# 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.

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

## 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: 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: 648, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335332/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/kentucky/

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