RIAs in Kentucky

RIA	People	AUM
River Road Asset Management, LLC	—	$9.85Bas of Mar 2026
Todd Asset Management LLC	—	$6.18Bas of Mar 2026
Meridian Wealth Management, LLC	Darold BrooksPatricia BreezeHenry Lessner+55 more	$4.98Bas of Mar 2026
Mcf Advisors, LLC	Gerald YoxTodd SteinbrinkSteven Giacobbe+30 more	$4.68Bas of Aug 2026
Middleground Capital	—	$3.89Bas of May 2026
Pnc Real Estate	—	$3.55Bas of Jun 2026
Renaissance Investment Management	Kora Jefferis	$2.91Bas of Apr 2026
Stegner Investment Associates Inc	—	$2.77Bas of Sep 2026
Keystone Financial Group, LLC	Bruce LindsayGregory SmithJoseph Smith+30 more	$2.34Bas of Sep 2026
E. S. Barr & Company	Joseph KelschEdward BarrJoshua Buckman+2 more	$2.22Bas of Mar 2026
Journey Advisory Group, LLC	Paula AbbottJill HensonJames Owens+16 more	$1.65Bas of Aug 2026
The Gleason Group, Inc.	Benjamin DoningerAva NivensGavin Gleason+3 more	$1.61Bas of Jun 2026
Legacy Financial Advisors, Inc.	Matthew AquiliaJohn WildernMichael McWhinnie+10 more	$1.52Bas of Jul 2026
Cullinan Associates, Inc.	Eric BielefeldRoyden CullinanMichael Casey+1 more	$1.48Bas of Mar 2026
Strategic Wealth Investment Group, LLC	John GehriTyler WalbridgeScott Pilvinis+30 more	$1.38Bas of Mar 2026
Private Client Services, LLC	Thomas DavyMichael DuganEric Bunnell+63 more	$1.38Bas of Mar 2026
Barlow Wealth Partners, LLC	Amy JonesKelsey DorenBarry Barlow+3 more	$1.35Bas of Oct 2026
Kpp Advisory Services LLC	Bruce ArnoldBradley BarnettDavid Porter+24 more	$1.24Bas of May 2026
Parthenon LLC	Todd LoweJohn Barr, IIThomas Corea+2 more	$1.22Bas of Jan 2026
Waycross Partners, LLC	—	$1.18Bas of Jun 2026
Harvey Investment Company, LLC	Samuel HarveyMary HerrmannJoshua Jevne+1 more	$1.03Bas of Aug 2026
Dupree & Company, Inc.	—	$888.2Mas of Feb 2026
Castellan	Brian CohoonKate PonderRonald Storn+1 more	$882.2Mas of Mar 2026
Spectrum Financial Alliance, LTD., L.l.c.	Charles BuckleyCamden MiracleChristopher Edney+1 more	$813Mas of Aug 2026
Asio Capital LLC	Jason AyersJohn CheshireRyan Osborne+3 more	$805.1Mas of Mar 2026
Ballast, Inc.	John BoardmanAndrew ReynoldsCameron Hamilton+5 more	$751.5Mas of Jul 2026
Ramsey Quantitative Systems, Inc.	—	$691.4Mas of Jun 2026
Saling Wealth Advisors	Amy StuberJeffrey GoughEric Saling+6 more	$617.7Mas of Mar 2026
Atlas Brown	William Hancock, IIIDavid RussellBradley Glotzbach+4 more	$605.2Mas of Mar 2026
Reliant Wealth Planning, LLC	Shaun ChelfLaura ClarkJessica Bourassa+3 more	$595.2Mas of Mar 2026
Alexander Investment Services Co.	John FrymireGerald WellsRichard Fox+6 more	$576.8Mas of Sep 2026
First Kentucky Securities Corp	Christina HarrisonMary JenningsBruce Corwin+12 more	$566Mas of Dec 2025
Van Leeuwen Retirement & Investment Services	Kristoffer ArnoldMark Vanleeuwen	$559.4Mas of Aug 2026
Aristides Capital LLC	—	$541.4Mas of May 2026
Churchill Financial Advisors, LLC	Jacob ZollmanEvan CoartneyAlesia Mullis+2 more	$522.9Mas of Mar 2026
Legacy Financial Independent Advisors LLC	Christopher McCreaThomas FalknerBruce McCrea+3 more	$484Mas of Mar 2026
Retirement Planning Solutions, LLC	Noah EllisonPeter GaughanLawrence Carter+1 more	$467Mas of Jul 2026
Alpha Financial Partners LLC	Gregory TurcotteAaron AmmermanMarc Cobane+3 more	$459.9Mas of Jul 2026
Owen Larue Financial Group	Robert LarueBrad TravisWilliam Cann+1 more	$458.9Mas of Sep 2026
Paragon Private Wealth Management LLC	Catherine SalsmanEmily JohnsDylan Jones	$457.9Mas of Mar 2026
Guidance Capital, Inc.	Beau HandyNicholas WhitmerWyatt Callison+5 more	$449.8Mas of Apr 2026
Altus Wealth Management, LLC	William DoepkerSteven O'connorAndrew Hermes+2 more	$405.2Mas of Apr 2026
Dupree Financial Group, LLC	Thomas DupreeMichael DawahareMicheal Johnson+4 more	$404.4Mas of Aug 2026
Tony Walker Financial	Phillip WalkerHeather HughesTimothy Reagan+2 more	$373.7Mas of Sep 2026
Dynamic Market Advantage, LLC	—	$361.9Mas of Feb 2026
Pillar Financial Advisors, LLC	Gregory CurryBen AllisonTom Walsh+1 more	$357.9Mas of Jul 2026
Access Wealth Management, LLC	Brad HellmanAnthony ChristensenCaitlin Rose	$357.7Mas of Apr 2026
Fwg Investments, LLC	Jordan ShortDonald BentleyEdward Lockett+6 more	$349Mas of May 2026
J. Hagan Capital, Inc.	Jonathan HicksMathew KooleCameron Wisley+2 more	$341.8Mas of Sep 2026
Moneywatch Advisors, Inc.	Ramsey BovaStephen Byars	$329.7Mas of Mar 2026

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