Top 10 fastest-growing RIAs in Kentucky (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Mcf Advisors, LLC LEXINGTON	$2.89B → $4.68B	1.62× 1.2× typical	18 → 30	+7	Organic or recruited	Schwab	89.2
2	Meridian Wealth Management, LLC LEXINGTON	$2.91B → $4.98B	1.72× 1.3× typical	29 → 59	+1	Organic	Transamerica Investors Securities Corporation	88.9
3	Demeter Tactical Investments Corp. PROSPECT	$101M → $265.3M	2.63× 2.0× typical	1 → 3	0	Organic or recruited	Schwab	77.1
4	Spectrum Financial Alliance, LTD., L.l.c. NICHOLASVILLE	$321.2M → $813M	2.53× 1.9× typical	2 → 3	0	Organic	Schwab	73.5
5	Lfg Wealth Partners, LLC ELIZABETHTOWN	$101.4M → $190.7M	1.88× 1.4× typical	5 → 7	0	Organic or recruited	Fidelity	70.4
6	Private Client Services, LLC LOUISVILLE	$845.8M → $1.38B	1.64× 1.2× typical	50 → 50	+1	Organic or recruited	–	67.6
7	Journey Advisory Group, LLC COVINGTON	$1.02B → $1.65B	1.63× 1.2× typical	11 → 15	0	Organic or recruited	Schwab	66.4
8	Alpha Financial Partners LLC LEXINGTON	$295M → $459.9M	1.56× 1.2× typical	3 → 5	0	Organic or recruited	Fidelity	66.2
9	Strategic Wealth Investment Group, LLC LOUISVILLE	$900.8M → $1.38B	1.54× 1.1× typical	27 → 41	0	Organic or recruited	Schwab	65.1
10	Keystone Financial Group, LLC LEXINGTON	$1.51B → $2.34B	1.55× 1.2× typical	33 → 33	+1	Organic	LPL Financial	64.8

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Kentucky.

How we ranked