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Financial advisory firms
in Louisville, KY.

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

114 financial advisors43 advisory firms1 city

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

43 advisory firmsCompare public facts. Verify experience directly.
114 financial advisors43 advisory firms1 city

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

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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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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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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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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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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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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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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DYNAMIC MARKET ADVANTAGE, LLCCRD 323540

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Other investment advisersPortfolio 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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FAMILY WEALTH PLANNING PARTNERSCRD 323656

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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FIRST KENTUCKY SECURITIES CORPCRD 7524

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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GRAETER WEALTH ADVISORS, LLCCRD 170046

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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GUIDANCE CAPITAL, INC.CRD 323541

Advisory firm

Filed advisory firm office: Louisville, 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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HAFELE INVESTMENTSCRD 341803

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Financial planningPortfolio 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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Public source record; verify directly
HARVEY INVESTMENT COMPANY, LLCCRD 110482

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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J. HAGAN CAPITAL, INC.CRD 168467

Advisory firm

Filed advisory firm office: Louisville, KY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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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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