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
Michael Edward Ottman
Registered Affiliation(s):PFS INVESTMENTS INC.
Junius Verne Beaver
Registered Affiliation(s):LANIER ASSET MANAGEMENT, LLC
Lee Elden Ballinger
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Daniel Erwin Jacus
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
William Sory Fuller
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Andrew Frank Bronger
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Evan A Thurmond
Registered Affiliation(s):INDEPENDENT FINANCIAL PARTNERS
Wendy Jean Thompson
Registered Affiliation(s):SANCTUARY ADVISORS, LLC
James Edward Moore
Registered Affiliation(s):WAYCROSS PARTNERS, LLC
Anne Maleva Chamberlain
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Matt Glenn Kuerzi
Registered Affiliation(s):MORGAN STANLEY
Thomas Earl Barnes JR
Registered Affiliation(s):MORGAN STANLEY
William R Benoit JR
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Amy S Jones
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric Robert Poole
Registered Affiliation(s):KPP ADVISORY SERVICES LLC
Lew Moss Newton
Registered Affiliation(s):AMERICAN CAPITAL MANAGEMENT, INC.
James Gerard Goetz
Registered Affiliation(s):CHURCHILL FINANCIAL, LLC
Martin Nelson Mcclelland
Registered Affiliation(s):REGENT INVESTMENT MANAGEMENT LLC
Douglas Mack Justice JR.
Registered Affiliation(s):PNC INVESTMENTS
William Maurice Moriarty JR.
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Timothy Patrick Riordan
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Paul David Slaughter
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Kevin Lane Fuqua
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
James M Mindak
Registered Affiliation(s):TRUIST ADVISORY SERVICES, 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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