Ranking, Kentucky

Independent RIAs with the fastest client growth over one year in Kentucky

As of October 2, 2026, Family Wealth Planning Partners ranked #1 in Kentucky in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 84.4%, from a base of 795.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 fastest client growth over one year in Kentucky
Rank	Firm	City	Growth	Starting value
1	Family Wealth Planning Partners	Louisville	84.4%	795
2	Owen Larue Financial Group	Elizabethtown	42.3%	605
3	Meridian Wealth Management, LLC	Lexington	39.2%	4,012
4	Guidance Capital, Inc.	Louisville	32.7%	572
5	FWG Investments, LLC	Lexington	29.5%	1,589
6	LFG Wealth Partners, LLC	Elizabethtown	26.8%	284
7	MCF Advisors, LLC	Lexington	25.1%	2,830
8	Spectrum Financial Alliance, Ltd., L.L.C.	Nicholasville	22.5%	550
9	Magnate Advisory Services, LLC	Louisville	21.4%	2,596
10	KPP Advisory Services LLC	Louisville	17.3%	3,405
11	Pillar Financial Advisors, LLC	Louisville	14.8%	183
12	Retirement Planning Solutions, LLC	Louisville	13.7%	1,066
13	Van Leeuwen Retirement & Investment Services	Richmond	10.3%	639
14	Jennings & Associates Financial Advisors, LLC	Paducah	10.2%	627
15	Lockshield Partners, Inc.	Glasgow	9.9%	1,025
16	Asio Capital LLC	Lexington	8.8%	273
17	Winebrenner Capital Management LLC	Louisville	8.5%	436
18	Barlow Wealth Partners, LLC	Louisville	7.8%	397
19	Mercurio Wealth Advisors	Louisville	7.7%	427
20	J. Hagan Capital, Inc.	Louisville	7.5%	815
21	Itrust Asset Management, LLC	Lexington	6.9%	433
22	Alpha Financial Partners LLC	Lexington	6.3%	378
23	BLVD Private Wealth, LLC	Prospect	6.2%	129
24	Paragon Private Wealth Management LLC	Lexington	5.6%	160
25	Legacy Financial Independent Advisors LLC	Louisville	5.3%	711
26	Journey Advisory Group, LLC	Covington	5.3%	843
27	Ballast, Inc.	Lexington	5.3%	453
28	Wrenne Financial Planning LLC	Lexington	4.9%	427
29	Reliant Wealth Planning, LLC	Louisville	4.7%	1,625
30	Wallace Hart Capital Management	Lexington	4.4%	225
31	Russell Capital Management, LLC	Lexington	4.2%	287
32	The Gleason Group, Inc.	Prospect	4.2%	265
33	Townsend Financial Planning	Mount Sterling	4.1%	171
34	Altus Wealth Management, LLC	Fort Mitchell	4.1%	294
35	Legacy Financial Advisors, Inc.	Covington	3.3%	1,032
36	Investments & Financial Planning, LLC	Lexington	2.3%	749
37	Keystone Financial Group, LLC	Lexington	1.8%	6,508
38	Harvey Investment Company, LLC	Louisville	1.6%	183
39	Moneywatch Advisors, Inc.	Lexington	1.3%	379
40	Lanier Asset Management, LLC	Louisville	1.0%	102
41	Ricketts Financial, LLC	Louisville	0.9%	114
42	Atlas Brown	Louisville	0.6%	463
43	E. S. Barr & Company	Lexington	0.2%	431
44	Parthenon LLC	Louisville	-0.4%	244
45	Research & Portfolio Management	Crescent Springs	-1.1%	262
46	Equity Advisors of Kentucky Inc	Lexington	-1.7%	118
47	Demeter Tactical Investments Corp.	Prospect	-2.0%	404
48	Centerline Wealth Advisors, LLC	Louisville	-2.2%	274
49	The Prosperity People	Bellevue	-3.6%	193
50	Saling Wealth Advisors	Louisville	-3.8%	239
51	Advantage Investment Management	Louisville	-4.4%	386
52	Stewardship Partners Investment Counsel, Inc.	Olmstead	-7.2%	153
53	Wealth Management of the Bluegrass, LLC.	Lexington	-14.5%	186
54	Strategic Wealth Investment Group, LLC	Louisville	-15.7%	4,631
55	Invest Inc.	Lexington	-20.0%	520
56	Tony Walker Financial	Bowling Green	-29.2%	2,936
57	Dupree Financial Group, LLC	Lexington	-45.4%	1,512

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

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Client growth 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.