Investment adviser firms in LOUISVILLE, Kentucky
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
44 firms · Source months shown: August 2026
- ACCESS REAL ESTATE, LLCCRD 337329 · LOUISVILLE, KY$63,357,987.00Regulatory AUM · August 2026
- ACCESS WEALTH MANAGEMENT, LLCCRD 339285 · LOUISVILLE, KY$357,683,282.00Regulatory AUM · August 2026
- ALEXANDER INVESTMENT SERVICES CO.CRD 1037 · LOUISVILLE, KY$496,269,176.00Regulatory AUM · August 2026
- ARISTIDES CAPITAL LLCCRD 162368 · LOUISVILLE, KY$541,426,176.00Regulatory AUM · August 2026
- ATLAS BROWN, INC.CRD 133408 · LOUISVILLE, KY$605,223,761.00Regulatory AUM · August 2026
- BARLOW WEALTH PARTNERS, LLCCRD 325308 · LOUISVILLE, KY$1,351,891,275.00Regulatory AUM · August 2026
- CARDINAL STRATEGIC WEALTH GUIDANCE, LLCCRD 283226 · LOUISVILLE, KY$617,652,976.00Regulatory AUM · August 2026
- CASTELLAN GROUP, LLCCRD 299363 · LOUISVILLE, KY$882,230,876.00Regulatory AUM · August 2026
- CENTERLINE WEALTH ADVISORS, LLCCRD 164485 · LOUISVILLE, KY$326,036,978.00Regulatory AUM · August 2026
- CHURCHILL FINANCIAL ADVISORS, LLCCRD 333071 · LOUISVILLE, KY$522,862,170.00Regulatory AUM · August 2026
- CULLINAN ASSOCIATES, INC.CRD 108340 · LOUISVILLE, KY$1,481,599,773.00Regulatory AUM · August 2026
- DMLO WEALTH PLANNING, LLCCRD 316202 · LOUISVILLE, KY$30,375,862.00Regulatory AUM · August 2026
- DYNAMIC MARKET ADVANTAGE, LLCCRD 323540 · LOUISVILLE, KY$361,877,303.00Regulatory AUM · August 2026
- FAMILY WEALTH PLANNING PARTNERS LLCCRD 323656 · LOUISVILLE, KY$317,374,188.00Regulatory AUM · August 2026
- FIRST KENTUCKY SECURITIES CORPORATIONCRD 7524 · LOUISVILLE, KY$566,003,046.00Regulatory AUM · August 2026
- GARTON AND ASSOCIATES FINANCIAL ADVISORS LLCCRD 146493 · LOUISVILLE, KY$215,376,210.00Regulatory AUM · August 2026
- GRAETER WEALTH ADVISORS, LLCCRD 170046 · LOUISVILLE, KY$104,897,434.00Regulatory AUM · August 2026
- GUIDANCE CAPITAL, INC.CRD 323541 · LOUISVILLE, KY$449,768,688.00Regulatory AUM · August 2026
- HAFELE INVESTMENTS, INC.CRD 341803 · LOUISVILLE, KY$57,736,800.00Regulatory AUM · August 2026
- HARVEY INVESTMENT COMPANY, LLCCRD 110482 · LOUISVILLE, KY$1,028,628,022.00Regulatory AUM · August 2026
- J. HAGAN CAPITAL, INC.CRD 168467 · LOUISVILLE, KY$341,762,266.00Regulatory AUM · August 2026
- KPP ADVISORY SERVICES LLCCRD 289507 · LOUISVILLE, KY$1,241,011,682.00Regulatory AUM · August 2026
- LANIER ASSET MANAGEMENT, LLCCRD 150888 · LOUISVILLE, KY$141,686,194.00Regulatory AUM · August 2026
- LEGACY FINANCIAL INDEPENDENT ADVISORS LLCCRD 324258 · LOUISVILLE, KY$484,012,911.00Regulatory AUM · August 2026
- MAGNATE ADVISORY SERVICES, LLCCRD 283056 · LOUISVILLE, KY$314,131,225.00Regulatory AUM · August 2026
- MERCURIO & ASSOCIATES INC.CRD 283632 · LOUISVILLE, KY$141,065,289.00Regulatory AUM · August 2026
- PARTHENON LLCCRD 107794 · LOUISVILLE, KY$1,217,505,630.00Regulatory AUM · August 2026
- PILLAR FINANCIAL ADVISORS, LLCCRD 121880 · LOUISVILLE, KY$357,868,054.00Regulatory AUM · August 2026
- PNC TC, LLCCRD 172753 · LOUISVILLE, KY$3,553,308,062.00Regulatory AUM · August 2026
- PRIVATE CLIENT SERVICES, LLCCRD 120222 · LOUISVILLE, KY$1,383,095,742.00Regulatory AUM · August 2026
- RAMSEY QUANTITATIVE SYSTEMS, INC.CRD 175257 · LOUISVILLE, KY$691,360,721.00Regulatory AUM · August 2026
- RELIANT WEALTH PLANNING, LLCCRD 286230 · LOUISVILLE, KY$595,209,756.00Regulatory AUM · August 2026
- RICKETTS FINANCIAL, LLCCRD 309381 · LOUISVILLE, KY$314,041,958.00Regulatory AUM · August 2026
- RIVER ROAD ASSET MANAGEMENT, LLCCRD 134918 · LOUISVILLE, KY$9,852,886,578.00Regulatory AUM · August 2026
- RIVERSTONE ASSET MANAGEMENT, LLCCRD 161087 · LOUISVILLE, KY$103,037,541.00Regulatory AUM · August 2026
- RPS ADVISORY SOLUTIONS, LLCCRD 311575 · LOUISVILLE, KY$467,035,199.00Regulatory AUM · August 2026
- STEGNER INVESTMENT ASSOCIATES INCCRD 107480 · LOUISVILLE, KY$2,768,774,437.00Regulatory AUM · August 2026
- STRATEGIC WEALTH INVESTMENT GROUP, LLCCRD 165474 · LOUISVILLE, KY$1,384,291,490.00Regulatory AUM · August 2026
- TODD ASSET MANAGEMENT LLCCRD 109473 · LOUISVILLE, KY$6,175,293,606.00Regulatory AUM · August 2026
- VF ADVISORS, LLCCRD 334305 · LOUISVILLE, KY$150,000,000.00Regulatory AUM · August 2026
- WAYCROSS GP, LLCCRD 339521 · LOUISVILLE, KY$156,075,000.00Regulatory AUM · August 2026
- WAYCROSS PARTNERS, LLCCRD 153838 · LOUISVILLE, KY$1,182,922,452.00Regulatory AUM · August 2026
- WEALTHMD CORPORATIONCRD 140498 · LOUISVILLE, KY$250,521,809.00Regulatory AUM · August 2026
- WINEBRENNER CAPITAL MANAGEMENT LLCCRD 154708 · LOUISVILLE, KY$260,471,771.00Regulatory AUM · August 2026