RIA firms in Kentucky
1,684 RIA firms are registered or notice filed in Kentucky: 156 state registered and 1,528 federally registered. 134 are headquartered here.
Another 23 state registered advisers with no address on file are registered only in Kentucky. 3 exempt reporting advisers also file in Kentucky and are not counted as RIA firms. #35 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Kentucky, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Meridian Wealth Management, LLC | 57 | $5B | Federally registered | Lexington |
| Private Client Services, LLCalso a Broker Dealer | 57 | $1.4B | Federal and state | Louisville |
| MCF Advisors, LLC | 33 | $4.7B | Federally registered | Lexington |
| Strategic Wealth Investment Group, LLC | 33 | $1.4B | Federally registered | Louisville |
| Keystone Financial Group, LLC | 32 | $2.3B | Federally registered | Lexington |
| KPP Advisory Services LLC | 26 | $1.2B | Federally registered | Louisville |
| Journey Advisory Group, LLC | 19 | $1.7B | Federally registered | Covington |
| First Kentucky Securities Corporationalso a Broker Dealer | 15 | $566M | Federally registered | Louisville |
| Legacy Financial Advisors, Inc. | 13 | $1.5B | Federally registered | Covington |
| LFG Wealth Partners, LLC | 11 | $191M | Federally registered | Elizabethtown |
Most advisers based in Kentucky
Advisers registered and working in Kentucky, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Kentucky that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $82B
- Firms reporting
- 124
- Median, federally registered
- $404M
- Median, state registered
- $39M
How they charge
Share of the 132 firms headquartered here that report their fees.
Who they serve
Share of the 127 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Kentucky RIA firms, answered.
How many RIA firms are registered in Kentucky?
1,684 RIA firms are registered or notice filed in Kentucky: 156 state registered and 1,528 federally registered. 134 are headquartered there.
Which RIA firms in Kentucky have the most advisers?
Meridian Wealth Management, LLC (57 advisers), Private Client Services, LLC (57 advisers) and MCF Advisors, LLC (33 advisers).
How much do RIA firms in Kentucky manage?
The 124 RIA firms headquartered in Kentucky that report assets report $82B in total. The median is $404M for federally registered firms and $39M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Kentucky counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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