Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
141 advisers found
OFF CAMBER CREATIVE LLC
Prospect, KY
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
502-496-4316
THE WEALTH PLANNING COMPANY
Louisville, KY
AUM
$0
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(502)977-8610
PNC REAL ESTATE
Louisville, KY
AUM
$3.55B
Team
186 advisors
Clients
—
Fees
BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.
913-253-9150
DUPREE & COMPANY, INC.
Lexington, KY
AUM
$888.2M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
859-254-7741
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
Lexington, KY
AUM
$186.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
859-420-4838
RIVERSTONE ASSET MANAGEMENT, LLC
Louisville, KY
AUM
$103.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
502-882-5580
ACCESS REAL ESTATE, LLC
Louisville, KY
AUM
$63.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
502-292-5500
CLEARLEAF
Louisville, KY
AUM
$45.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
8889088005
LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
Munfordville, KY
AUM
$14.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
270-404-1776
PAGE FINANCIAL SERVICES, LLC
Louisville, KY
AUM
$12.8M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-905-4152
BEST INVESTMENT OPTIONS, LLC
Louisville, KY
AUM
$1.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
502-244-5043
CLARK FINANCIAL PLANNING
Louisville, KY
AUM
—
Team
1 advisors
Clients
26-50
Fees
Fixed fees
502-276-9237
ESSA FINANCIAL LLC
Louisville, KY
AUM
—
Team
1 advisors
Clients
26-50
Fees
Fixed fees
502-469-7390
RELIABLE MUNICIPAL ADVISORS, LLC
Betsy Layne, KY
AUM
—
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(606) 478-1002
YOUR BEST MOVE INC
Bardstown, KY
AUM
—
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
502-350-3900