# Independent RIAs with the most CFP professionals in Kentucky

As of October 2, 2026, MCF Advisors, LLC ranked #1 in Kentucky in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 21.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 79
- rows: rank: 1, crd: 130372, firm: MCF Advisors, LLC, city: Lexington, state: KY, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130372/; rank: 2, crd: 151523, firm: Meridian Wealth Management, LLC, city: Lexington, state: KY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151523/; rank: 3, crd: 170201, firm: Keystone Financial Group, LLC, city: Lexington, state: KY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170201/; rank: 3, crd: 289507, firm: KPP Advisory Services LLC, city: Louisville, state: KY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289507/; rank: 5, crd: 173029, firm: Wrenne Financial Planning LLC, city: Lexington, state: KY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173029/; rank: 6, crd: 152695, firm: Ballast, Inc., city: Lexington, state: KY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152695/; rank: 6, crd: 283226, firm: Saling Wealth Advisors, city: Louisville, state: KY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283226/; rank: 6, 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: 9, 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: 9, crd: 158675, firm: Legacy Financial Advisors, Inc., city: Covington, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158675/; rank: 9, crd: 165474, firm: Strategic Wealth Investment Group, LLC, city: Louisville, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165474/; rank: 9, crd: 171919, firm: Journey Advisory Group, LLC, city: Covington, state: KY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171919/; rank: 13, crd: 314832, firm: Abri LLC, city: Lexington, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314832/; rank: 13, crd: 316202, firm: Dmlo Wealth Planning, LLC, city: Louisville, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316202/; rank: 13, crd: 323541, firm: Guidance Capital, Inc., city: Louisville, state: KY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323541/; rank: 16, 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: 16, crd: 153404, firm: Journey Financial Management, LLC, city: Bowling Green, state: KY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153404/; rank: 18, crd: 107337, firm: Moneywatch Advisors, Inc., city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107337/; rank: 18, crd: 116398, firm: Equity Advisors 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/116398/; rank: 18, 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: 18, crd: 125147, firm: Spectrum Financial Alliance, Ltd., L.L.C., city: Nicholasville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125147/; rank: 18, 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: 18, crd: 146357, firm: Invest Inc., city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146357/; rank: 18, crd: 164485, firm: Centerline Wealth Advisors, LLC, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164485/; rank: 18, crd: 175104, firm: The Gleason Group, Inc., city: Prospect, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175104/; rank: 18, crd: 283056, firm: Magnate Advisory Services, LLC, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283056/; rank: 18, crd: 306639, firm: Alpha Financial Partners LLC, city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306639/; rank: 18, crd: 314932, firm: Q2 Wealth Management, city: Lexington, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314932/; rank: 18, crd: 324258, firm: Legacy Financial Independent Advisors LLC, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324258/; rank: 18, crd: 325308, firm: Barlow Wealth Partners, LLC, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325308/; rank: 18, crd: 331339, firm: LFG Wealth Partners, LLC, city: Elizabethtown, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331339/; rank: 18, crd: 333071, firm: Churchill Financial Advisors, LLC, city: Louisville, state: KY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333071/; rank: 18, 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: 34, crd: 107447, firm: E. S. Barr & Company, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107447/; rank: 34, crd: 107794, firm: Parthenon LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107794/; rank: 34, crd: 121880, firm: Pillar Financial Advisors, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121880/; rank: 34, 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: 34, crd: 124957, firm: The Prosperity People, city: Bellevue, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124957/; rank: 34, 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: 34, 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: 34, 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: 34, crd: 146493, firm: Advantage Investment Management, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146493/; rank: 34, 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: 34, 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: 34, crd: 164333, firm: Investments & Financial Planning, LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164333/; rank: 34, 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: 34, 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: 34, 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: 34, 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: 34, crd: 175433, firm: Lockshield Partners, Inc., city: Glasgow, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175433/; rank: 34, 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: 34, crd: 284064, firm: FWG Investments, LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284064/; rank: 34, 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: 34, crd: 288491, firm: Farnsley Advisors, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288491/; rank: 34, crd: 289163, firm: Wealth Management of the Bluegrass, LLC., city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289163/; rank: 34, crd: 289463, firm: Van Leeuwen Retirement & Investment Services, city: Richmond, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289463/; rank: 34, 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: 34, 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: 34, 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: 34, crd: 298326, firm: Asio Capital LLC, city: Lexington, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298326/; rank: 34, crd: 299363, firm: Castellan, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299363/; rank: 34, 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: 34, 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: 34, crd: 310682, firm: BLVD Private Wealth, LLC, city: Prospect, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310682/; rank: 34, crd: 311575, firm: Retirement Planning Solutions, LLC, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311575/; rank: 34, 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: 34, 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: 34, crd: 312817, firm: Paragon Private 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/312817/; rank: 34, 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: 34, 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: 34, crd: 323656, firm: Family Wealth Planning Partners, city: Louisville, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323656/; rank: 34, 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: 34, crd: 327958, firm: Fire Wealth Management, LLC, city: Mayfield, state: KY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327958/; rank: 34, 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: 34, 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: 34, 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: 34, 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: 34, 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: 34, crd: 339285, firm: Access 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/339285/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/kentucky/

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