# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/kentucky/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Kentucky
- firms_listed: 60
- rows: rank: 1, crd: 130372, firm: MCF Advisors, LLC, city: Lexington, state: KY, value: 1355184899, base_value: 3329345692, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130372/; rank: 2, crd: 151523, firm: Meridian Wealth Management, LLC, city: Lexington, state: KY, value: 1097850105, base_value: 3885527411, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151523/; rank: 3, crd: 175104, firm: The Gleason Group, Inc., city: Prospect, state: KY, value: 635120801, base_value: 973859957, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175104/; rank: 4, crd: 170201, firm: Keystone Financial Group, LLC, city: Lexington, state: KY, value: 479297340, base_value: 1858938537, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170201/; rank: 5, crd: 125147, firm: Spectrum Financial Alliance, Ltd., L.L.C., city: Nicholasville, state: KY, value: 406914113, base_value: 406100192, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125147/; rank: 6, crd: 299363, firm: Castellan, city: Louisville, state: KY, value: 386144255, base_value: 496086621, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299363/; rank: 7, crd: 289507, firm: KPP Advisory Services LLC, city: Louisville, state: KY, value: 366760046, base_value: 874251636, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289507/; rank: 8, crd: 333071, firm: Churchill Financial Advisors, LLC, city: Louisville, state: KY, value: 279089134, base_value: 243773036, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333071/; rank: 9, crd: 165474, firm: Strategic Wealth Investment Group, LLC, city: Louisville, state: KY, value: 273334510, base_value: 1110956980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165474/; rank: 10, crd: 158675, firm: Legacy Financial Advisors, Inc., city: Covington, state: KY, value: 259946122, base_value: 1255617352, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158675/; rank: 11, crd: 107447, firm: E. S. Barr & Company, city: Lexington, state: KY, value: 248425253, base_value: 1971942913, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107447/; rank: 12, crd: 298326, firm: Asio Capital LLC, city: Lexington, state: KY, value: 183551424, base_value: 621535641, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298326/; rank: 13, crd: 171919, firm: Journey Advisory Group, LLC, city: Covington, state: KY, value: 180786816, base_value: 1473333518, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171919/; rank: 14, crd: 325308, firm: Barlow Wealth Partners, LLC, city: Louisville, state: KY, value: 136146988, base_value: 1215744287, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325308/; rank: 15, crd: 152695, firm: Ballast, Inc., city: Lexington, state: KY, value: 126313818, base_value: 625203027, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152695/; rank: 16, crd: 289436, firm: Owen Larue Financial Group, city: Elizabethtown, state: KY, value: 115731067, base_value: 343130053, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289436/; rank: 17, crd: 312817, firm: Paragon Private Wealth Management LLC, city: Lexington, state: KY, value: 103026997, base_value: 354857921, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312817/; rank: 18, crd: 283226, firm: Saling Wealth Advisors, city: Louisville, state: KY, value: 100081320, base_value: 517571656, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283226/; rank: 19, crd: 284064, firm: FWG Investments, LLC, city: Lexington, state: KY, value: 98968558, base_value: 250080209, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284064/; rank: 20, crd: 289463, firm: Van Leeuwen Retirement & Investment Services, city: Richmond, state: KY, value: 98730335, base_value: 460686484, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289463/; rank: 21, crd: 107794, firm: Parthenon LLC, city: Louisville, state: KY, value: 97047780, base_value: 1120457850, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107794/; rank: 22, crd: 311575, firm: Retirement Planning Solutions, LLC, city: Louisville, state: KY, value: 90252785, base_value: 376782414, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311575/; rank: 23, crd: 110482, firm: Harvey Investment Company, LLC, city: Louisville, state: KY, value: 87122280, base_value: 941505742, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110482/; rank: 24, crd: 306639, firm: Alpha Financial Partners LLC, city: Lexington, state: KY, value: 83734849, base_value: 376120761, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306639/; rank: 25, crd: 168467, firm: J. Hagan Capital, Inc., city: Louisville, state: KY, value: 80878326, base_value: 260883940, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168467/; rank: 26, crd: 329512, firm: Demeter Tactical Investments Corp., city: Prospect, state: KY, value: 80239004, base_value: 185027885, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329512/; rank: 27, crd: 331339, firm: LFG Wealth Partners, LLC, city: Elizabethtown, state: KY, value: 78677134, base_value: 111999695, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331339/; rank: 28, crd: 286230, firm: Reliant Wealth Planning, LLC, city: Louisville, state: KY, value: 74564629, base_value: 520645127, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286230/; rank: 29, crd: 131091, firm: Dupree Financial Group, LLC, city: Lexington, state: KY, value: 74150559, base_value: 330218102, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131091/; rank: 30, crd: 173029, firm: Wrenne Financial Planning LLC, city: Lexington, state: KY, value: 66598679, base_value: 231316219, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173029/; rank: 31, crd: 323541, firm: Guidance Capital, Inc., city: Louisville, state: KY, value: 65615564, base_value: 384153124, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323541/; rank: 32, crd: 145457, firm: Tony Walker Financial, city: Bowling Green, state: KY, value: 60842369, base_value: 312825099, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145457/; rank: 33, crd: 283056, firm: Magnate Advisory Services, LLC, city: Louisville, state: KY, value: 53215058, base_value: 260916167, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283056/; rank: 34, crd: 153650, firm: Altus Wealth Management, LLC, city: Fort Mitchell, state: KY, value: 45894562, base_value: 359275273, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153650/; rank: 35, crd: 310682, firm: BLVD Private Wealth, LLC, city: Prospect, state: KY, value: 45892210, base_value: 174459010, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310682/; rank: 36, crd: 175433, firm: Lockshield Partners, Inc., city: Glasgow, state: KY, value: 44858712, base_value: 245759047, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175433/; rank: 37, crd: 121880, firm: Pillar Financial Advisors, LLC, city: Louisville, state: KY, value: 44057976, base_value: 313810078, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121880/; rank: 38, crd: 164333, firm: Investments & Financial Planning, LLC, city: Lexington, state: KY, value: 40220345, base_value: 278443881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164333/; rank: 39, crd: 107337, firm: Moneywatch Advisors, Inc., city: Lexington, state: KY, value: 38401163, base_value: 291333906, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107337/; rank: 40, crd: 133408, firm: Atlas Brown, city: Louisville, state: KY, value: 37697329, base_value: 567526432, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133408/; rank: 41, crd: 164193, firm: Itrust Asset Management, LLC, city: Lexington, state: KY, value: 37664801, base_value: 174273862, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164193/; rank: 42, crd: 324258, firm: Legacy Financial Independent Advisors LLC, city: Louisville, state: KY, value: 33407435, base_value: 450605476, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324258/; rank: 43, crd: 146357, firm: Invest Inc., city: Lexington, state: KY, value: 33270675, base_value: 125471911, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146357/; rank: 44, crd: 164485, firm: Centerline Wealth Advisors, LLC, city: Louisville, state: KY, value: 32756069, base_value: 293280909, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164485/; rank: 45, crd: 312706, firm: Jennings & Associates Financial Advisors, LLC, city: Paducah, state: KY, value: 31724378, base_value: 208401036, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312706/; rank: 46, crd: 146493, firm: Advantage Investment Management, city: Louisville, state: KY, value: 30504736, base_value: 184871474, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146493/; rank: 47, crd: 157609, firm: Research & Portfolio Management, city: Crescent Springs, state: KY, value: 26152078, base_value: 134654219, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157609/; rank: 48, crd: 109513, firm: Russell Capital Management, LLC, city: Lexington, state: KY, value: 23531236, base_value: 251483482, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109513/; rank: 49, crd: 309381, firm: Ricketts Financial, LLC, city: Louisville, state: KY, value: 23505459, base_value: 290536499, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309381/; rank: 50, crd: 289163, firm: Wealth Management of the Bluegrass, LLC., city: Lexington, state: KY, value: 19275290, base_value: 167449228, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289163/; rank: 51, crd: 283632, firm: Mercurio Wealth Advisors, city: Louisville, state: KY, value: 17897306, base_value: 123167983, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283632/; rank: 52, crd: 141571, firm: Townsend Financial Planning, city: Mount Sterling, state: KY, value: 17822173, base_value: 130490911, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141571/; rank: 53, crd: 154708, firm: Winebrenner Capital Management LLC, city: Louisville, state: KY, value: 17280082, base_value: 243191689, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154708/; rank: 54, crd: 116398, firm: Equity Advisors of Kentucky Inc, city: Lexington, state: KY, value: 16598826, base_value: 124997429, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116398/; rank: 55, crd: 124957, firm: The Prosperity People, city: Bellevue, state: KY, value: 16300000, base_value: 130700000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124957/; rank: 56, crd: 115340, firm: Stewardship Partners Investment Counsel, Inc., city: Olmstead, state: KY, value: 11169230, base_value: 62048714, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115340/; rank: 57, crd: 316202, firm: Dmlo Wealth Planning, LLC, city: Louisville, state: KY, value: 8441334, base_value: 21934528, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316202/; rank: 58, crd: 285981, firm: Wallace Hart Capital Management, city: Lexington, state: KY, value: 8393449, base_value: 255607816, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285981/; rank: 59, crd: 323656, firm: Family Wealth Planning Partners, city: Louisville, state: KY, value: 3867717, base_value: 313506471, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323656/; rank: 60, crd: 150888, firm: Lanier Asset Management, LLC, city: Louisville, state: KY, value: 1855464, base_value: 139830730, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150888/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Kentucky](https://advisoriq.com/ria/states/kentucky/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/kentucky/

License: https://advisoriq.com/license/