Best Financial Advisor Firms Kentucky 2025

Written by AdvisorSearch.org

January 06, 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		$400.6 million	1,433	3	$279,557
Advance Capital Management		$4.0 billion	7,015	30	$573,554
Altus Wealth Management		$359.3 million	274	4	$1.3 million
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
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
Clinton Investment Management		$2.8 billion	1,402	8	$2.0 million
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		$543.6 million	471	5	$1.2 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
Decker Wealth Management		$360.9 million	290	7	$1.2 million
Ellenbecker Investment Group		$1.5 billion	2,060	16	$723,949
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
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	3,677	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
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		$442.1 million	302	2	$1.5 million
IAG Wealth Partners		$1.3 billion	2,070	13	$644,241
ITS Asset Management		$269.4 million	844	2	$319,241
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	15	$362,171
Lynch & Associates		$655.7 million	632	7	$1.0 million
Mainstay Capital Management		$4.2 billion	3,458	14	$1.2 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		$1.4 billion	1,099	1	$1.2 million
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
Northwest Financial Services		$482.3 million	376	7	$1.3 million
Obermeyer Wealth Partners		$2.4 billion	977	14	$2.4 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		$288.5 million	866	3	$333,130
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
Perigon Wealth Management		$6.9 billion	3,744	77	$1.9 million
Pure Financial Advisors		$6.3 billion	4,975	56	$1.3 million
Rebalance		$1.3 billion	673	9	$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		$840.0 million	995	5	$844,221
Smith Anglin Financial		$1.6 billion	1,254	16	$1.3 million
Smith Salley Wealth Management		$3.1 billion	875	17	$3.5 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
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 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
Total Wealth Planning		$1.1 billion	758	12	$1.4 million
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		$202.0 million	1,006	8	$200,752
Visionary Horizons		$252.6 million	514	11	$491,425
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
Wealthtrust Asset Management		$180.0 million	285	5	$631,622

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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.