Firms by city
Registered investment advisers in Louisville, KY
41 SEC-registered advisers headquartered in Louisville, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
41 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| River Road Asset Management | Louisville, KY | $9.85B |
| Todd Asset Management | Louisville, KY | $6.18B |
| PNC TC | Louisville, KY | $3.55B |
| Stegner Investment Associates | Louisville, KY | $2.77B |
| Cullinan Associates | Louisville, KY | $1.48B |
| Strategic Wealth Investment Group | Louisville, KY | $1.38B |
| Private Client Services | Louisville, KY | $1.38B |
| Barlow Wealth Partners | Louisville, KY | $1.35B |
| KPP Advisory Services | Louisville, KY | $1.24B |
| Parthenon | Louisville, KY | $1.22B |
| Waycross Partners | Louisville, KY | $1.18B |
| Harvey Investment | Louisville, KY | $1.03B |
| Castellan Group | Louisville, KY | $882M |
| Ramsey Quantitative Systems | Louisville, KY | $691M |
| Cardinal Strategic Wealth Guidance | Louisville, KY | $618M |
| Atlas Brown | Louisville, KY | $605M |
| Reliant Wealth Planning | Louisville, KY | $595M |
| Alexander Investment Services | Louisville, KY | $577M |
| First Kentucky Securities | Louisville, KY | $566M |
| Aristides Capital | Louisville, KY | $541M |
- Headquarters
- Louisville, KY
- Regulatory AUM
- $9.85B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $6.18B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $3.55B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $2.77B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $1.48B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $1.38B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $1.38B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $1.35B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $1.24B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $1.22B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $1.18B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $1.03B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $882M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $691M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $618M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $605M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $595M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $577M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $566M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $541M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Louisville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Kentucky.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.