RIVER ROAD ASSET MANAGEMENT, LLC
Louisville, KY
AUM
$9.85B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
502-371-4100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KY, LOUISVILLE
51 advisers found
TODD ASSET MANAGEMENT LLC
Louisville, KY
AUM
$6.18B
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(502)-585-3121
STEGNER INVESTMENT ASSOCIATES INC
Louisville, KY
AUM
$2.77B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
502-895-0122
CULLINAN ASSOCIATES, INC.
Louisville, KY
AUM
$1.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
502-893-0300
STRATEGIC WEALTH INVESTMENT GROUP, LLC
Louisville, KY
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(502) 308-4270
KPP ADVISORY SERVICES LLC
Louisville, KY
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
502-394-0400
PARTHENON LLC
Louisville, KY
AUM
$1.22B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
502-327-5660
WAYCROSS PARTNERS, LLC
Louisville, KY
AUM
$1.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-410-1900
HARVEY INVESTMENT COMPANY, LLC
Louisville, KY
AUM
$1.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-339-8270
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
SALING WEALTH ADVISORS
Louisville, KY
AUM
$617.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-805-3000
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
RELIANT WEALTH PLANNING, LLC
Louisville, KY
AUM
$595.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
502-398-5050
FIRST KENTUCKY SECURITIES CORP
Louisville, KY
AUM
$566.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
502-895-3535
ALEXANDER INVESTMENT SERVICES CO.
Louisville, KY
AUM
$496.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-459-4414
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Louisville, KY
AUM
$484.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(502) 873-0522
RETIREMENT PLANNING SOLUTIONS, LLC
Louisville, KY
AUM
$467.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
502-499-5668
GUIDANCE CAPITAL, INC.
Louisville, KY
AUM
$449.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(502) 813-2100
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
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
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