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
115 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
KEYSTONE FINANCIAL GROUP, LLC
Lexington, KY
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
33 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
859-317-8316
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
LEGACY FINANCIAL ADVISORS, INC.
Covington, KY
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
859-655-5225
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
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
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
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