Falists

Kentucky · 65 advisers

Financial Advisors in Louisville, Kentucky

Looking for a financial advisor in Louisville, Kentucky? Falists indexes 65 SEC-registered and state-registered investment advisers in Louisville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 56 firms list a website you can visit directly. Firms in this directory manage up to $9.85B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

65

With website

56

Largest AUM

$9.85B

Financial planning

40

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth60Planning40Trusts51Retirement22Institutional30

Top advisors in Louisville

Ranked by AUM · Fees, team & specialties at a glance

View all 65 →

CASTELLAN

Louisville, KY

AUM

$882.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

859.494.0523

Full profileVisit site →

ATLAS BROWN

Louisville, KY

AUM

$605.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

502-271-2900

Full profileVisit site →
View all 65 advisors in Louisville

More cities in Kentucky

Lexington (37)Covington (6)Prospect (4)Bowling Green (3)Bardstown (2)Elizabethtown (2)Ashland (1)Bellevue (1)Betsy Layne (1)Brandenburg (1)Campbellsville (1)Crescent Springs (1)

Common questions

How many financial advisors are in Louisville, Kentucky?
65 registered investment advisers are listed in our Louisville directory, sourced from public SEC filings.
What types of advisors are in Louisville?
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 Louisville?
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.