Kentucky · 4 advisers
Financial Advisors in Prospect, Kentucky
Looking for a financial advisor in Prospect, Kentucky? Falists indexes 4 SEC-registered and state-registered investment advisers in Prospect — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $1.61B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$1.61B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Prospect
Ranked by AUM · Fees, team & specialties at a glance
THE GLEASON GROUP, INC.
Prospect, KY
AUM
$1.61B
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(502) 882-7300
DEMETER TACTICAL INVESTMENTS CORP.
Prospect, KY
AUM
$265.3M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2125184444
BLVD PRIVATE WEALTH, LLC
Prospect, KY
AUM
$220.4M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(502) 805-5820
OFF CAMBER CREATIVE LLC
Prospect, KY
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
502-496-4316
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Common questions
- How many financial advisors are in Prospect, Kentucky?
- 4 registered investment advisers are listed in our Prospect directory, sourced from public SEC filings.
- What types of advisors are in Prospect?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Prospect?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.