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AdvisorIQ

Ranking, Kentucky

Independent RIAs with the most high net worth clients 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 high net worth clients, with 1,022.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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.

Rank Firm City Most high net worth clients
1 Meridian Wealth Management, LLC Lexington 1,022
2 MCF Advisors, LLC Lexington 648
3 Reliant Wealth Planning, LLC Louisville 642
4 Legacy Financial Advisors, Inc. Covington 482
5 Keystone Financial Group, LLC Lexington 464
6 Journey Advisory Group, LLC Covington 337
7 KPP Advisory Services LLC Louisville 318
8 Barlow Wealth Partners, LLC Louisville 312
9 Spectrum Financial Alliance, Ltd., L.L.C. Nicholasville 287
10 Strategic Wealth Investment Group, LLC Louisville 286
11 E. S. Barr & Company Lexington 270
12 Parthenon LLC Louisville 219
13 Ballast, Inc. Lexington 217
14 Jennings & Associates Financial Advisors, LLC Paducah 176
15 Van Leeuwen Retirement & Investment Services Richmond 173
16 Harvey Investment Company, LLC Louisville 163
17 Legacy Financial Independent Advisors LLC Louisville 156
18 Altus Wealth Management, LLC Fort Mitchell 154
19 The Gleason Group, Inc. Prospect 136
20 Winebrenner Capital Management LLC Louisville 127
21 Asio Capital LLC Lexington 126
22 Coats Financial Planning Louisville 120
23 Saling Wealth Advisors Louisville 119
24 Access Wealth Management, LLC Louisville 116
25 Dupree Financial Group, LLC Lexington 114
26 Guidance Capital, Inc. Louisville 106
27 Wrenne Financial Planning LLC Lexington 99
28 Principled Wealth Advisors, LLC Covington 97
28 Centerline Wealth Advisors, LLC Louisville 97
30 Wallace Hart Capital Management Lexington 89
30 LFG Wealth Partners, LLC Elizabethtown 89
32 Paragon Private Wealth Management LLC Lexington 85
33 Alpha Financial Partners LLC Lexington 76
34 Retirement Planning Solutions, LLC Louisville 74
35 J. Hagan Capital, Inc. Louisville 72
36 Wealth Management of the Bluegrass, LLC. Lexington 71
37 Russell Capital Management, LLC Lexington 69
38 Magnate Advisory Services, LLC Louisville 67
39 Owen Larue Financial Group Elizabethtown 61
40 Lockshield Partners, Inc. Glasgow 60
41 Pillar Financial Advisors, LLC Louisville 59
42 Tony Walker Financial Bowling Green 56
43 Research & Portfolio Management Crescent Springs 54
43 Investments & Financial Planning, LLC Lexington 54
45 Atlas Brown Louisville 52
46 Lanier Asset Management, LLC Louisville 51
46 Family Wealth Planning Partners Louisville 51
48 Itrust Asset Management, LLC Lexington 50
49 Ricketts Financial, LLC Louisville 49
50 Abri LLC Lexington 47
51 BLVD Private Wealth, LLC Prospect 46
52 Churchill Financial Advisors, LLC Louisville 45
53 Advantage Investment Management Louisville 43
54 The Prosperity People Bellevue 41
55 Federal Hill Capital Management Bardstown 40
56 Townsend Financial Planning Mount Sterling 38
57 Q2 Wealth Management Lexington 36
58 Farnsley Advisors Louisville 34
59 Graeter Wealth Advisors, LLC Louisville 30
59 Clark Financial Planning Louisville 30
61 Leif Clarke Wealth Management, Inc. Ashland 24
62 Journey Financial Management, LLC Bowling Green 22
62 Investment Answers Louisville 22
62 Wealth Management of Kentucky, Inc. Lexington 22
62 Essa Financial LLC Louisville 22
66 Proactive Advisors, LLC Lexington 21
67 Equity Advisors of Kentucky Inc Lexington 20
68 FWG Investments, LLC Lexington 19
69 Rivercities Asset Management, LLC Owensboro 18
69 Fire Wealth Management, LLC Mayfield 18
71 Moneywise, Inc. Lexington 17
72 Prosperity Asset Management, LLC Louisville 16
73 Mercurio Wealth Advisors Louisville 15
74 Bluegrass Financial Planning, LLC Louisville 14
74 Crimson Oak Wealth Management, LLC Lexington 14
74 Plentiful Wealth, LLC Louisville 14
74 Burl Investment Management, LLC Lexington 14
74 Pulse Wealth Lexington 14
79 R.D. Smothers Wealth Management Campbellsville 13
79 Jla Capital, LLC Prospect 13
81 Stewardship Partners Investment Counsel, Inc. Olmstead 12
81 Clear Trace, LLC Pewee Valley 12
81 Beacon Asset Management Owensboro 12
81 Castellan Louisville 12
85 Keepsake Management Inc. Lexington 11
85 Riverstone Asset Management, LLC Louisville 11
85 Greenwell Capital Management, LLC Owensboro 11
88 Thompson Investment Advisors Louisville 10
88 Dmlo Wealth Planning, LLC Louisville 10
88 Geiser Wealth Planning, LLC Lexington 10
91 Sapphire Fiduciary Advisors, LLC Louisville 9
92 Highland Capital Advisors , LLC Louisville 8
92 Trella Wealth Bowling Green 8
94 Demeter Tactical Investments Corp. Prospect 7
95 Pivot Point Wealth Planning Brandenburg 6
95 Warren Wealth Management & Tax Planning Inc. Louisville 6
95 Vermillion Private Wealth Lexington 6
95 Inspire Private Wealth Management Louisville 6
95 Dollars & Sense Financial Fitness Bowling Green 6
100 Lach Financial Louisville 5
100 Canopus Wealth Management Louisville 5
100 Lloyd Financial Group LLC Union 5

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

More rankings

Most high net worth clients 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.