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For asset managers
AdvisorIQ

Ranking, Kentucky

Fastest-growing wealth firms over one year, including broker-dealer firms in Kentucky

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

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

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.

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 Private Client Services, LLC Broker-dealer affiliated Louisville 31.6% $1.1 billion
12 J. Hagan Capital, Inc. Louisville 31.0% $260.9 million
13 Asio Capital LLC Lexington 29.5% $621.5 million
14 Paragon Private Wealth Management LLC Lexington 29.0% $354.9 million
15 Wrenne Financial Planning LLC Lexington 28.8% $231.3 million
16 Meridian Wealth Management, LLC Lexington 28.3% $3.9 billion
17 Invest Inc. Lexington 26.5% $125.5 million
18 BLVD Private Wealth, LLC Prospect 26.3% $174.5 million
19 Keystone Financial Group, LLC Lexington 25.8% $1.9 billion
20 Strategic Wealth Investment Group, LLC Louisville 24.6% $1.1 billion
21 Retirement Planning Solutions, LLC Louisville 24.0% $376.8 million
22 Dupree Financial Group, LLC Lexington 22.5% $330.2 million
23 Alpha Financial Partners LLC Lexington 22.3% $376.1 million
24 Itrust Asset Management, LLC Lexington 21.6% $174.3 million
25 Van Leeuwen Retirement & Investment Services Richmond 21.4% $460.7 million
26 Legacy Financial Advisors, Inc. Covington 20.7% $1.3 billion
27 Magnate Advisory Services, LLC Louisville 20.4% $260.9 million
28 Ballast, Inc. Lexington 20.2% $625.2 million
29 Tony Walker Financial Bowling Green 19.4% $312.8 million
30 Research & Portfolio Management Crescent Springs 19.4% $134.7 million
31 Saling Wealth Advisors Louisville 19.3% $517.6 million
32 Lockshield Partners, Inc. Glasgow 18.3% $245.8 million
33 Guidance Capital, Inc. Louisville 17.1% $384.2 million
34 Advantage Investment Management Louisville 16.5% $184.9 million
35 Jennings & Associates Financial Advisors, LLC Paducah 15.2% $208.4 million
36 Mercurio Wealth Advisors Louisville 14.5% $123.2 million
37 Investments & Financial Planning, LLC Lexington 14.4% $278.4 million
38 Reliant Wealth Planning, LLC Louisville 14.3% $520.6 million
39 Pillar Financial Advisors, LLC Louisville 14.0% $313.8 million
40 Townsend Financial Planning Mount Sterling 13.7% $130.5 million
41 Equity Advisors of Kentucky Inc Lexington 13.3% $125.0 million
42 Moneywatch Advisors, Inc. Lexington 13.2% $291.3 million
43 Altus Wealth Management, LLC Fort Mitchell 12.8% $359.3 million
44 E. S. Barr & Company Lexington 12.6% $2.0 billion
45 The Prosperity People Bellevue 12.5% $130.7 million
46 Journey Advisory Group, LLC Covington 12.3% $1.5 billion
47 Wealth Management of the Bluegrass, LLC. Lexington 11.5% $167.4 million
48 Barlow Wealth Partners, LLC Louisville 11.2% $1.2 billion
49 Centerline Wealth Advisors, LLC Louisville 11.2% $293.3 million
50 Russell Capital Management, LLC Lexington 9.4% $251.5 million
51 Harvey Investment Company, LLC Louisville 9.3% $941.5 million
52 Parthenon LLC Louisville 8.7% $1.1 billion
53 Ricketts Financial, LLC Louisville 8.1% $290.5 million
54 Legacy Financial Independent Advisors LLC Louisville 7.4% $450.6 million
55 Winebrenner Capital Management LLC Louisville 7.1% $243.2 million
56 Atlas Brown Louisville 6.6% $567.5 million
57 Wallace Hart Capital Management Lexington 3.3% $255.6 million
58 Lanier Asset Management, LLC Louisville 1.3% $139.8 million
59 Family Wealth Planning Partners Louisville 1.2% $313.5 million
60 Alexander Investment Services Co. Broker-dealer affiliated Louisville -10.1% $641.4 million
61 First Kentucky Securities Corp Broker-dealer affiliated Louisville -16.6% $678.6 million

61 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.