% of assets managed in Louisville, KY
50 advisers in Louisville offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 50
Access Wealth Management, LLCSEC registeredNo commissions reportedAdvantage Investment ManagementSEC registeredNo commissions reportedAlexander Investment Services CO.SEC registeredNo commissions reportedAtlas BrownSEC registeredNo commissions reportedBarlow Wealth Partners, LLCSEC registeredNo commissions reportedBest Investment Options, LLCState registeredNo commissions reportedBluegrass Financial Planning, LLCState registeredNo commissions reportedCanopus Wealth ManagementState registeredNo commissions reportedCastellanSEC registeredNo commissions reportedCenterline Wealth Advisors, LLCSEC registeredNo commissions reported
Churchill Financial Advisors, LLCSEC registeredNo commissions reportedCullinan Associates, INC.SEC registeredNo commissions reportedDmlo Wealth Planning, LLCSEC registeredNo commissions reportedFamily Wealth Planning PartnersSEC registeredNo commissions reportedFarnsley AdvisorsState registeredNo commissions reportedFirst Kentucky Securities CorpSEC registeredNo commissions reportedGraeter Wealth Advisors, LLCSEC registeredNo commissions reportedGuidance Capital, INC.SEC registeredNo commissions reportedHarvey Investment Company, LLCSEC registeredNo commissions reportedInspire Private Wealth ManagementState registeredNo commissions reportedInvestment AnswersState registeredNo commissions reportedJ. Hagan Capital, INC.SEC registeredNo commissions reportedKpp Advisory Services LLCSEC registeredNo commissions reportedLach FinancialState registeredNo commissions reportedLanier Asset Management, LLCSEC registeredNo commissions reportedLegacy Financial Independent Advisors LLCSEC registeredNo commissions reportedLifetime Wealth Design LLCState registeredNo commissions reportedMagnate Advisory Services, LLCSEC registeredNo commissions reportedMercurio Wealth AdvisorsSEC registeredNo commissions reportedPage Financial Services, LLCState registeredNo commissions reportedParthenon LLCSEC registeredNo commissions reportedPillar Financial Advisors, LLCSEC registeredNo commissions reportedPlentiful Wealth, LLCState registeredNo commissions reportedPrivate Client Services, LLCSEC registeredNo commissions reportedProsperity Asset Management, LLCState registeredNo commissions reportedReliant Wealth Planning, LLCSEC registeredNo commissions reportedRetirement Planning Solutions, LLCSEC registeredNo commissions reportedRicketts Financial, LLCSEC registeredNo commissions reportedRiver Road Asset Management, LLCSEC registeredNo commissions reportedRiverstone Asset Management, LLCSEC registeredNo commissions reportedSaling Wealth AdvisorsSEC registeredNo commissions reportedStegner Investment Associates INCSEC registeredNo commissions reportedStrategic Wealth Investment Group, LLCSEC registeredNo commissions reportedT.k.m. Financial Services, LLCState registeredNo commissions reportedThompson Investment AdvisorsState registeredNo commissions reportedTodd Asset Management LLCSEC registeredNo commissions reportedWarren Wealth Management & Tax Planning INC.State registeredNo commissions reportedWaycross Partners, LLCSEC registeredNo commissions reportedWealthmd CorporationSEC registeredNo commissions reportedWinebrenner Capital Management LLCSEC registeredNo commissions reported