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Ranking, Kentucky

Fastest-growing independent RIAs over one year in Kentucky

As of October 2, 2026, Churchill Financial Advisors, LLC ranked #1 in Kentucky in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 114.5%, from a base of $243.8 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over one year in Kentucky
Rank Firm City Growth Starting value
1 Churchill Financial Advisors, LLC Louisville 114.5% $243.8 million
2 Spectrum Financial Alliance, Ltd., L.L.C. Nicholasville 100.2% $406.1 million
3 Castellan Louisville 77.8% $496.1 million
4 LFG Wealth Partners, LLC Elizabethtown 70.2% $112.0 million
5 The Gleason Group, Inc. Prospect 65.2% $973.9 million
6 Demeter Tactical Investments Corp. Prospect 43.4% $185.0 million
7 KPP Advisory Services LLC Louisville 42.0% $874.3 million
8 MCF Advisors, LLC Lexington 40.7% $3.3 billion
9 FWG Investments, LLC Lexington 39.6% $250.1 million
10 Owen Larue Financial Group Elizabethtown 33.7% $343.1 million
11 J. Hagan Capital, Inc. Louisville 31.0% $260.9 million
12 Asio Capital LLC Lexington 29.5% $621.5 million
13 Paragon Private Wealth Management LLC Lexington 29.0% $354.9 million
14 Wrenne Financial Planning LLC Lexington 28.8% $231.3 million
15 Meridian Wealth Management, LLC Lexington 28.3% $3.9 billion
16 Invest Inc. Lexington 26.5% $125.5 million
17 BLVD Private Wealth, LLC Prospect 26.3% $174.5 million
18 Keystone Financial Group, LLC Lexington 25.8% $1.9 billion
19 Strategic Wealth Investment Group, LLC Louisville 24.6% $1.1 billion
20 Retirement Planning Solutions, LLC Louisville 24.0% $376.8 million
21 Dupree Financial Group, LLC Lexington 22.5% $330.2 million
22 Alpha Financial Partners LLC Lexington 22.3% $376.1 million
23 Itrust Asset Management, LLC Lexington 21.6% $174.3 million
24 Van Leeuwen Retirement & Investment Services Richmond 21.4% $460.7 million
25 Legacy Financial Advisors, Inc. Covington 20.7% $1.3 billion
26 Magnate Advisory Services, LLC Louisville 20.4% $260.9 million
27 Ballast, Inc. Lexington 20.2% $625.2 million
28 Tony Walker Financial Bowling Green 19.4% $312.8 million
29 Research & Portfolio Management Crescent Springs 19.4% $134.7 million
30 Saling Wealth Advisors Louisville 19.3% $517.6 million
31 Lockshield Partners, Inc. Glasgow 18.3% $245.8 million
32 Guidance Capital, Inc. Louisville 17.1% $384.2 million
33 Advantage Investment Management Louisville 16.5% $184.9 million
34 Jennings & Associates Financial Advisors, LLC Paducah 15.2% $208.4 million
35 Mercurio Wealth Advisors Louisville 14.5% $123.2 million
36 Investments & Financial Planning, LLC Lexington 14.4% $278.4 million
37 Reliant Wealth Planning, LLC Louisville 14.3% $520.6 million
38 Pillar Financial Advisors, LLC Louisville 14.0% $313.8 million
39 Townsend Financial Planning Mount Sterling 13.7% $130.5 million
40 Equity Advisors of Kentucky Inc Lexington 13.3% $125.0 million
41 Moneywatch Advisors, Inc. Lexington 13.2% $291.3 million
42 Altus Wealth Management, LLC Fort Mitchell 12.8% $359.3 million
43 E. S. Barr & Company Lexington 12.6% $2.0 billion
44 The Prosperity People Bellevue 12.5% $130.7 million
45 Journey Advisory Group, LLC Covington 12.3% $1.5 billion
46 Wealth Management of the Bluegrass, LLC. Lexington 11.5% $167.4 million
47 Barlow Wealth Partners, LLC Louisville 11.2% $1.2 billion
48 Centerline Wealth Advisors, LLC Louisville 11.2% $293.3 million
49 Russell Capital Management, LLC Lexington 9.4% $251.5 million
50 Harvey Investment Company, LLC Louisville 9.3% $941.5 million
51 Parthenon LLC Louisville 8.7% $1.1 billion
52 Ricketts Financial, LLC Louisville 8.1% $290.5 million
53 Legacy Financial Independent Advisors LLC Louisville 7.4% $450.6 million
54 Winebrenner Capital Management LLC Louisville 7.1% $243.2 million
55 Atlas Brown Louisville 6.6% $567.5 million
56 Wallace Hart Capital Management Lexington 3.3% $255.6 million
57 Lanier Asset Management, LLC Louisville 1.3% $139.8 million
58 Family Wealth Planning Partners Louisville 1.2% $313.5 million

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

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Fastest growing 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.