Ranking, Kentucky

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Kentucky

As of October 2, 2026, Private Client Services, LLC ranked #1 in Kentucky in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 168.6%, from a base of 3,271.

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

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.

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Kentucky
Rank	Firm	City	Growth	Starting value
1	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	168.6%	3,271
2	Family Wealth Planning Partners	Louisville	84.4%	795
3	Owen Larue Financial Group	Elizabethtown	42.3%	605
4	Meridian Wealth Management, LLC	Lexington	39.2%	4,012
5	Guidance Capital, Inc.	Louisville	32.7%	572
6	FWG Investments, LLC	Lexington	29.5%	1,589
7	LFG Wealth Partners, LLC	Elizabethtown	26.8%	284
8	MCF Advisors, LLC	Lexington	25.1%	2,830
9	Spectrum Financial Alliance, Ltd., L.L.C.	Nicholasville	22.5%	550
10	Magnate Advisory Services, LLC	Louisville	21.4%	2,596
11	KPP Advisory Services LLC	Louisville	17.3%	3,405
12	Pillar Financial Advisors, LLC	Louisville	14.8%	183
13	Retirement Planning Solutions, LLC	Louisville	13.7%	1,066
14	Van Leeuwen Retirement & Investment Services	Richmond	10.3%	639
15	Jennings & Associates Financial Advisors, LLC	Paducah	10.2%	627
16	Lockshield Partners, Inc.	Glasgow	9.9%	1,025
17	Asio Capital LLC	Lexington	8.8%	273
18	Winebrenner Capital Management LLC	Louisville	8.5%	436
19	Barlow Wealth Partners, LLC	Louisville	7.8%	397
20	Mercurio Wealth Advisors	Louisville	7.7%	427
21	J. Hagan Capital, Inc.	Louisville	7.5%	815
22	Itrust Asset Management, LLC	Lexington	6.9%	433
23	Alpha Financial Partners LLC	Lexington	6.3%	378
24	BLVD Private Wealth, LLC	Prospect	6.2%	129
25	Paragon Private Wealth Management LLC	Lexington	5.6%	160
26	Legacy Financial Independent Advisors LLC	Louisville	5.3%	711
27	Journey Advisory Group, LLC	Covington	5.3%	843
28	Ballast, Inc.	Lexington	5.3%	453
29	Wrenne Financial Planning LLC	Lexington	4.9%	427
30	Reliant Wealth Planning, LLC	Louisville	4.7%	1,625
31	Wallace Hart Capital Management	Lexington	4.4%	225
32	Russell Capital Management, LLC	Lexington	4.2%	287
33	The Gleason Group, Inc.	Prospect	4.2%	265
34	Townsend Financial Planning	Mount Sterling	4.1%	171
35	Altus Wealth Management, LLC	Fort Mitchell	4.1%	294
36	Legacy Financial Advisors, Inc.	Covington	3.3%	1,032
37	Investments & Financial Planning, LLC	Lexington	2.3%	749
38	Keystone Financial Group, LLC	Lexington	1.8%	6,508
39	Harvey Investment Company, LLC	Louisville	1.6%	183
40	Alexander Investment Services Co. 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	1.4%	1,244
41	Moneywatch Advisors, Inc.	Lexington	1.3%	379
42	Lanier Asset Management, LLC	Louisville	1.0%	102
43	Ricketts Financial, LLC	Louisville	0.9%	114
44	Atlas Brown	Louisville	0.6%	463
45	E. S. Barr & Company	Lexington	0.2%	431
46	Parthenon LLC	Louisville	-0.4%	244
47	Research & Portfolio Management	Crescent Springs	-1.1%	262
48	Equity Advisors of Kentucky Inc	Lexington	-1.7%	118
49	Demeter Tactical Investments Corp.	Prospect	-2.0%	404
50	Centerline Wealth Advisors, LLC	Louisville	-2.2%	274
51	The Prosperity People	Bellevue	-3.6%	193
52	Saling Wealth Advisors	Louisville	-3.8%	239
53	Advantage Investment Management	Louisville	-4.4%	386
54	Stewardship Partners Investment Counsel, Inc.	Olmstead	-7.2%	153
55	First Kentucky Securities Corp 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	-12.6%	1,751
56	Wealth Management of the Bluegrass, LLC.	Lexington	-14.5%	186
57	Strategic Wealth Investment Group, LLC	Louisville	-15.7%	4,631
58	Invest Inc.	Lexington	-20.0%	520
59	Tony Walker Financial	Bowling Green	-29.2%	2,936
60	Dupree Financial Group, LLC	Lexington	-45.4%	1,512

60 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.