# 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.

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

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Kentucky
- firms_listed: 100
- rows: rank: 1, crd: 151523, firm: Meridian Wealth Management, LLC, city: Lexington, state: KY, value: 4983377516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151523/; rank: 2, crd: 130372, firm: MCF Advisors, LLC, city: Lexington, state: KY, value: 4684530591, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130372/; rank: 3, crd: 170201, firm: Keystone Financial Group, LLC, city: Lexington, state: KY, value: 2338235877, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170201/; rank: 4, crd: 107447, firm: E. S. Barr & Company, city: Lexington, state: KY, value: 2220368166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107447/; rank: 5, crd: 171919, firm: Journey Advisory Group, LLC, city: Covington, state: KY, value: 1654120334, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171919/; rank: 6, crd: 175104, firm: The Gleason Group, Inc., city: Prospect, state: KY, value: 1608980758, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175104/; rank: 7, crd: 158675, firm: Legacy Financial Advisors, Inc., city: Covington, state: KY, value: 1515563474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158675/; rank: 8, crd: 165474, firm: Strategic Wealth Investment Group, LLC, city: Louisville, state: KY, value: 1384291490, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165474/; rank: 9, crd: 325308, firm: Barlow Wealth Partners, LLC, city: Louisville, state: KY, value: 1351891275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325308/; rank: 10, crd: 289507, firm: KPP Advisory Services LLC, city: Louisville, state: KY, value: 1241011682, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289507/; rank: 11, crd: 107794, firm: Parthenon LLC, city: Louisville, state: KY, value: 1217505630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107794/; rank: 12, crd: 110482, firm: Harvey Investment Company, LLC, city: Louisville, state: KY, value: 1028628022, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110482/; rank: 13, crd: 299363, firm: Castellan, city: Louisville, state: KY, value: 882230876, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299363/; rank: 14, crd: 125147, firm: Spectrum Financial Alliance, Ltd., L.L.C., city: Nicholasville, state: KY, value: 813014305, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125147/; rank: 15, crd: 298326, firm: Asio Capital LLC, city: Lexington, state: KY, value: 805087065, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298326/; rank: 16, crd: 152695, firm: Ballast, Inc., city: Lexington, state: KY, value: 751516845, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152695/; rank: 17, crd: 283226, firm: Saling Wealth Advisors, city: Louisville, state: KY, value: 617652976, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283226/; rank: 18, crd: 133408, firm: Atlas Brown, city: Louisville, state: KY, value: 605223761, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133408/; rank: 19, crd: 286230, firm: Reliant Wealth Planning, LLC, city: Louisville, state: KY, value: 595209756, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286230/; rank: 20, crd: 289463, firm: Van Leeuwen Retirement & Investment Services, city: Richmond, state: KY, value: 559416819, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289463/; rank: 21, crd: 333071, firm: Churchill Financial Advisors, LLC, city: Louisville, state: KY, value: 522862170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333071/; rank: 22, crd: 324258, firm: Legacy Financial Independent Advisors LLC, city: Louisville, state: KY, value: 484012911, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324258/; rank: 23, crd: 311575, firm: Retirement Planning Solutions, LLC, city: Louisville, state: KY, value: 467035199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311575/; rank: 24, crd: 306639, firm: Alpha Financial Partners LLC, city: Lexington, state: KY, value: 459855610, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306639/; rank: 25, crd: 289436, firm: Owen Larue Financial Group, city: Elizabethtown, state: KY, value: 458861120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289436/; rank: 26, crd: 312817, firm: Paragon Private Wealth Management LLC, city: Lexington, state: KY, value: 457884918, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312817/; rank: 27, crd: 323541, firm: Guidance Capital, Inc., city: Louisville, state: KY, value: 449768688, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323541/; rank: 28, crd: 153650, firm: Altus Wealth Management, LLC, city: Fort Mitchell, state: KY, value: 405169835, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153650/; rank: 29, crd: 131091, firm: Dupree Financial Group, LLC, city: Lexington, state: KY, value: 404368661, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131091/; rank: 30, crd: 145457, firm: Tony Walker Financial, city: Bowling Green, state: KY, value: 373667468, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145457/; rank: 31, crd: 121880, firm: Pillar Financial Advisors, LLC, city: Louisville, state: KY, value: 357868054, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121880/; rank: 32, crd: 339285, firm: Access Wealth Management, LLC, city: Louisville, state: KY, value: 357683282, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339285/; rank: 33, crd: 284064, firm: FWG Investments, LLC, city: Lexington, state: KY, value: 349048767, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284064/; rank: 34, crd: 168467, firm: J. Hagan Capital, Inc., city: Louisville, state: KY, value: 341762266, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168467/; rank: 35, crd: 107337, firm: Moneywatch Advisors, Inc., city: Lexington, state: KY, value: 329735069, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107337/; rank: 36, crd: 164485, firm: Centerline Wealth Advisors, LLC, city: Louisville, state: KY, value: 326036978, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164485/; rank: 37, crd: 164333, firm: Investments & Financial Planning, LLC, city: Lexington, state: KY, value: 318664226, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164333/; rank: 38, crd: 323656, firm: Family Wealth Planning Partners, city: Louisville, state: KY, value: 317374188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323656/; rank: 39, crd: 283056, firm: Magnate Advisory Services, LLC, city: Louisville, state: KY, value: 314131225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283056/; rank: 40, crd: 309381, firm: Ricketts Financial, LLC, city: Louisville, state: KY, value: 314041958, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309381/; rank: 41, crd: 173029, firm: Wrenne Financial Planning LLC, city: Lexington, state: KY, value: 297914898, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173029/; rank: 42, crd: 175433, firm: Lockshield Partners, Inc., city: Glasgow, state: KY, value: 290617759, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175433/; rank: 43, crd: 109513, firm: Russell Capital Management, LLC, city: Lexington, state: KY, value: 275014718, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109513/; rank: 44, crd: 329512, firm: Demeter Tactical Investments Corp., city: Prospect, state: KY, value: 265266889, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329512/; rank: 45, crd: 285981, firm: Wallace Hart Capital Management, city: Lexington, state: KY, value: 264001265, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285981/; rank: 46, crd: 154708, firm: Winebrenner Capital Management LLC, city: Louisville, state: KY, value: 260471771, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154708/; rank: 47, crd: 138143, firm: Principled Wealth Advisors, LLC, city: Covington, state: KY, value: 252109486, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138143/; rank: 48, crd: 312706, firm: Jennings & Associates Financial Advisors, LLC, city: Paducah, state: KY, value: 240125414, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312706/; rank: 49, crd: 310682, firm: BLVD Private Wealth, LLC, city: Prospect, state: KY, value: 220351220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310682/; rank: 50, crd: 146493, firm: Advantage Investment Management, city: Louisville, state: KY, value: 215376210, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146493/; rank: 51, crd: 164193, firm: Itrust Asset Management, LLC, city: Lexington, state: KY, value: 211938663, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164193/; rank: 52, crd: 331339, firm: LFG Wealth Partners, LLC, city: Elizabethtown, state: KY, value: 190676829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331339/; rank: 53, crd: 289163, firm: Wealth Management of the Bluegrass, LLC., city: Lexington, state: KY, value: 186724518, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289163/; rank: 54, crd: 157609, firm: Research & Portfolio Management, city: Crescent Springs, state: KY, value: 160806297, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157609/; rank: 55, crd: 146357, firm: Invest Inc., city: Lexington, state: KY, value: 158742586, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146357/; rank: 56, crd: 141571, firm: Townsend Financial Planning, city: Mount Sterling, state: KY, value: 148313084, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141571/; rank: 57, crd: 124957, firm: The Prosperity People, city: Bellevue, state: KY, value: 147000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124957/; rank: 58, crd: 150888, firm: Lanier Asset Management, LLC, city: Louisville, state: KY, value: 141686194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150888/; rank: 59, crd: 116398, firm: Equity Advisors of Kentucky Inc, city: Lexington, state: KY, value: 141596255, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116398/; rank: 60, crd: 283632, firm: Mercurio Wealth Advisors, city: Louisville, state: KY, value: 141065289, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283632/; rank: 61, crd: 314932, firm: Q2 Wealth Management, city: Lexington, state: KY, value: 123491576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314932/; rank: 62, crd: 314832, firm: Abri LLC, city: Lexington, state: KY, value: 114386423, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314832/; rank: 63, crd: 170046, firm: Graeter Wealth Advisors, LLC, city: Louisville, state: KY, value: 104897434, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170046/; rank: 64, crd: 161087, firm: Riverstone Asset Management, LLC, city: Louisville, state: KY, value: 103037541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161087/; rank: 65, crd: 288491, firm: Farnsley Advisors, city: Louisville, state: KY, value: 91781876, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288491/; rank: 66, crd: 316062, firm: Sapphire Fiduciary Advisors, LLC, city: Louisville, state: KY, value: 90000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316062/; rank: 67, crd: 286471, firm: Foster Investment Services, city: Lexington, state: KY, value: 89906362, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286471/; rank: 68, crd: 287946, firm: Canopus Wealth Management, city: Louisville, state: KY, value: 84078525, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287946/; rank: 69, crd: 329361, firm: R.D. Smothers Wealth Management, city: Campbellsville, state: KY, value: 74860617, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329361/; rank: 70, crd: 115340, firm: Stewardship Partners Investment Counsel, Inc., city: Olmstead, state: KY, value: 73217944, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115340/; rank: 71, crd: 146331, firm: MC Financial Services, Inc., city: Louisville, state: KY, value: 68617921, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146331/; rank: 72, crd: 122576, firm: Rivercities Asset Management, LLC, city: Owensboro, state: KY, value: 65924728, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122576/; rank: 73, crd: 169515, firm: Bluegrass Financial Planning, LLC, city: Louisville, state: KY, value: 61185055, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169515/; rank: 74, crd: 146369, firm: Leif Clarke Wealth Management, Inc., city: Ashland, state: KY, value: 60316037, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146369/; rank: 75, crd: 153404, firm: Journey Financial Management, LLC, city: Bowling Green, state: KY, value: 57859656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153404/; rank: 76, crd: 327958, firm: Fire Wealth Management, LLC, city: Mayfield, state: KY, value: 57483800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327958/; rank: 77, crd: 335218, firm: Jla Capital, LLC, city: Prospect, state: KY, value: 57385000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335218/; rank: 78, crd: 124034, firm: Thompson Investment Advisors, city: Louisville, state: KY, value: 57000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124034/; rank: 79, crd: 147332, firm: Proactive Advisors, LLC, city: Lexington, state: KY, value: 56800715, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147332/; rank: 80, crd: 286028, firm: Prosperity Asset Management, LLC, city: Louisville, state: KY, value: 56591359, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286028/; rank: 81, crd: 151499, firm: Federal Hill Capital Management, city: Bardstown, state: KY, value: 55572216, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151499/; rank: 82, crd: 322651, firm: Pulse Wealth, city: Lexington, state: KY, value: 50148739, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322651/; rank: 83, crd: 168119, firm: Investment Answers, city: Louisville, state: KY, value: 49341326, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168119/; rank: 84, crd: 312250, firm: Plentiful Wealth, LLC, city: Louisville, state: KY, value: 44674596, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312250/; rank: 85, crd: 171446, firm: Wealth Management of Kentucky, Inc., city: Lexington, state: KY, value: 42860391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171446/; rank: 86, crd: 145043, firm: Moneywise, Inc., city: Lexington, state: KY, value: 40389761, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145043/; rank: 87, crd: 171360, firm: Crimson Oak Wealth Management, LLC, city: Lexington, state: KY, value: 39040381, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171360/; rank: 88, crd: 146410, firm: Beacon Asset Management, city: Owensboro, state: KY, value: 35955230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146410/; rank: 89, crd: 319525, firm: Burl Investment Management, LLC, city: Lexington, state: KY, value: 32271010, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319525/; rank: 90, crd: 159055, firm: Highland Capital Advisors , LLC, city: Louisville, state: KY, value: 32147840, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159055/; rank: 91, crd: 305992, firm: Warren Wealth Management & Tax Planning Inc., city: Louisville, state: KY, value: 31300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305992/; rank: 92, crd: 316202, firm: Dmlo Wealth Planning, LLC, city: Louisville, state: KY, value: 30375862, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316202/; rank: 93, crd: 287623, firm: Pivot Point Wealth Planning, city: Brandenburg, state: KY, value: 30205570, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287623/; rank: 94, crd: 314961, firm: Inspire Private Wealth Management, city: Louisville, state: KY, value: 28993998, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314961/; rank: 95, crd: 289872, firm: T.K.M. Financial Services, LLC, city: Louisville, state: KY, value: 28347736, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289872/; rank: 96, crd: 157065, firm: Lach Financial, city: Louisville, state: KY, value: 27582680, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157065/; rank: 97, crd: 328816, firm: Geiser Wealth Planning, LLC, city: Lexington, state: KY, value: 24425572, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328816/; rank: 98, crd: 129359, firm: Keepsake Management Inc., city: Lexington, state: KY, value: 23763376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129359/; rank: 99, crd: 144746, firm: Clear Trace, LLC, city: Pewee Valley, state: KY, value: 21914741, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144746/; rank: 100, crd: 309068, firm: Carriage House Planning LLC, city: Fisherville, state: KY, value: 21126146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309068/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/kentucky/

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