# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/client-growth/kentucky/

## Facts

- ranking: Independent RIAs with the fastest client growth over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Kentucky
- firms_listed: 57
- rows: rank: 1, crd: 323656, firm: Family Wealth Planning Partners, city: Louisville, state: KY, value: 0.844025157232704, base_value: 795, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323656/; rank: 2, crd: 289436, firm: Owen Larue Financial Group, city: Elizabethtown, state: KY, value: 0.423140495867769, base_value: 605, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289436/; rank: 3, crd: 151523, firm: Meridian Wealth Management, LLC, city: Lexington, state: KY, value: 0.391824526420738, base_value: 4012, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151523/; rank: 4, crd: 323541, firm: Guidance Capital, Inc., city: Louisville, state: KY, value: 0.326923076923077, base_value: 572, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323541/; rank: 5, crd: 284064, firm: FWG Investments, LLC, city: Lexington, state: KY, value: 0.29452485840151, base_value: 1589, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284064/; rank: 6, crd: 331339, firm: LFG Wealth Partners, LLC, city: Elizabethtown, state: KY, value: 0.267605633802817, base_value: 284, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331339/; rank: 7, crd: 130372, firm: MCF Advisors, LLC, city: Lexington, state: KY, value: 0.251236749116608, base_value: 2830, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130372/; rank: 8, crd: 125147, firm: Spectrum Financial Alliance, Ltd., L.L.C., city: Nicholasville, state: KY, value: 0.225454545454545, base_value: 550, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125147/; rank: 9, crd: 283056, firm: Magnate Advisory Services, LLC, city: Louisville, state: KY, value: 0.214175654853621, base_value: 2596, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283056/; rank: 10, crd: 289507, firm: KPP Advisory Services LLC, city: Louisville, state: KY, value: 0.173274596182085, base_value: 3405, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289507/; rank: 11, crd: 121880, firm: Pillar Financial Advisors, LLC, city: Louisville, state: KY, value: 0.147540983606557, base_value: 183, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121880/; rank: 12, crd: 311575, firm: Retirement Planning Solutions, LLC, city: Louisville, state: KY, value: 0.136960600375235, base_value: 1066, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311575/; rank: 13, crd: 289463, firm: Van Leeuwen Retirement & Investment Services, city: Richmond, state: KY, value: 0.103286384976526, base_value: 639, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289463/; rank: 14, crd: 312706, firm: Jennings & Associates Financial Advisors, LLC, city: Paducah, state: KY, value: 0.10207336523126, base_value: 627, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312706/; rank: 15, crd: 175433, firm: Lockshield Partners, Inc., city: Glasgow, state: KY, value: 0.0985365853658537, base_value: 1025, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175433/; rank: 16, crd: 298326, firm: Asio Capital LLC, city: Lexington, state: KY, value: 0.0879120879120878, base_value: 273, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298326/; rank: 17, crd: 154708, firm: Winebrenner Capital Management LLC, city: Louisville, state: KY, value: 0.084862385321101, base_value: 436, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154708/; rank: 18, crd: 325308, firm: Barlow Wealth Partners, LLC, city: Louisville, state: KY, value: 0.0780856423173804, base_value: 397, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325308/; rank: 19, crd: 283632, firm: Mercurio Wealth Advisors, city: Louisville, state: KY, value: 0.0772833723653397, base_value: 427, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283632/; rank: 20, crd: 168467, firm: J. Hagan Capital, Inc., city: Louisville, state: KY, value: 0.0748466257668712, base_value: 815, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168467/; rank: 21, crd: 164193, firm: Itrust Asset Management, LLC, city: Lexington, state: KY, value: 0.0692840646651269, base_value: 433, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164193/; rank: 22, crd: 306639, firm: Alpha Financial Partners LLC, city: Lexington, state: KY, value: 0.0634920634920635, base_value: 378, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306639/; rank: 23, crd: 310682, firm: BLVD Private Wealth, LLC, city: Prospect, state: KY, value: 0.0620155038759691, base_value: 129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310682/; rank: 24, crd: 312817, firm: Paragon Private Wealth Management LLC, city: Lexington, state: KY, value: 0.0562499999999999, base_value: 160, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312817/; rank: 25, crd: 324258, firm: Legacy Financial Independent Advisors LLC, city: Louisville, state: KY, value: 0.0534458509142053, base_value: 711, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324258/; rank: 26, crd: 171919, firm: Journey Advisory Group, LLC, city: Covington, state: KY, value: 0.0533807829181494, base_value: 843, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171919/; rank: 27, crd: 152695, firm: Ballast, Inc., city: Lexington, state: KY, value: 0.0529801324503312, base_value: 453, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152695/; rank: 28, crd: 173029, firm: Wrenne Financial Planning LLC, city: Lexington, state: KY, value: 0.0491803278688525, base_value: 427, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173029/; rank: 29, crd: 286230, firm: Reliant Wealth Planning, LLC, city: Louisville, state: KY, value: 0.0467692307692307, base_value: 1625, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286230/; rank: 30, crd: 285981, firm: Wallace Hart Capital Management, city: Lexington, state: KY, value: 0.0444444444444445, base_value: 225, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285981/; rank: 31, crd: 109513, firm: Russell Capital Management, LLC, city: Lexington, state: KY, value: 0.0418118466898956, base_value: 287, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109513/; rank: 32, crd: 175104, firm: The Gleason Group, Inc., city: Prospect, state: KY, value: 0.0415094339622641, base_value: 265, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175104/; rank: 33, crd: 141571, firm: Townsend Financial Planning, city: Mount Sterling, state: KY, value: 0.0409356725146199, base_value: 171, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141571/; rank: 34, crd: 153650, firm: Altus Wealth Management, LLC, city: Fort Mitchell, state: KY, value: 0.0408163265306123, base_value: 294, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153650/; rank: 35, crd: 158675, firm: Legacy Financial Advisors, Inc., city: Covington, state: KY, value: 0.0329457364341086, base_value: 1032, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158675/; rank: 36, crd: 164333, firm: Investments & Financial Planning, LLC, city: Lexington, state: KY, value: 0.0226969292389854, base_value: 749, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164333/; rank: 37, crd: 170201, firm: Keystone Financial Group, LLC, city: Lexington, state: KY, value: 0.018438844499078, base_value: 6508, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170201/; rank: 38, crd: 110482, firm: Harvey Investment Company, LLC, city: Louisville, state: KY, value: 0.0163934426229508, base_value: 183, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110482/; rank: 39, crd: 107337, firm: Moneywatch Advisors, Inc., city: Lexington, state: KY, value: 0.0131926121372032, base_value: 379, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107337/; rank: 40, crd: 150888, firm: Lanier Asset Management, LLC, city: Louisville, state: KY, value: 0.00980392156862742, base_value: 102, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150888/; rank: 41, crd: 309381, firm: Ricketts Financial, LLC, city: Louisville, state: KY, value: 0.00877192982456143, base_value: 114, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309381/; rank: 42, crd: 133408, firm: Atlas Brown, city: Louisville, state: KY, value: 0.00647948164146861, base_value: 463, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133408/; rank: 43, crd: 107447, firm: E. S. Barr & Company, city: Lexington, state: KY, value: 0.00232018561484915, base_value: 431, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107447/; rank: 44, crd: 107794, firm: Parthenon LLC, city: Louisville, state: KY, value: -0.00409836065573765, base_value: 244, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107794/; rank: 45, crd: 157609, firm: Research & Portfolio Management, city: Crescent Springs, state: KY, value: -0.0114503816793893, base_value: 262, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157609/; rank: 46, crd: 116398, firm: Equity Advisors of Kentucky Inc, city: Lexington, state: KY, value: -0.0169491525423728, base_value: 118, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116398/; rank: 47, crd: 329512, firm: Demeter Tactical Investments Corp., city: Prospect, state: KY, value: -0.0198019801980198, base_value: 404, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329512/; rank: 48, crd: 164485, firm: Centerline Wealth Advisors, LLC, city: Louisville, state: KY, value: -0.0218978102189781, base_value: 274, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164485/; rank: 49, crd: 124957, firm: The Prosperity People, city: Bellevue, state: KY, value: -0.0362694300518135, base_value: 193, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124957/; rank: 50, crd: 283226, firm: Saling Wealth Advisors, city: Louisville, state: KY, value: -0.0376569037656904, base_value: 239, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283226/; rank: 51, crd: 146493, firm: Advantage Investment Management, city: Louisville, state: KY, value: -0.0440414507772021, base_value: 386, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146493/; rank: 52, crd: 115340, firm: Stewardship Partners Investment Counsel, Inc., city: Olmstead, state: KY, value: -0.0718954248366013, base_value: 153, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115340/; rank: 53, crd: 289163, firm: Wealth Management of the Bluegrass, LLC., city: Lexington, state: KY, value: -0.145161290322581, base_value: 186, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289163/; rank: 54, crd: 165474, firm: Strategic Wealth Investment Group, LLC, city: Louisville, state: KY, value: -0.157201468365364, base_value: 4631, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165474/; rank: 55, crd: 146357, firm: Invest Inc., city: Lexington, state: KY, value: -0.2, base_value: 520, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146357/; rank: 56, crd: 145457, firm: Tony Walker Financial, city: Bowling Green, state: KY, value: -0.292234332425068, base_value: 2936, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145457/; rank: 57, crd: 131091, firm: Dupree Financial Group, LLC, city: Lexington, state: KY, value: -0.454365079365079, base_value: 1512, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131091/

## 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 fastest client growth over one year, nationally](https://advisoriq.com/ria/rankings/client-growth/)
- [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/client-growth/kentucky/

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