THE PROSPERITY PEOPLE
Bellevue, KY
AUM
$147.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
859-331-7755
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
141 advisers found
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
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
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
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
ABRI LLC
Lexington, KY
AUM
$114.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
859-636-6140
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
FOSTER INVESTMENT SERVICES
Lexington, KY
AUM
$89.9M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
859-554-6896
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
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
RIVERCITIES ASSET MANAGEMENT, LLC
Owensboro, KY
AUM
$65.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
270-926-4540
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
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
JOURNEY FINANCIAL MANAGEMENT, LLC
Bowling Green, KY
AUM
$57.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
270-883-1662
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
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
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
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