Top Financial Advisors in Louisville, Kentucky
Finding the right financial advisor in Louisville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Louisville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Louisville, KY.
Find the Best Financial Advisor Firms in Louisville:
STRATEGIC WEALTH INVESTMENT GROUP, LLC
CRD#: 165474
Address: 500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222
Clients: 3,614
Average Clients per Advisor: 88
AUM: $ 1.4B
PRIVATE CLIENT SERVICES, LLC
CRD#: 120222
Address: 2225 Lexington Rd., Louisville, KY 40206
Clients: 8,529
In Business for: 25 Years
Average Clients per Advisor: 170
AUM: $ 1.4B
Disclosures: 1
BARLOW WEALTH PARTNERS, LLC
CRD#: 325308
Address: 3700 Brownsboro Road, Louisville, KY 40207
Clients: 91
Average Clients per Advisor: 15
AUM: $ 1.4B
KPP ADVISORY SERVICES LLC
CRD#: 289507
Address: 9300 Shelbyville Rd. Suite 1310, Louisville, KY 40222
Clients: 3,677
Average Clients per Advisor: 141
AUM: $ 1.2B
CASTELLAN
CRD#: 299363
Address: 2011 Lake Point Way Suite 001, Louisville, KY 40223
AUM: $ 882M
SALING WEALTH ADVISORS
CRD#: 283226
Address: 9750 Ormsby Station Road Suite 102, Louisville, KY 40223
Clients: 108
Average Clients per Advisor: 12
AUM: $ 618M
How We Chose the Top Financial Advisors in Louisville, Kentucky
To create this list of top financial advisor firms in Louisville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Louisville has to offer.
Search Financial Advisors in Louisville, Kentucky
Travis J Hooser
Registered Affiliation(s):PNC WEALTH MANAGEMENT LLC
Trystan Clay Downey
Registered Affiliation(s):CERITY PARTNERS LLC
Gordon Fox Homes JR
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Dean Michael Donohue
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Kennedy O'connor
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Michael Wayne Moranville
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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