City
Wealth management firms in Prospect, Kentucky
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Prospect, Kentucky reported $2.2 billion in regulatory assets under management; the largest by assets was The Gleason Group, Inc., with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $430.4 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Gleason Group, Inc. | SEC | $1.6 billion | 1,109 |
| 2 | Demeter Tactical Investments Corp. | SEC | $265.3 million | 1,079 |
| 3 | BLVD Private Wealth, LLC | SEC | $220.4 million | 427 |
| 4 | Jla Capital, LLC | State | $57.4 million | 77 |
| 5 | Lightpath Wealth & Tax Advisors | 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.