Targeted Financial Services		$298.5 million	464	3	$643,238
The Joseph Group Capital Management		$947.0 million	796	10	$1.2 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Total Wealth Planning		$1.2 billion	777	16	$1.5 million
Traynor Capital Management		$1.8 billion	985	6	$1.9 million
Trebuchet Consulting		$921.4 million	337	4	$2.7 million
Truepoint		$4.9 billion	1,807	36	$2.7 million
Valeo Financial Advisors		$10.6 billion	3,037	97	$3.5 million
Values First Advisors		$202.0 million	1,006	8	$200,752
Visionary Horizons		$291.4 million	577	13	$505,053
Wealth Dimensions Group		$857.9 million	676	10	$1.3 million
Wealthcare Capital Management		$3.0 billion	5,066	36	$598,278
Wealthquest Corporation		$1.8 billion	1,552	12	$1.2 million
Wealthtrust Asset Management		$183.0 million	250	5	$731,880

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Methodology

Every month AdvisorSearch.org’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 AdvisorSearch.org: 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.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.