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Ranking, Kentucky

Independent RIAs with the biggest asset gains over one year in Kentucky

As of October 2, 2026, MCF Advisors, LLC ranked #1 in Kentucky in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $1.4 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Kentucky
Rank Firm City Increase
1 MCF Advisors, LLC Lexington $1.4 billion
2 Meridian Wealth Management, LLC Lexington $1.1 billion
3 The Gleason Group, Inc. Prospect $635.1 million
4 Keystone Financial Group, LLC Lexington $479.3 million
5 Spectrum Financial Alliance, Ltd., L.L.C. Nicholasville $406.9 million
6 Castellan Louisville $386.1 million
7 KPP Advisory Services LLC Louisville $366.8 million
8 Churchill Financial Advisors, LLC Louisville $279.1 million
9 Strategic Wealth Investment Group, LLC Louisville $273.3 million
10 Legacy Financial Advisors, Inc. Covington $259.9 million
11 E. S. Barr & Company Lexington $248.4 million
12 Asio Capital LLC Lexington $183.6 million
13 Journey Advisory Group, LLC Covington $180.8 million
14 Barlow Wealth Partners, LLC Louisville $136.1 million
15 Ballast, Inc. Lexington $126.3 million
16 Owen Larue Financial Group Elizabethtown $115.7 million
17 Paragon Private Wealth Management LLC Lexington $103.0 million
18 Saling Wealth Advisors Louisville $100.1 million
19 FWG Investments, LLC Lexington $99.0 million
20 Van Leeuwen Retirement & Investment Services Richmond $98.7 million
21 Parthenon LLC Louisville $97.0 million
22 Retirement Planning Solutions, LLC Louisville $90.3 million
23 Harvey Investment Company, LLC Louisville $87.1 million
24 Alpha Financial Partners LLC Lexington $83.7 million
25 J. Hagan Capital, Inc. Louisville $80.9 million
26 Demeter Tactical Investments Corp. Prospect $80.2 million
27 LFG Wealth Partners, LLC Elizabethtown $78.7 million
28 Reliant Wealth Planning, LLC Louisville $74.6 million
29 Dupree Financial Group, LLC Lexington $74.2 million
30 Wrenne Financial Planning LLC Lexington $66.6 million
31 Guidance Capital, Inc. Louisville $65.6 million
32 Tony Walker Financial Bowling Green $60.8 million
33 Magnate Advisory Services, LLC Louisville $53.2 million
34 Altus Wealth Management, LLC Fort Mitchell $45.9 million
35 BLVD Private Wealth, LLC Prospect $45.9 million
36 Lockshield Partners, Inc. Glasgow $44.9 million
37 Pillar Financial Advisors, LLC Louisville $44.1 million
38 Investments & Financial Planning, LLC Lexington $40.2 million
39 Moneywatch Advisors, Inc. Lexington $38.4 million
40 Atlas Brown Louisville $37.7 million
41 Itrust Asset Management, LLC Lexington $37.7 million
42 Legacy Financial Independent Advisors LLC Louisville $33.4 million
43 Invest Inc. Lexington $33.3 million
44 Centerline Wealth Advisors, LLC Louisville $32.8 million
45 Jennings & Associates Financial Advisors, LLC Paducah $31.7 million
46 Advantage Investment Management Louisville $30.5 million
47 Research & Portfolio Management Crescent Springs $26.2 million
48 Russell Capital Management, LLC Lexington $23.5 million
49 Ricketts Financial, LLC Louisville $23.5 million
50 Wealth Management of the Bluegrass, LLC. Lexington $19.3 million
51 Mercurio Wealth Advisors Louisville $17.9 million
52 Townsend Financial Planning Mount Sterling $17.8 million
53 Winebrenner Capital Management LLC Louisville $17.3 million
54 Equity Advisors of Kentucky Inc Lexington $16.6 million
55 The Prosperity People Bellevue $16.3 million
56 Stewardship Partners Investment Counsel, Inc. Olmstead $11.2 million
57 Dmlo Wealth Planning, LLC Louisville $8.4 million
58 Wallace Hart Capital Management Lexington $8.4 million
59 Family Wealth Planning Partners Louisville $3.9 million
60 Lanier Asset Management, LLC Louisville $1.9 million

60 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.