Kentucky · 69 firms
Institutional Advisors in Kentucky
Advisers managing assets for institutions, endowments, and corporations. Browse 69 advisers in Kentucky matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in Kentucky
RIVER ROAD ASSET MANAGEMENT, LLC
Louisville, KY
AUM
$9.85B
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
502-371-4100
MERIDIAN WEALTH MANAGEMENT, LLC
Lexington, KY
AUM
$4.98B
Team
59 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
859-543-4516
MCF ADVISORS, LLC
Lexington, KY
AUM
$4.68B
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
859-967-0999
RENAISSANCE INVESTMENT MANAGEMENT
Covington, KY
AUM
$2.91B
Team
7 advisors
Clients
0
Fees
Percentage of AUM
513-723-4500
STEGNER INVESTMENT ASSOCIATES INC
Louisville, KY
AUM
$2.77B
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
502-895-0122
KEYSTONE FINANCIAL GROUP, LLC
Lexington, KY
AUM
$2.34B
Team
33 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
859-317-8316
E. S. BARR & COMPANY
Lexington, KY
AUM
$2.22B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
859-266-1300
JOURNEY ADVISORY GROUP, LLC
Covington, KY
AUM
$1.65B
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
859-888-0356
THE GLEASON GROUP, INC.
Prospect, KY
AUM
$1.61B
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(502) 882-7300
LEGACY FINANCIAL ADVISORS, INC.
Covington, KY
AUM
$1.52B
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
859-655-5225
CULLINAN ASSOCIATES, INC.
Louisville, KY
AUM
$1.48B
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
502-893-0300
STRATEGIC WEALTH INVESTMENT GROUP, LLC
Louisville, KY
AUM
$1.38B
Team
41 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
502-412-3354
PRIVATE CLIENT SERVICES, LLC
Louisville, KY
AUM
$1.38B
Team
50 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
502-451-0600
BARLOW WEALTH PARTNERS, LLC
Louisville, KY
AUM
$1.35B
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(502) 308-4270
PARTHENON LLC
Louisville, KY
AUM
$1.22B
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
502-327-5660
WAYCROSS PARTNERS, LLC
Louisville, KY
AUM
$1.18B
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-410-1900
HARVEY INVESTMENT COMPANY, LLC
Louisville, KY
AUM
$1.03B
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-339-8270
CASTELLAN
Louisville, KY
AUM
$882.2M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
859.494.0523
ASIO CAPITAL LLC
Lexington, KY
AUM
$805.1M
Team
6 advisors
Clients
0
Fees
Percentage of AUM; ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING
859-785-4130
SALING WEALTH ADVISORS
Louisville, KY
AUM
$617.7M
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-805-3000
ATLAS BROWN
Louisville, KY
AUM
$605.2M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-271-2900
FIRST KENTUCKY SECURITIES CORP
Louisville, KY
AUM
$566.0M
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
502-893-7288
CHURCHILL FINANCIAL ADVISORS, LLC
Louisville, KY
AUM
$522.9M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
502-895-3535
ALEXANDER INVESTMENT SERVICES CO.
Louisville, KY
AUM
$496.3M
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-459-4414
141 total advisers in Kentucky. Browse all Kentucky advisors