# Independent RIAs with the most advisory staff in Kentucky

As of October 2, 2026, Meridian Wealth Management, LLC ranked #1 in Kentucky in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 59.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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: count
- scope: Kentucky
- firms_listed: 147
- rows: rank: 1, crd: 151523, firm: Meridian Wealth Management, LLC, city: Lexington, state: KY, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151523/; rank: 2, crd: 165474, firm: Strategic Wealth Investment Group, LLC, city: Louisville, state: KY, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165474/; rank: 3, crd: 170201, firm: Keystone Financial Group, LLC, city: Lexington, state: KY, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170201/; rank: 4, crd: 130372, firm: MCF Advisors, LLC, city: Lexington, state: KY, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130372/; rank: 5, crd: 289507, firm: KPP Advisory Services LLC, city: Louisville, state: KY, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289507/; rank: 6, crd: 171919, firm: Journey Advisory Group, LLC, city: Covington, state: KY, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171919/; rank: 7, crd: 158675, firm: Legacy Financial Advisors, Inc., city: Covington, state: KY, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158675/; rank: 8, crd: 284064, firm: FWG Investments, LLC, city: Lexington, state: KY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284064/; rank: 9, crd: 283226, firm: Saling Wealth Advisors, city: Louisville, state: KY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283226/; rank: 10, crd: 152695, firm: Ballast, Inc., city: Lexington, state: KY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152695/; rank: 10, crd: 314832, firm: Abri LLC, city: Lexington, state: KY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314832/; rank: 12, crd: 283056, firm: Magnate Advisory Services, LLC, city: Louisville, state: KY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283056/; rank: 12, crd: 323541, firm: Guidance Capital, Inc., city: Louisville, state: KY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323541/; rank: 12, crd: 331339, firm: LFG Wealth Partners, LLC, city: Elizabethtown, state: KY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331339/; rank: 15, crd: 131091, firm: Dupree Financial Group, LLC, city: Lexington, state: KY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131091/; rank: 15, crd: 133408, firm: Atlas Brown, city: Louisville, state: KY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133408/; rank: 15, crd: 168467, firm: J. Hagan Capital, Inc., city: Louisville, state: KY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168467/; rank: 15, crd: 173029, firm: Wrenne Financial Planning LLC, city: Lexington, state: KY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173029/; rank: 15, crd: 286230, firm: Reliant Wealth Planning, LLC, city: Louisville, state: KY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286230/; rank: 15, crd: 298326, firm: Asio Capital LLC, city: Lexington, state: KY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298326/; rank: 15, crd: 325308, firm: Barlow Wealth Partners, LLC, city: Louisville, state: KY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325308/; rank: 22, crd: 107794, firm: Parthenon LLC, city: Louisville, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107794/; rank: 22, crd: 146357, firm: Invest Inc., city: Lexington, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146357/; rank: 22, crd: 146493, firm: Advantage Investment Management, city: Louisville, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146493/; rank: 22, crd: 153650, firm: Altus Wealth Management, LLC, city: Fort Mitchell, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153650/; rank: 22, crd: 154708, firm: Winebrenner Capital Management LLC, city: Louisville, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154708/; rank: 22, crd: 175104, firm: The Gleason Group, Inc., city: Prospect, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175104/; rank: 22, crd: 306639, firm: Alpha Financial Partners LLC, city: Lexington, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306639/; rank: 22, crd: 311575, firm: Retirement Planning Solutions, LLC, city: Louisville, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311575/; rank: 22, crd: 312706, firm: Jennings & Associates Financial Advisors, LLC, city: Paducah, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312706/; rank: 22, crd: 316202, firm: Dmlo Wealth Planning, LLC, city: Louisville, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316202/; rank: 22, crd: 323656, firm: Family Wealth Planning Partners, city: Louisville, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323656/; rank: 22, crd: 324258, firm: Legacy Financial Independent Advisors LLC, city: Louisville, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324258/; rank: 34, crd: 109513, firm: Russell Capital Management, LLC, city: Lexington, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109513/; rank: 34, crd: 110482, firm: Harvey Investment Company, LLC, city: Louisville, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110482/; rank: 34, crd: 121880, firm: Pillar Financial Advisors, LLC, city: Louisville, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121880/; rank: 34, crd: 124957, firm: The Prosperity People, city: Bellevue, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124957/; rank: 34, crd: 145457, firm: Tony Walker Financial, city: Bowling Green, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145457/; rank: 34, crd: 153404, firm: Journey Financial Management, LLC, city: Bowling Green, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153404/; rank: 34, crd: 164485, firm: Centerline Wealth Advisors, LLC, city: Louisville, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164485/; rank: 34, crd: 175433, firm: Lockshield Partners, Inc., city: Glasgow, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175433/; rank: 34, crd: 289436, firm: Owen Larue Financial Group, city: Elizabethtown, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289436/; rank: 34, crd: 299363, firm: Castellan, city: Louisville, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299363/; rank: 44, crd: 107337, firm: Moneywatch Advisors, Inc., city: Lexington, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107337/; rank: 44, crd: 107447, firm: E. S. Barr & Company, city: Lexington, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107447/; rank: 44, crd: 115340, firm: Stewardship Partners Investment Counsel, Inc., city: Olmstead, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115340/; rank: 44, crd: 116398, firm: Equity Advisors of Kentucky Inc, city: Lexington, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116398/; rank: 44, crd: 125147, firm: Spectrum Financial Alliance, Ltd., L.L.C., city: Nicholasville, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125147/; rank: 44, crd: 141571, firm: Townsend Financial Planning, city: Mount Sterling, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141571/; rank: 44, crd: 157609, firm: Research & Portfolio Management, city: Crescent Springs, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157609/; rank: 44, crd: 164193, firm: Itrust Asset Management, LLC, city: Lexington, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164193/; rank: 44, crd: 170046, firm: Graeter Wealth Advisors, LLC, city: Louisville, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170046/; rank: 44, crd: 283632, firm: Mercurio Wealth Advisors, city: Louisville, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283632/; rank: 44, crd: 285981, firm: Wallace Hart Capital Management, city: Lexington, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285981/; rank: 44, crd: 287946, firm: Canopus Wealth Management, city: Louisville, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287946/; rank: 44, crd: 288491, firm: Farnsley Advisors, city: Louisville, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288491/; rank: 44, crd: 300412, firm: High Knoll Wealth Advisors, LLC, city: Lexington, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300412/; rank: 44, crd: 310682, firm: BLVD Private Wealth, LLC, city: Prospect, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310682/; rank: 44, crd: 314932, firm: Q2 Wealth Management, city: Lexington, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314932/; rank: 44, crd: 329512, firm: Demeter Tactical Investments Corp., city: Prospect, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329512/; rank: 44, crd: 333071, firm: Churchill Financial Advisors, LLC, city: Louisville, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333071/; rank: 44, crd: 339285, firm: Access Wealth Management, LLC, city: Louisville, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339285/; rank: 63, crd: 122135, firm: Coats Financial Planning, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122135/; rank: 63, crd: 122671, firm: Robert M Walker & Associates, city: Taylorsville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122671/; rank: 63, crd: 138143, firm: Principled Wealth Advisors, LLC, city: Covington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138143/; rank: 63, crd: 147332, firm: Proactive Advisors, LLC, city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147332/; rank: 63, crd: 148573, firm: Life Advisors Financial Planning and Wealth Management, LLC, city: Munfordville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148573/; rank: 63, crd: 151499, firm: Federal Hill Capital Management, city: Bardstown, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151499/; rank: 63, crd: 161087, firm: Riverstone Asset Management, LLC, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161087/; rank: 63, crd: 164333, firm: Investments & Financial Planning, LLC, city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164333/; rank: 63, crd: 171446, firm: Wealth Management of Kentucky, Inc., city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171446/; rank: 63, crd: 286028, firm: Prosperity Asset Management, LLC, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286028/; rank: 63, crd: 286471, firm: Foster Investment Services, city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286471/; rank: 63, crd: 289163, firm: Wealth Management of the Bluegrass, LLC., city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289163/; rank: 63, crd: 289164, firm: Triple Crown Wealth Management, city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289164/; rank: 63, crd: 289463, firm: Van Leeuwen Retirement & Investment Services, city: Richmond, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289463/; rank: 63, crd: 307057, firm: Vistafront Partners Inc, city: Frankfort, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307057/; rank: 63, crd: 312817, firm: Paragon Private Wealth Management LLC, city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312817/; rank: 63, crd: 316062, firm: Sapphire Fiduciary Advisors, LLC, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316062/; rank: 63, crd: 327958, firm: Fire Wealth Management, LLC, city: Mayfield, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327958/; rank: 63, crd: 328804, firm: Fortress Financial Partners, city: Florence, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328804/; rank: 63, crd: 329361, firm: R.D. Smothers Wealth Management, city: Campbellsville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329361/; rank: 63, crd: 335332, firm: Lloyd Financial Group LLC, city: Union, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335332/; rank: 63, crd: 342302, firm: Belle Trace Financial Planning, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342302/; rank: 85, crd: 122576, firm: Rivercities Asset Management, LLC, city: Owensboro, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122576/; rank: 85, crd: 124034, firm: Thompson Investment Advisors, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124034/; rank: 85, crd: 129359, firm: Keepsake Management Inc., city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129359/; rank: 85, crd: 144746, firm: Clear Trace, LLC, city: Pewee Valley, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144746/; rank: 85, crd: 145043, firm: Moneywise, Inc., city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145043/; rank: 85, crd: 145680, firm: WH Wealth Management LLC, city: Berea, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145680/; rank: 85, crd: 146331, firm: MC Financial Services, Inc., city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146331/; rank: 85, crd: 146369, firm: Leif Clarke Wealth Management, Inc., city: Ashland, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146369/; rank: 85, crd: 146410, firm: Beacon Asset Management, city: Owensboro, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146410/; rank: 85, crd: 149749, firm: Your Best Move Inc, city: Bardstown, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149749/; rank: 85, crd: 150888, firm: Lanier Asset Management, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150888/; rank: 85, crd: 154598, firm: Remington Wealth Management LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154598/; rank: 85, crd: 157065, firm: Lach Financial, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157065/; rank: 85, crd: 159055, firm: Highland Capital Advisors , LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159055/; rank: 85, crd: 159957, firm: Page Financial Services, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159957/; rank: 85, crd: 165086, firm: Lifetime Wealth Design LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165086/; rank: 85, crd: 167145, firm: Springhouse Financial, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167145/; rank: 85, crd: 168119, firm: Investment Answers, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168119/; rank: 85, crd: 168137, firm: Griggs Capital LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168137/; rank: 85, crd: 169515, firm: Bluegrass Financial Planning, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169515/; rank: 85, crd: 171360, firm: Crimson Oak Wealth Management, LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171360/; rank: 85, crd: 173241, firm: Profolio Investments, Inc., city: Union, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173241/; rank: 85, crd: 281812, firm: Context Financial LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281812/; rank: 85, crd: 285786, firm: Greenwell Capital Management, LLC, city: Owensboro, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285786/; rank: 85, crd: 287623, firm: Pivot Point Wealth Planning, city: Brandenburg, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287623/; rank: 85, crd: 289872, firm: T.K.M. Financial Services, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289872/; rank: 85, crd: 291129, firm: Key Financial Advisors LLC, city: Owensboro, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291129/; rank: 85, crd: 293283, firm: Clark Financial Planning, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293283/; rank: 85, crd: 301193, firm: E2 Financial Services, LLC, city: Southgate, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301193/; rank: 85, crd: 301873, firm: Corley Capital LLC, city: Brandenburg, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301873/; rank: 85, crd: 305992, firm: Warren Wealth Management & Tax Planning Inc., city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305992/; rank: 85, crd: 307743, firm: Best Investment Options, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307743/; rank: 85, crd: 308170, firm: Avant-Garde Wealth, city: Smiths Grove, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308170/; rank: 85, crd: 309068, firm: Carriage House Planning LLC, city: Fisherville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309068/; rank: 85, crd: 309240, firm: Vermillion Private Wealth, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309240/; rank: 85, crd: 309381, firm: Ricketts Financial, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309381/; rank: 85, crd: 312062, firm: Hannegan Wealth Management, LLC, city: Edgewood, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312062/; rank: 85, crd: 312250, firm: Plentiful Wealth, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312250/; rank: 85, crd: 312276, firm: Lightpath Wealth & Tax Advisors, city: Prospect, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312276/; rank: 85, crd: 314961, firm: Inspire Private Wealth Management, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314961/; rank: 85, crd: 315090, firm: Trella Wealth, city: Bowling Green, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315090/; rank: 85, crd: 318514, firm: Trust Alliance Wealth Partners LLC, city: Owensboro, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318514/; rank: 85, crd: 319076, firm: Kwma, city: Florence, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319076/; rank: 85, crd: 319525, firm: Burl Investment Management, LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319525/; rank: 85, crd: 320724, firm: Blue Castle Wealth, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/320724/; rank: 85, crd: 322651, firm: Pulse Wealth, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322651/; rank: 85, crd: 323986, firm: Market Cycle Investments LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323986/; rank: 85, crd: 324940, firm: Lively Financial LLC, city: Newport, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324940/; rank: 85, crd: 325094, firm: BRK Wealth Management LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325094/; rank: 85, crd: 328816, firm: Geiser Wealth Planning, LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328816/; rank: 85, crd: 330141, firm: Kinson Wealth Group LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330141/; rank: 85, crd: 331235, firm: Fenwick Financial, city: New Haven, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331235/; rank: 85, crd: 331877, firm: Balanced Life Planning, city: Villa Hills, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331877/; rank: 85, crd: 333474, firm: BBFN Wealth Management LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333474/; rank: 85, crd: 333509, firm: Essa Financial LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333509/; rank: 85, crd: 333753, firm: Four Quarters Capital, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333753/; rank: 85, crd: 335218, firm: Jla Capital, LLC, city: Prospect, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335218/; rank: 85, crd: 337743, firm: Cloyd Capital, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337743/; rank: 85, crd: 337875, firm: Bloom Financial LLC, city: Lagrange, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337875/; rank: 85, crd: 337969, firm: Wrightpoint Wealth, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337969/; rank: 85, crd: 339025, firm: Tenet Portfolio Management, city: Nicholasville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339025/; rank: 85, crd: 339221, firm: Saecula Wealth LLC, city: Georgetown, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339221/; rank: 85, crd: 340413, firm: Mark Investment Advisors, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340413/

## 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 most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/kentucky/

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