Falists

Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

65 advisers found

LACH FINANCIAL

Louisville, KY

AUM

$27.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

502-295-7887

PNC REAL ESTATE

Louisville, KY

AUM

$3.55B

Wealth Mgmt

Team

186 advisors

Clients

Fees

BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.

913-253-9150

Full profileNo website

CLEARLEAF

Louisville, KY

AUM

$45.4M

Team

2 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

8889088005

Full profileNo website

ESSA FINANCIAL LLC

Louisville, KY

AUM

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

26-50

Fees

Fixed fees

502-469-7390

Full profileNo website
PreviousPage 3 of 3