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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in KY
69 advisers found
EQUITY ADVISORS OF KENTUCKY INC
Lexington, KY
AUM
$141.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
502-829-9244
Q2 WEALTH MANAGEMENT
Lexington, KY
AUM
$123.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
859-216-2169
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
DEAN DORTON WEALTH MANAGEMENT, LLC
Lexington, KY
AUM
$81.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
859-425-7780
R.D. SMOTHERS WEALTH MANAGEMENT
Campbellsville, KY
AUM
$74.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
270-600-7526
AUM
$74.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
901-421-6300
LEIF CLARKE WEALTH MANAGEMENT, INC.
Ashland, KY
AUM
$60.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
606-325-0055
THOMPSON INVESTMENT ADVISORS
Louisville, KY
AUM
$57.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
502-473-1000
PROACTIVE ADVISORS, LLC
Lexington, KY
AUM
$56.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
859-263-1117 X222
FEDERAL HILL CAPITAL MANAGEMENT
Bardstown, KY
AUM
$55.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5023485789
FIRE WEALTH MANAGEMENT, LLC
Mayfield, KY
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
270-916-2220
WEALTH MANAGEMENT OF KENTUCKY, INC.
Lexington, KY
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
859-268-4425
BURL INVESTMENT MANAGEMENT, LLC
Lexington, KY
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
859-810-4330
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
INSPIRE PRIVATE WEALTH MANAGEMENT
Louisville, KY
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
502-883-3036
HANNEGAN WEALTH MANAGEMENT, LLC
Edgewood, KY
AUM
$1.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
859-993-7600
DUPREE & COMPANY, INC.
Lexington, KY
AUM
$888.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
859-254-7741
Full profileNo website
LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
Munfordville, KY
AUM
$14.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
270-404-1776
Full profileNo website
RELIABLE MUNICIPAL ADVISORS, LLC
Betsy Layne, KY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(606) 478-1002
Full profileNo website
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