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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Kentucky.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

147 financial advisors82 advisory firms13 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

82 advisory firmsCompare public facts. Verify experience directly.
147 financial advisors82 advisory firms13 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ABRI LLCCRD 314832

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ACCESS REAL ESTATE, LLCCRD 337329

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCESS WEALTH MANAGEMENT, LLCCRD 339285

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADVANTAGE INVESTMENT MANAGEMENTCRD 146493

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALEXANDER INVESTMENT SERVICES CO.CRD 1037

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALPHA FINANCIAL PARTNERS LLCCRD 306639

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALTUS WEALTH MANAGEMENT, LLCCRD 153650

Advisory firm

Filed advisory firm office: Ft. Mitchell, KY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARISTIDES CAPITAL LLCCRD 162368

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ASIO CAPITAL LLCCRD 298326

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ATLAS BROWNCRD 133408

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BALLAST, INC.CRD 152695

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BARLOW WEALTH PARTNERS, LLCCRD 325308

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLVD PRIVATE WEALTH, LLCCRD 310682

Advisory firm

Filed advisory firm office: Prospect, KY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CASTELLANCRD 299363

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CENTERLINE WEALTH ADVISORS, LLCCRD 164485

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CHURCHILL FINANCIAL ADVISORS, LLCCRD 333071

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CONNETIC VENTURESCRD 329078

Advisory firm

Filed advisory firm office: Covington, KY

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for investment companies (including mutual funds) and/or business development companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CULLINAN ASSOCIATES, INC.CRD 108340

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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DEMETER TACTICAL INVESTMENTS CORP.CRD 329512

Advisory firm

Filed advisory firm office: Prospect, KY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
DMLO WEALTH PLANNING, LLCCRD 316202

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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