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 |
|---|---|---|
| Churchill Financial Advisors | Louisville, KY | $523M |
| Legacy Financial Independent Advisors | Louisville, KY | $484M |
| RPS Advisory Solutions | Louisville, KY | $467M |
| Guidance Capital | Louisville, KY | $450M |
| Dynamic Market Advantage | Louisville, KY | $362M |
| Pillar Financial Advisors | Louisville, KY | $358M |
| Access Wealth Management | Louisville, KY | $358M |
| J. Hagan Capital | Louisville, KY | $342M |
| Centerline Wealth Advisors | Louisville, KY | $326M |
| Family Wealth Planning Partners | Louisville, KY | $317M |
| Magnate Advisory Services | Louisville, KY | $314M |
| Ricketts Financial | Louisville, KY | $314M |
| Winebrenner Capital Management | Louisville, KY | $260M |
| Wealthmd | Louisville, KY | $251M |
| Garton and Associates Financial Advisors | Louisville, KY | $215M |
| Waycross GP | Louisville, KY | $156M |
| VF Advisors | Louisville, KY | $150M |
| Lanier Asset Management | Louisville, KY | $142M |
| Mercurio & Associates | Louisville, KY | $141M |
| Graeter Wealth Advisors | Louisville, KY | $105M |
- Headquarters
- Louisville, KY
- Regulatory AUM
- $523M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $484M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $467M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $450M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $362M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $358M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $358M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $342M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $326M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $317M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $314M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $314M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $260M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $251M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $215M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $156M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $150M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $142M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $141M
- Headquarters
- Louisville, KY
- Regulatory AUM
- $105M
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.