{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most high net worth clients in Kentucky","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most high net worth clients","how_it_is_computed":"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.","unit":"count","scope":"Kentucky","firms_listed":102,"rows":[{"rank":1,"crd":151523,"firm":"Meridian Wealth Management, LLC","city":"Lexington","state":"KY","value":1022,"base_value":null,"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":648,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130372/"},{"rank":3,"crd":286230,"firm":"Reliant Wealth Planning, LLC","city":"Louisville","state":"KY","value":642,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286230/"},{"rank":4,"crd":158675,"firm":"Legacy Financial Advisors, Inc.","city":"Covington","state":"KY","value":482,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158675/"},{"rank":5,"crd":170201,"firm":"Keystone Financial Group, LLC","city":"Lexington","state":"KY","value":464,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170201/"},{"rank":6,"crd":171919,"firm":"Journey Advisory Group, LLC","city":"Covington","state":"KY","value":337,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171919/"},{"rank":7,"crd":289507,"firm":"KPP Advisory Services LLC","city":"Louisville","state":"KY","value":318,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289507/"},{"rank":8,"crd":325308,"firm":"Barlow Wealth Partners, LLC","city":"Louisville","state":"KY","value":312,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325308/"},{"rank":9,"crd":125147,"firm":"Spectrum Financial Alliance, Ltd., L.L.C.","city":"Nicholasville","state":"KY","value":287,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125147/"},{"rank":10,"crd":165474,"firm":"Strategic Wealth Investment Group, LLC","city":"Louisville","state":"KY","value":286,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165474/"},{"rank":11,"crd":107447,"firm":"E. S. Barr & Company","city":"Lexington","state":"KY","value":270,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107447/"},{"rank":12,"crd":107794,"firm":"Parthenon LLC","city":"Louisville","state":"KY","value":219,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107794/"},{"rank":13,"crd":152695,"firm":"Ballast, Inc.","city":"Lexington","state":"KY","value":217,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152695/"},{"rank":14,"crd":312706,"firm":"Jennings & Associates Financial Advisors, LLC","city":"Paducah","state":"KY","value":176,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312706/"},{"rank":15,"crd":289463,"firm":"Van Leeuwen Retirement & Investment Services","city":"Richmond","state":"KY","value":173,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289463/"},{"rank":16,"crd":110482,"firm":"Harvey Investment Company, LLC","city":"Louisville","state":"KY","value":163,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110482/"},{"rank":17,"crd":324258,"firm":"Legacy Financial Independent Advisors LLC","city":"Louisville","state":"KY","value":156,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324258/"},{"rank":18,"crd":153650,"firm":"Altus Wealth Management, LLC","city":"Fort Mitchell","state":"KY","value":154,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153650/"},{"rank":19,"crd":175104,"firm":"The Gleason Group, Inc.","city":"Prospect","state":"KY","value":136,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/175104/"},{"rank":20,"crd":154708,"firm":"Winebrenner Capital Management LLC","city":"Louisville","state":"KY","value":127,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154708/"},{"rank":21,"crd":298326,"firm":"Asio Capital LLC","city":"Lexington","state":"KY","value":126,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298326/"},{"rank":22,"crd":122135,"firm":"Coats Financial Planning","city":"Louisville","state":"KY","value":120,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122135/"},{"rank":23,"crd":283226,"firm":"Saling Wealth Advisors","city":"Louisville","state":"KY","value":119,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283226/"},{"rank":24,"crd":339285,"firm":"Access Wealth Management, LLC","city":"Louisville","state":"KY","value":116,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339285/"},{"rank":25,"crd":131091,"firm":"Dupree Financial Group, LLC","city":"Lexington","state":"KY","value":114,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131091/"},{"rank":26,"crd":323541,"firm":"Guidance Capital, Inc.","city":"Louisville","state":"KY","value":106,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323541/"},{"rank":27,"crd":173029,"firm":"Wrenne Financial Planning LLC","city":"Lexington","state":"KY","value":99,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173029/"},{"rank":28,"crd":138143,"firm":"Principled Wealth Advisors, LLC","city":"Covington","state":"KY","value":97,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/138143/"},{"rank":28,"crd":164485,"firm":"Centerline Wealth Advisors, LLC","city":"Louisville","state":"KY","value":97,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164485/"},{"rank":30,"crd":285981,"firm":"Wallace Hart Capital Management","city":"Lexington","state":"KY","value":89,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285981/"},{"rank":30,"crd":331339,"firm":"LFG Wealth Partners, LLC","city":"Elizabethtown","state":"KY","value":89,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331339/"},{"rank":32,"crd":312817,"firm":"Paragon Private Wealth Management LLC","city":"Lexington","state":"KY","value":85,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312817/"},{"rank":33,"crd":306639,"firm":"Alpha Financial Partners LLC","city":"Lexington","state":"KY","value":76,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306639/"},{"rank":34,"crd":311575,"firm":"Retirement Planning Solutions, LLC","city":"Louisville","state":"KY","value":74,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311575/"},{"rank":35,"crd":168467,"firm":"J. Hagan Capital, Inc.","city":"Louisville","state":"KY","value":72,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168467/"},{"rank":36,"crd":289163,"firm":"Wealth Management of the Bluegrass, LLC.","city":"Lexington","state":"KY","value":71,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289163/"},{"rank":37,"crd":109513,"firm":"Russell Capital Management, LLC","city":"Lexington","state":"KY","value":69,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109513/"},{"rank":38,"crd":283056,"firm":"Magnate Advisory Services, LLC","city":"Louisville","state":"KY","value":67,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283056/"},{"rank":39,"crd":289436,"firm":"Owen Larue Financial Group","city":"Elizabethtown","state":"KY","value":61,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289436/"},{"rank":40,"crd":175433,"firm":"Lockshield Partners, Inc.","city":"Glasgow","state":"KY","value":60,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/175433/"},{"rank":41,"crd":121880,"firm":"Pillar Financial Advisors, LLC","city":"Louisville","state":"KY","value":59,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121880/"},{"rank":42,"crd":145457,"firm":"Tony Walker Financial","city":"Bowling Green","state":"KY","value":56,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145457/"},{"rank":43,"crd":157609,"firm":"Research & Portfolio Management","city":"Crescent Springs","state":"KY","value":54,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157609/"},{"rank":43,"crd":164333,"firm":"Investments & Financial Planning, LLC","city":"Lexington","state":"KY","value":54,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164333/"},{"rank":45,"crd":133408,"firm":"Atlas Brown","city":"Louisville","state":"KY","value":52,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/133408/"},{"rank":46,"crd":150888,"firm":"Lanier Asset Management, LLC","city":"Louisville","state":"KY","value":51,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150888/"},{"rank":46,"crd":323656,"firm":"Family Wealth Planning Partners","city":"Louisville","state":"KY","value":51,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323656/"},{"rank":48,"crd":164193,"firm":"Itrust Asset Management, LLC","city":"Lexington","state":"KY","value":50,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164193/"},{"rank":49,"crd":309381,"firm":"Ricketts Financial, LLC","city":"Louisville","state":"KY","value":49,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309381/"},{"rank":50,"crd":314832,"firm":"Abri LLC","city":"Lexington","state":"KY","value":47,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314832/"},{"rank":51,"crd":310682,"firm":"BLVD Private Wealth, LLC","city":"Prospect","state":"KY","value":46,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310682/"},{"rank":52,"crd":333071,"firm":"Churchill Financial Advisors, LLC","city":"Louisville","state":"KY","value":45,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333071/"},{"rank":53,"crd":146493,"firm":"Advantage Investment Management","city":"Louisville","state":"KY","value":43,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146493/"},{"rank":54,"crd":124957,"firm":"The Prosperity People","city":"Bellevue","state":"KY","value":41,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124957/"},{"rank":55,"crd":151499,"firm":"Federal Hill Capital Management","city":"Bardstown","state":"KY","value":40,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151499/"},{"rank":56,"crd":141571,"firm":"Townsend Financial Planning","city":"Mount Sterling","state":"KY","value":38,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141571/"},{"rank":57,"crd":314932,"firm":"Q2 Wealth Management","city":"Lexington","state":"KY","value":36,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314932/"},{"rank":58,"crd":288491,"firm":"Farnsley Advisors","city":"Louisville","state":"KY","value":34,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288491/"},{"rank":59,"crd":170046,"firm":"Graeter Wealth Advisors, LLC","city":"Louisville","state":"KY","value":30,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170046/"},{"rank":59,"crd":293283,"firm":"Clark Financial Planning","city":"Louisville","state":"KY","value":30,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/293283/"},{"rank":61,"crd":146369,"firm":"Leif Clarke Wealth Management, Inc.","city":"Ashland","state":"KY","value":24,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146369/"},{"rank":62,"crd":153404,"firm":"Journey Financial Management, LLC","city":"Bowling Green","state":"KY","value":22,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153404/"},{"rank":62,"crd":168119,"firm":"Investment Answers","city":"Louisville","state":"KY","value":22,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168119/"},{"rank":62,"crd":171446,"firm":"Wealth Management of Kentucky, Inc.","city":"Lexington","state":"KY","value":22,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171446/"},{"rank":62,"crd":333509,"firm":"Essa Financial LLC","city":"Louisville","state":"KY","value":22,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333509/"},{"rank":66,"crd":147332,"firm":"Proactive Advisors, LLC","city":"Lexington","state":"KY","value":21,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147332/"},{"rank":67,"crd":116398,"firm":"Equity Advisors of Kentucky Inc","city":"Lexington","state":"KY","value":20,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116398/"},{"rank":68,"crd":284064,"firm":"FWG Investments, LLC","city":"Lexington","state":"KY","value":19,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284064/"},{"rank":69,"crd":122576,"firm":"Rivercities Asset Management, LLC","city":"Owensboro","state":"KY","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122576/"},{"rank":69,"crd":327958,"firm":"Fire Wealth Management, LLC","city":"Mayfield","state":"KY","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327958/"},{"rank":71,"crd":145043,"firm":"Moneywise, Inc.","city":"Lexington","state":"KY","value":17,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145043/"},{"rank":72,"crd":286028,"firm":"Prosperity Asset Management, LLC","city":"Louisville","state":"KY","value":16,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286028/"},{"rank":73,"crd":283632,"firm":"Mercurio Wealth Advisors","city":"Louisville","state":"KY","value":15,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283632/"},{"rank":74,"crd":169515,"firm":"Bluegrass Financial Planning, LLC","city":"Louisville","state":"KY","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169515/"},{"rank":74,"crd":171360,"firm":"Crimson Oak Wealth Management, LLC","city":"Lexington","state":"KY","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171360/"},{"rank":74,"crd":312250,"firm":"Plentiful Wealth, LLC","city":"Louisville","state":"KY","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312250/"},{"rank":74,"crd":319525,"firm":"Burl Investment Management, LLC","city":"Lexington","state":"KY","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/319525/"},{"rank":74,"crd":322651,"firm":"Pulse Wealth","city":"Lexington","state":"KY","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322651/"},{"rank":79,"crd":329361,"firm":"R.D. Smothers Wealth Management","city":"Campbellsville","state":"KY","value":13,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329361/"},{"rank":79,"crd":335218,"firm":"Jla Capital, LLC","city":"Prospect","state":"KY","value":13,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335218/"},{"rank":81,"crd":115340,"firm":"Stewardship Partners Investment Counsel, Inc.","city":"Olmstead","state":"KY","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115340/"},{"rank":81,"crd":144746,"firm":"Clear Trace, LLC","city":"Pewee Valley","state":"KY","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144746/"},{"rank":81,"crd":146410,"firm":"Beacon Asset Management","city":"Owensboro","state":"KY","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146410/"},{"rank":81,"crd":299363,"firm":"Castellan","city":"Louisville","state":"KY","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299363/"},{"rank":85,"crd":129359,"firm":"Keepsake Management Inc.","city":"Lexington","state":"KY","value":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129359/"},{"rank":85,"crd":161087,"firm":"Riverstone Asset Management, LLC","city":"Louisville","state":"KY","value":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/161087/"},{"rank":85,"crd":285786,"firm":"Greenwell Capital Management, LLC","city":"Owensboro","state":"KY","value":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285786/"},{"rank":88,"crd":124034,"firm":"Thompson Investment Advisors","city":"Louisville","state":"KY","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124034/"},{"rank":88,"crd":316202,"firm":"Dmlo Wealth Planning, LLC","city":"Louisville","state":"KY","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316202/"},{"rank":88,"crd":328816,"firm":"Geiser Wealth Planning, LLC","city":"Lexington","state":"KY","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328816/"},{"rank":91,"crd":316062,"firm":"Sapphire Fiduciary Advisors, LLC","city":"Louisville","state":"KY","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316062/"},{"rank":92,"crd":159055,"firm":"Highland Capital Advisors , LLC","city":"Louisville","state":"KY","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159055/"},{"rank":92,"crd":315090,"firm":"Trella Wealth","city":"Bowling Green","state":"KY","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315090/"},{"rank":94,"crd":329512,"firm":"Demeter Tactical Investments Corp.","city":"Prospect","state":"KY","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329512/"},{"rank":95,"crd":287623,"firm":"Pivot Point Wealth Planning","city":"Brandenburg","state":"KY","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287623/"},{"rank":95,"crd":305992,"firm":"Warren Wealth Management & Tax Planning Inc.","city":"Louisville","state":"KY","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305992/"},{"rank":95,"crd":309240,"firm":"Vermillion Private Wealth","city":"Lexington","state":"KY","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309240/"},{"rank":95,"crd":314961,"firm":"Inspire Private Wealth Management","city":"Louisville","state":"KY","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314961/"},{"rank":95,"crd":329901,"firm":"Dollars & Sense Financial Fitness","city":"Bowling Green","state":"KY","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329901/"},{"rank":100,"crd":157065,"firm":"Lach Financial","city":"Louisville","state":"KY","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157065/"},{"rank":100,"crd":287946,"firm":"Canopus Wealth Management","city":"Louisville","state":"KY","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287946/"},{"rank":100,"crd":335332,"firm":"Lloyd Financial Group LLC","city":"Union","state":"KY","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335332/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most high net worth clients, nationally","url":"https://advisoriq.com/ria/rankings/most-hnw-clients/"},{"title":"RIA market data for Kentucky","url":"https://advisoriq.com/ria/states/kentucky/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-hnw-clients/kentucky/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-hnw-clients/kentucky/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}