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AdvisorIQ

Ranking, Kentucky

Largest independent RIAs by assets under management in Kentucky

As of October 2, 2026, Meridian Wealth Management, LLC ranked #1 in Kentucky in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $5.0 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Meridian Wealth Management, LLC Lexington $5.0 billion
2 MCF Advisors, LLC Lexington $4.7 billion
3 Keystone Financial Group, LLC Lexington $2.3 billion
4 E. S. Barr & Company Lexington $2.2 billion
5 Journey Advisory Group, LLC Covington $1.7 billion
6 The Gleason Group, Inc. Prospect $1.6 billion
7 Legacy Financial Advisors, Inc. Covington $1.5 billion
8 Strategic Wealth Investment Group, LLC Louisville $1.4 billion
9 Barlow Wealth Partners, LLC Louisville $1.4 billion
10 KPP Advisory Services LLC Louisville $1.2 billion
11 Parthenon LLC Louisville $1.2 billion
12 Harvey Investment Company, LLC Louisville $1.0 billion
13 Castellan Louisville $882.2 million
14 Spectrum Financial Alliance, Ltd., L.L.C. Nicholasville $813.0 million
15 Asio Capital LLC Lexington $805.1 million
16 Ballast, Inc. Lexington $751.5 million
17 Saling Wealth Advisors Louisville $617.7 million
18 Atlas Brown Louisville $605.2 million
19 Reliant Wealth Planning, LLC Louisville $595.2 million
20 Van Leeuwen Retirement & Investment Services Richmond $559.4 million
21 Churchill Financial Advisors, LLC Louisville $522.9 million
22 Legacy Financial Independent Advisors LLC Louisville $484.0 million
23 Retirement Planning Solutions, LLC Louisville $467.0 million
24 Alpha Financial Partners LLC Lexington $459.9 million
25 Owen Larue Financial Group Elizabethtown $458.9 million
26 Paragon Private Wealth Management LLC Lexington $457.9 million
27 Guidance Capital, Inc. Louisville $449.8 million
28 Altus Wealth Management, LLC Fort Mitchell $405.2 million
29 Dupree Financial Group, LLC Lexington $404.4 million
30 Tony Walker Financial Bowling Green $373.7 million
31 Pillar Financial Advisors, LLC Louisville $357.9 million
32 Access Wealth Management, LLC Louisville $357.7 million
33 FWG Investments, LLC Lexington $349.0 million
34 J. Hagan Capital, Inc. Louisville $341.8 million
35 Moneywatch Advisors, Inc. Lexington $329.7 million
36 Centerline Wealth Advisors, LLC Louisville $326.0 million
37 Investments & Financial Planning, LLC Lexington $318.7 million
38 Family Wealth Planning Partners Louisville $317.4 million
39 Magnate Advisory Services, LLC Louisville $314.1 million
40 Ricketts Financial, LLC Louisville $314.0 million
41 Wrenne Financial Planning LLC Lexington $297.9 million
42 Lockshield Partners, Inc. Glasgow $290.6 million
43 Russell Capital Management, LLC Lexington $275.0 million
44 Demeter Tactical Investments Corp. Prospect $265.3 million
45 Wallace Hart Capital Management Lexington $264.0 million
46 Winebrenner Capital Management LLC Louisville $260.5 million
47 Principled Wealth Advisors, LLC Covington $252.1 million
48 Jennings & Associates Financial Advisors, LLC Paducah $240.1 million
49 BLVD Private Wealth, LLC Prospect $220.4 million
50 Advantage Investment Management Louisville $215.4 million
51 Itrust Asset Management, LLC Lexington $211.9 million
52 LFG Wealth Partners, LLC Elizabethtown $190.7 million
53 Wealth Management of the Bluegrass, LLC. Lexington $186.7 million
54 Research & Portfolio Management Crescent Springs $160.8 million
55 Invest Inc. Lexington $158.7 million
56 Townsend Financial Planning Mount Sterling $148.3 million
57 The Prosperity People Bellevue $147.0 million
58 Lanier Asset Management, LLC Louisville $141.7 million
59 Equity Advisors of Kentucky Inc Lexington $141.6 million
60 Mercurio Wealth Advisors Louisville $141.1 million
61 Q2 Wealth Management Lexington $123.5 million
62 Abri LLC Lexington $114.4 million
63 Graeter Wealth Advisors, LLC Louisville $104.9 million
64 Riverstone Asset Management, LLC Louisville $103.0 million
65 Farnsley Advisors Louisville $91.8 million
66 Sapphire Fiduciary Advisors, LLC Louisville $90.0 million
67 Foster Investment Services Lexington $89.9 million
68 Canopus Wealth Management Louisville $84.1 million
69 R.D. Smothers Wealth Management Campbellsville $74.9 million
70 Stewardship Partners Investment Counsel, Inc. Olmstead $73.2 million
71 MC Financial Services, Inc. Louisville $68.6 million
72 Rivercities Asset Management, LLC Owensboro $65.9 million
73 Bluegrass Financial Planning, LLC Louisville $61.2 million
74 Leif Clarke Wealth Management, Inc. Ashland $60.3 million
75 Journey Financial Management, LLC Bowling Green $57.9 million
76 Fire Wealth Management, LLC Mayfield $57.5 million
77 Jla Capital, LLC Prospect $57.4 million
78 Thompson Investment Advisors Louisville $57.0 million
79 Proactive Advisors, LLC Lexington $56.8 million
80 Prosperity Asset Management, LLC Louisville $56.6 million
81 Federal Hill Capital Management Bardstown $55.6 million
82 Pulse Wealth Lexington $50.1 million
83 Investment Answers Louisville $49.3 million
84 Plentiful Wealth, LLC Louisville $44.7 million
85 Wealth Management of Kentucky, Inc. Lexington $42.9 million
86 Moneywise, Inc. Lexington $40.4 million
87 Crimson Oak Wealth Management, LLC Lexington $39.0 million
88 Beacon Asset Management Owensboro $36.0 million
89 Burl Investment Management, LLC Lexington $32.3 million
90 Highland Capital Advisors , LLC Louisville $32.1 million
91 Warren Wealth Management & Tax Planning Inc. Louisville $31.3 million
92 Dmlo Wealth Planning, LLC Louisville $30.4 million
93 Pivot Point Wealth Planning Brandenburg $30.2 million
94 Inspire Private Wealth Management Louisville $29.0 million
95 T.K.M. Financial Services, LLC Louisville $28.3 million
96 Lach Financial Louisville $27.6 million
97 Geiser Wealth Planning, LLC Lexington $24.4 million
98 Keepsake Management Inc. Lexington $23.8 million
99 Clear Trace, LLC Pewee Valley $21.9 million
100 Carriage House Planning LLC Fisherville $21.1 million

Showing the top 100. Figures are as firms reported them on Form ADV.

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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.