Best Financial Advisor Firms Kentucky 2026

Written by AdvisorSearch.org

May 08, 2025

  Fact Checked

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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Altus Wealth Management		$405.2 million	286	5	$1.4 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Ardent Capital Management		$327.0 million	113	2	$2.9 million
Atlas Brown		$605.2 million	451	7	$1.3 million
Ballast		$751.5 million	476	8	$1.6 million
Campion Asset Management		$228.8 million	111	3	$2.1 million
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Clinton Investment Management		$3.9 billion	2,146	12	$1.8 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Coordinated Financial Planning Corp		$343.2 million	367	4	$935,065
Corda Investment Management		$2.0 billion	1,363	28	$1.5 million
Core Planning		$525.0 million	867	61	$605,570
Cornerstone Wealth Management		$628.7 million	463	5	$1.4 million
CPC Advisors		$1.7 billion	981	17	$1.7 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Decker Wealth Management		$566.2 million	326	7	$1.7 million
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
First Mason Financial		$155.0 million	371	1	$417,914
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Foster & Motley		$2.9 billion	926	22	$3.2 million
Frazier Financial Advisors		$1.2 billion	733	12	$1.6 million
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Fund Advisors of America		$149.4 million	585	3	$255,403
Future Capital		$2.0 billion	15,521	2	$129,876
Geowealth Management		$17.6 billion	51,018	20	$344,477
Godsey & Gibb Wealth Management		$1.6 billion	831	13	$1.9 million
Gold Coast Wealth Management		$413.8 million	157	2	$2.6 million
Guideline Investments		$16.5 billion	87,973	2	$187,499
Guidestream Financial		$263.5 million	882	5	$298,711
Harvest Financial Advisors		$582.6 million	418	8	$1.4 million
HCM Wealth Advisors		$1.2 billion	850	9	$1.4 million
Hendley & Co		$445.0 million	305	2	$1.5 million
Highland Consulting Associates		$21.9 billion	167	2	$131.3 million
Hogan Investment Counsel		$107.2 million	207	1	$518,080
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
IAG Wealth Partners		$1.9 billion	2,356	15	$793,278
ITS Asset Management		$297.8 million	598	2	$497,999
JAG Capital Management		$1.9 billion	1,068	13	$1.8 million
Kessler Investment Group		$359.7 million	558	3	$644,594
Latitude Advisors		$566.5 million	1,590	66	$356,289
Lynch & Associates		$831.1 million	696	6	$1.2 million
Mainstay Capital Management		$4.8 billion	3,381	16	$1.4 million
Market Street Wealth Management Advisors		$776.0 million	427	9	$1.8 million
Matson Money		$20.6 billion	30,142	8	$682,467
Mench Financial		$130.6 million	183	3	$713,532
Meridian Investment Advisors		$628.0 million	627	4	$1.0 million
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Morris & Wells Wealth Management		$987.9 million	298	2	$3.3 million
Obermeyer Wealth Partners		$3.0 billion	1,157	15	$2.6 million
Opus Capital Management		$1.5 billion	430	3	$3.5 million
Palouse Capital Management		$326.5 million	767	3	$425,728
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Patten and Patten		$2.2 billion	879	3	$2.5 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Pillar Financial Advisors		$357.9 million	210	4	$1.7 million
Plancorp		$8.4 billion	1,569	43	$5.4 million
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
Saling Wealth Advisors		$617.7 million	230	9	$2.7 million
Schmitt Wealth Advisers		$135.0 million	145	2	$930,755
Shoker Investments		$510.8 million	195	2	$2.6 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Siharum Advisors		$687.5 million	101	2	$6.8 million
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
SMI Advisory Services		$949.0 million	1,083	5	$876,269
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Stegner Investment Associates		$2.8 billion	235	5	$11.8 million
Stonebridge Capital Advisors		$2.5 billion	1,674	13	$1.5 million
Summit Financial Strategies		$2.3 billion	1,026	20	$2.2 million
SYM Financial Advisors		$5.8 billion	1,959	33	$3.0 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
Targeted Financial Services		$353.4 million	501	4	$705,443
TCI Wealth Advisors		$5.4 billion	3,268	42	$1.6 million
The Joseph Group Capital Management		$1.1 billion	832	10	$1.3 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Traynor Capital Management		$2.4 billion	1,590	6	$1.5 million
Trebuchet Consulting		$1.1 billion	414	4	$2.6 million
Truepoint		$6.4 billion	1,934	37	$3.3 million
Valeo Financial Advisors		$13.0 billion	3,042	103	$4.3 million
Values First Advisors		$215.4 million	967	7	$222,771
Visionary Horizons		$396.7 million	709	12	$559,529
Wealth Dimensions Group		$1.2 billion	769	10	$1.6 million
Wealthquest Corporation		$2.2 billion	1,593	14	$1.4 million
Wealthtrust Asset Management		$217.4 million	256	5	$849,149
Windward Wealth Strategies		$251.2 million	397	2	$632,836
Woodmont Investment Counsel		$2.0 billion	468	11	$4.3 million

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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.