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Ranking, Kentucky

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Kentucky

As of October 2, 2026, MCF Advisors, LLC ranked #1 in Kentucky in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $1.4 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms 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 Private Client Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Louisville $331.8 million
9 Churchill Financial Advisors, LLC Louisville $279.1 million
10 Strategic Wealth Investment Group, LLC Louisville $273.3 million
11 Legacy Financial Advisors, Inc. Covington $259.9 million
12 E. S. Barr & Company Lexington $248.4 million
13 Asio Capital LLC Lexington $183.6 million
14 Journey Advisory Group, LLC Covington $180.8 million
15 Barlow Wealth Partners, LLC Louisville $136.1 million
16 Ballast, Inc. Lexington $126.3 million
17 Owen Larue Financial Group Elizabethtown $115.7 million
18 Paragon Private Wealth Management LLC Lexington $103.0 million
19 Saling Wealth Advisors Louisville $100.1 million
20 FWG Investments, LLC Lexington $99.0 million
21 Van Leeuwen Retirement & Investment Services Richmond $98.7 million
22 Parthenon LLC Louisville $97.0 million
23 Retirement Planning Solutions, LLC Louisville $90.3 million
24 Harvey Investment Company, LLC Louisville $87.1 million
25 Alpha Financial Partners LLC Lexington $83.7 million
26 J. Hagan Capital, Inc. Louisville $80.9 million
27 Demeter Tactical Investments Corp. Prospect $80.2 million
28 LFG Wealth Partners, LLC Elizabethtown $78.7 million
29 Reliant Wealth Planning, LLC Louisville $74.6 million
30 Dupree Financial Group, LLC Lexington $74.2 million
31 Wrenne Financial Planning LLC Lexington $66.6 million
32 Guidance Capital, Inc. Louisville $65.6 million
33 Tony Walker Financial Bowling Green $60.8 million
34 Magnate Advisory Services, LLC Louisville $53.2 million
35 Altus Wealth Management, LLC Fort Mitchell $45.9 million
36 BLVD Private Wealth, LLC Prospect $45.9 million
37 Lockshield Partners, Inc. Glasgow $44.9 million
38 Pillar Financial Advisors, LLC Louisville $44.1 million
39 Investments & Financial Planning, LLC Lexington $40.2 million
40 Moneywatch Advisors, Inc. Lexington $38.4 million
41 Atlas Brown Louisville $37.7 million
42 Itrust Asset Management, LLC Lexington $37.7 million
43 Legacy Financial Independent Advisors LLC Louisville $33.4 million
44 Invest Inc. Lexington $33.3 million
45 Centerline Wealth Advisors, LLC Louisville $32.8 million
46 Jennings & Associates Financial Advisors, LLC Paducah $31.7 million
47 Advantage Investment Management Louisville $30.5 million
48 Research & Portfolio Management Crescent Springs $26.2 million
49 Russell Capital Management, LLC Lexington $23.5 million
50 Ricketts Financial, LLC Louisville $23.5 million
51 Wealth Management of the Bluegrass, LLC. Lexington $19.3 million
52 Mercurio Wealth Advisors Louisville $17.9 million
53 Townsend Financial Planning Mount Sterling $17.8 million
54 Winebrenner Capital Management LLC Louisville $17.3 million
55 Equity Advisors of Kentucky Inc Lexington $16.6 million
56 The Prosperity People Bellevue $16.3 million
57 Stewardship Partners Investment Counsel, Inc. Olmstead $11.2 million
58 Dmlo Wealth Planning, LLC Louisville $8.4 million
59 Wallace Hart Capital Management Lexington $8.4 million
60 Family Wealth Planning Partners Louisville $3.9 million
61 Lanier Asset Management, LLC Louisville $1.9 million

61 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.