Top RIA Firms in Kentucky (2026)

    40 SEC-registered investment advisory firms headquartered in Kentucky — a combined $85.6B in assets under management, led by Taylor Advisors, Inc., a Hub International Company in Louisville. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    Taylor Advisors, Inc., a Hub International Company
    Louisville
    AUM $16B · 147 accounts
    River Road Asset Management, LLC
    Louisville
    AUM $9.9B · 93 accounts
    Todd Asset Management LLC
    Louisville
    AUM $6.2B · 104 accounts
    Meridian Wealth Management, LLC
    Lexington
    AUM $5B · 12,298 accounts
    McF Advisors, LLC
    Lexington
    AUM $4.7B · 7,540 accounts
    Middleground Capital
    Lexington
    AUM $4B · 24 accounts
    PNC Real Estate
    Louisville
    AUM $3.6B · 72 accounts
    Renaissance Investment Management
    Covington
    AUM $2.9B · 2,085 accounts
    Stegner Investment Associates Inc
    Louisville
    AUM $2.8B · 820 accounts
    Keystone Financial Group, LLC
    Lexington
    AUM $2.3B · 6,628 accounts
    E. S. Barr & Company
    Lexington
    AUM $2.2B · 886 accounts
    Journey Advisory Group, LLC
    Covington
    AUM $1.7B · 2,113 accounts
    The Gleason Group, Inc.
    Prospect
    AUM $1.6B · 1,109 accounts
    Legacy Financial Advisors, Inc.
    Covington
    AUM $1.5B · 3,721 accounts
    Cullinan Associates, Inc.
    Louisville
    AUM $1.5B · 632 accounts
    Strategic Wealth Investment Group, LLC
    Louisville
    AUM $1.4B · 8,606 accounts
    Private Client Services, LLC
    Louisville
    AUM $1.4B · 8,765 accounts
    Barlow Wealth Partners, LLC
    Louisville
    AUM $1.4B · 1,425 accounts
    Kpp Advisory Services LLC
    Louisville
    AUM $1.2B · 3,995 accounts
    Parthenon LLC
    Louisville
    AUM $1.2B · 461 accounts
    Waycross Partners, LLC
    Louisville
    AUM $1.2B · 51 accounts
    Harvey Investment Company, LLC
    Louisville
    AUM $1B · 264 accounts
    Dupree & Company, Inc.
    Lexington
    AUM $888M · 1 accounts
    Castellan
    Louisville
    AUM $882M · 106 accounts
    Asio Capital LLC
    Lexington
    AUM $805M · 700 accounts
    Ballast, Inc.
    Lexington
    AUM $752M · 1,888 accounts
    Ramsey Quantitative Systems, Inc.
    Louisville
    AUM $691M · 39 accounts
    Spectrum Financial Alliance, Ltd., L.L.C.
    Nicholasville
    AUM $654M · 1,812 accounts
    Saling Wealth Advisors
    Louisville
    AUM $618M · 895 accounts
    Atlas Brown
    Louisville
    AUM $605M · 1,194 accounts
    Reliant Wealth Planning, LLC
    Louisville
    AUM $595M · 1,701 accounts
    First Kentucky Securities Corp
    Louisville
    AUM $566M · 1,530 accounts
    Van Leeuwen Retirement & Investment Services
    Richmond
    AUM $559M · 1,231 accounts
    Aristides Capital LLC
    Louisville
    AUM $541M · 5 accounts
    Churchill Financial Advisors, LLC
    Louisville
    AUM $523M · 279 accounts
    Alexander Investment Services Co.
    Louisville
    AUM $496M · 1,250 accounts
    Legacy Financial Independent Advisors LLC
    Louisville
    AUM $484M · 2,614 accounts
    Joule Financial, LLC
    Lexington
    AUM $479M · 2,181 accounts
    Retirement Planning Solutions, LLC
    Louisville
    AUM $467M · 2,812 accounts
    Alpha Financial Partners LLC
    Lexington
    AUM $460M · 1,424 accounts

    How many RIA firms are in this Kentucky directory?

    This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Kentucky, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Kentucky?

    By regulatory assets under management, the largest firm in this Kentucky directory is Taylor Advisors, Inc., a Hub International Company, headquartered in Louisville, with approximately $16B in AUM.

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