Top 10 advisors in Kentucky
We’ve curated a list of the best financial advisors in Kentucky, take a look at it below
Find an advisor in Kentucky| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,802,138,241 | 50 advisors | ||
| 2 | $3,974,646,909 | 19 advisors | ||
| 3 | $2,877,572,823 | 176 advisors | ||
| 4 | $2,154,710,841 | 17 advisors | ||
| 5 | $1,857,130,925 | 17 advisors | ||
| 6 | $1,805,674,637 | 37 advisors | ||
| 7 | $1,587,058,715 | 35 advisors | ||
| 8 | $1,432,162,005 | 31 advisors | ||
| 9 | $1,408,973,691 | 6 advisors | ||
| 10 | $995,788,000 | 14 advisors |
How we came up with this list
To generate our top financial advisors list in Kentucky, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kentucky. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. River Road Asset Management, LLC
Assets under management
$7,802,138,241
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
River Road Asset Management Llc Is A Model Portfolio Provider.
2. Todd Asset Management LLC
Assets under management
$3,974,646,909
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Provide And Update Model Portfolio To Clients Under Agreement
3. Pnc Real Estate
Assets under management
$2,877,572,823
Fee structure
BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Renaissance Investment Management
Assets under management
$2,154,710,841
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Cullinan Associates, Inc.
Assets under management
$1,857,130,925
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Meridian Wealth Management, LLC
Assets under management
$1,805,674,637
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Mcf Advisors, LLC
Assets under management
$1,587,058,715
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
8. Kpp Advisory Services LLC
Assets under management
$1,432,162,005
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
9. E. S. Barr & Company
Assets under management
$1,408,973,691
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Taylor Advisors, Inc., A Hub International Company
Assets under management
$995,788,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Consulting For Institutional Clients
Your first meeting is free.