City
Wealth management firms in Owensboro, Kentucky
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Owensboro, Kentucky reported $122.2 million in regulatory assets under management; the largest by assets was Rivercities Asset Management, LLC, with $65.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $122.2 million
- Average per firm
- $24.4 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rivercities Asset Management, LLC | State | $65.9 million | 183 |
| 2 | Beacon Asset Management | State | $36.0 million | 226 |
| 3 | Greenwell Capital Management, LLC | State | $13.6 million | 97 |
| 4 | Trust Alliance Wealth Partners LLC | State | $6.8 million | 6 |
| 5 | Key Financial Advisors LLC | State | $0 | 0 |
Wealth management firms in Kentucky, including every city.
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.