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
Jeffrey Grant Roberts
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Neil Jesse
Registered Affiliation(s):JESSE INVESTMENT ADVISORS INC
Stephanie M Valsted
Registered Affiliation(s):MORGAN STANLEY
Donald Lee Ragains
Registered Affiliation(s):MORGAN STANLEY
Kristin Nicole Rowan
Registered Affiliation(s):MORGAN STANLEY
Renee Elizabeth Curtis
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Eric Henry Bielefeld
Registered Affiliation(s):CULLINAN ASSOCIATES, INC.
Levi Jones
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Duane Jeffrey Riley
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Teresa Tompkins Appell
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Zachary Stephen Van Zant
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Edward Tyler Engler
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Todd A Oberhausen
Registered Affiliation(s):PRIVATE CLIENT SERVICES, LLC
Cynthia Jane Green
Registered Affiliation(s):L.M. KOHN & COMPANY
Rhonda Lou Brown
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Gail Burke Tway
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Brian Douglas Waiz
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Robert Emmett Faesy
Registered Affiliation(s):FORTUNE FINANCIAL SERVICES, INC.
Patrick Daniel Portman
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Jeremy Monroe Sickles
Registered Affiliation(s):INDEPENDENT FINANCIAL PARTNERS
Ralph Hamilton Barringer
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Katharine Hutchinson Boyer
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Jill Flick Bradley
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Morris Alan Searcy
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
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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