PILLAR FINANCIAL ADVISORS, LLC
Louisville, KY
AUM
$357.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-384-3890
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
65 advisers found
ACCESS WEALTH MANAGEMENT, LLC
Louisville, KY
AUM
$357.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
502-292-5500
J. HAGAN CAPITAL, INC.
Louisville, KY
AUM
$341.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(502) 690-5635
CENTERLINE WEALTH ADVISORS, LLC
Louisville, KY
AUM
$326.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(502) 242-1561
FAMILY WEALTH PLANNING PARTNERS
Louisville, KY
AUM
$317.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-200-5210
MAGNATE ADVISORY SERVICES, LLC
Louisville, KY
AUM
$314.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(502) 855-3160
RICKETTS FINANCIAL, LLC
Louisville, KY
AUM
$314.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(502) 396-4055
WINEBRENNER CAPITAL MANAGEMENT LLC
Louisville, KY
AUM
$260.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
502-671-0015
WEALTHMD CORPORATION
Louisville, KY
AUM
$250.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
502-413-6893
ADVANTAGE INVESTMENT MANAGEMENT
Louisville, KY
AUM
$215.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
502-212-3000
WAYCROSS GP, LLC
Louisville, KY
AUM
$156.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(502) 410-1900
VF ADVISORS, LLC
Louisville, KY
AUM
$150.0M
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
502-208-2125
LANIER ASSET MANAGEMENT, LLC
Louisville, KY
AUM
$141.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
502-909-1100
MERCURIO WEALTH ADVISORS
Louisville, KY
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(502) 253-9366
GRAETER WEALTH ADVISORS, LLC
Louisville, KY
AUM
$104.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
502-625-1996
FARNSLEY ADVISORS
Louisville, KY
AUM
$91.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
502-627-0918
CANOPUS WEALTH MANAGEMENT
Louisville, KY
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(502) 882-0820
BLUEGRASS FINANCIAL PLANNING, LLC
Louisville, KY
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
502-873-7526
THOMPSON INVESTMENT ADVISORS
Louisville, KY
AUM
$57.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
502-473-1000
PROSPERITY ASSET MANAGEMENT, LLC
Louisville, KY
AUM
$56.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
502-665-0455
INVESTMENT ANSWERS
Louisville, KY
AUM
$49.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
502-690-3434
PLENTIFUL WEALTH, LLC
Louisville, KY
AUM
$44.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
606-775-0246
WARREN WEALTH MANAGEMENT & TAX PLANNING INC.
Louisville, KY
AUM
$31.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
502-339-8255
DMLO WEALTH PLANNING, LLC
Louisville, KY
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(502) 813-2100