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 Retirement Planning advisors in KY
52 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
MERIDIAN WEALTH MANAGEMENT, LLC
Lexington, KY
AUM
$4.98B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
59 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
859-543-4516
MCF ADVISORS, LLC
Lexington, KY
AUM
$4.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
859-967-0999
RENAISSANCE INVESTMENT MANAGEMENT
Covington, KY
AUM
$2.91B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
513-723-4500
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
E. S. BARR & COMPANY
Lexington, KY
AUM
$2.22B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
859-266-1300
JOURNEY ADVISORY GROUP, LLC
Covington, KY
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
859-888-0356
THE GLEASON GROUP, INC.
Prospect, KY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(502) 882-7300
CULLINAN ASSOCIATES, INC.
Louisville, KY
AUM
$1.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
502-893-0300
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
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
ASIO CAPITAL LLC
Lexington, KY
AUM
$805.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING
859-785-4130
BALLAST, INC.
Lexington, KY
AUM
$751.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
859-226-0625
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.
Nicholasville, KY
AUM
$728.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
859-223-6333
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
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
Richmond, KY
AUM
$559.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(859) 626-3400
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
JOULE FINANCIAL, LLC
Lexington, KY
AUM
$478.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
859-881-0777
ALPHA FINANCIAL PARTNERS LLC
Lexington, KY
AUM
$459.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(859) 785-2660
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
FWG INVESTMENTS, LLC
Lexington, KY
AUM
$349.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
859-309-0349
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