Top Financial Advisors in Louisville, Kentucky
Finding the right financial advisor in Louisville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Louisville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Louisville, KY.
Find the Best Financial Advisor Firms in Louisville:
ARGI INVESTMENT SERVICES, LLC
CRD#: 151916
Address: 2201 High Wickham Place, Louisville, KY 40245
Clients: 2,829
Average Clients per Advisor: 27
AUM: $ 4.6B
KPP ADVISORY SERVICES LLC
CRD#: 289507
Address: 9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222
Clients: 2,038
Average Clients per Advisor: 88
AUM: $ 1.5B
PRIVATE CLIENT SERVICES, LLC
CRD#: 120222
Address: 2225 Lexington Rd., Louisville, KY 40206
Clients: 1,596
In Business for: 25 Years
Average Clients per Advisor: 31
AUM: $ 663M
Disclosures: 1
FIRST KENTUCKY SECURITIES CORPORATION
CRD#: 7524
Address: 4360 Brownsboro Road Suite 300, Louisville, KY 40207
Clients: 1,715
In Business for: 49 Years
Average Clients per Advisor: 81
AUM: $ 641M
Disclosures: 12
STRATEGIC WEALTH INVESTMENT GROUP, LLC
CRD#: 165474
Address: 500 N. Hurstbourne Parkway Suite 120, Louisville, KY 40222
Clients: 5,393
Average Clients per Advisor: 199
AUM: $ 628M
ALEXANDER INVESTMENT SERVICES CO.
CRD#: 1037
Address: 909 Lily Creek Road #101, Louisville, KY 40243-2808
Clients: 991
In Business for: 61 Years
Average Clients per Advisor: 82
AUM: $ 513M
Disclosures: 1
How We Chose the Top Financial Advisors in Louisville, Kentucky
To create this list of top financial advisor firms in Louisville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Louisville has to offer.
Search Financial Advisors in Louisville, Kentucky
Cara Lynne Ritz
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Maria Elizabeth Anderson
Registered Affiliation(s):MORGAN STANLEY
Sherry Dawn Carrico
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Vickie Jo Drury-bauer
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
George Don Lawson JR
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Kurt Douglas Kraft
Registered Affiliation(s):MORGAN STANLEY
Jerry W Davis
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Michael Layne Wilkerson II
Registered Affiliation(s):TRIAD HYBRID SOLUTIONS, LLC
Robert Lee Shannon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Bradley James Walker
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Kimberly Seadler Knight
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Richard Michael Knowles
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Anna Maria Brock
Registered Affiliation(s):MORGAN STANLEY
Keith Norris
Registered Affiliation(s):MORGAN STANLEY
Angela Beth Zachman
Registered Affiliation(s):KPP ADVISORY SERVICES LLC
Deborah G Elder
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Matt Williams
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Angelique M Grimball
Registered Affiliation(s):MORGAN STANLEY
Michael Jung Mo Lamsfuss
Registered Affiliation(s):EAGLE STRATEGIES LLC
Wallace J Hicks
Registered Affiliation(s):MORGAN STANLEY
Alexandra R Head
Registered Affiliation(s):SANCTUARY ADVISORS, LLC
Alesia Amelia Mullis
Registered Affiliation(s):CHURCHILL FINANCIAL, LLC
Gregory Celebrezze
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kimberly Lynn Jordan
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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