Top 10 financial advisors in Louisville, KY
We’ve curated a list of the best financial advisors in Louisville, take a look at it below
Find an advisor in Louisville| # | 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 | $1,857,130,925 | 17 advisors | ||
| 5 | $1,432,162,005 | 31 advisors | ||
| 6 | $995,788,000 | 14 advisors | ||
| 7 | $975,984,469 | 7 advisors | ||
| 8 | $856,233,204 | 5 advisors | ||
| 9 | $627,838,627 | 76 advisors | ||
| 10 | $478,489,311 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Louisville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Louisville. 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.
River Road Asset Management, LLC
River Road Asset Management, LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $7,802,138,241 of assets under management and employs about 50 people. River Road Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$7,802,138,241
Headcount
50 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-64175
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.
Todd Asset Management LLC
Todd Asset Management LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $3,974,646,909 of assets under management and employs about 19 people. Todd Asset Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$3,974,646,909
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-55565
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
Pnc Real Estate
Pnc Real Estate is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $2,877,572,823 of assets under management and employs about 176 people. Pnc Real Estate uses a fee structure of and based on the amount of time and resources devoted to each fund..
Assets under management
$2,877,572,823
Headcount
176 advisors
Fee structure
BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.
SEC number
801-80546
Services offered
Portfolio Management For Pooled Investment Vehicles
Cullinan Associates, Inc.
Cullinan Associates, Inc. is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $1,857,130,925 of assets under management and employs about 17 people. Cullinan Associates, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,857,130,925
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-35801
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)
Kpp Advisory Services LLC
Kpp Advisory Services LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $1,432,162,005 of assets under management and employs about 31 people. Kpp Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,432,162,005
Headcount
31 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-111709
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
Taylor Advisors, Inc., A Hub International Company
Taylor Advisors, Inc., A Hub International Company is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $995,788,000 of assets under management and employs about 14 people. Taylor Advisors, Inc., A Hub International Company uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$995,788,000
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-60952
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
- Not sure which one to choose?Use our smart matching tool
Parthenon LLC
Parthenon LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $975,984,469 of assets under management and employs about 7 people. Parthenon LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$975,984,469
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-56440
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)
Portfolio Management For A Limited Partnership
Harvey Investment Company, LLC
Harvey Investment Company, LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $856,233,204 of assets under management and employs about 5 people. Harvey Investment Company, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$856,233,204
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-58031
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)
Strategic Wealth Investment Group, LLC
Strategic Wealth Investment Group, LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $627,838,627 of assets under management and employs about 76 people. Strategic Wealth Investment Group, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$627,838,627
Headcount
76 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-117642
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)
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Regent Investment Management LLC
Regent Investment Management LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $478,489,311 of assets under management and employs about 4 people. Regent Investment Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$478,489,311
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-76730
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.