Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Advantage Investment Management financial advisors in Louisville, KY

Every SEC-registered investment adviser representative at a Advantage Investment Management office in Louisville, A to Z.

The short answer

5 registered advisors work at Advantage Investment Management in Louisville, out of 5 at the firm nationwide; it ranks number 42 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Advantage Investment Management advisors in Louisville, A to Z

Every Advantage Investment Management advisor →

Advantage Investment Management advisors in every city and state →Advantage Investment Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Louisville

All Louisville advisors →

Robert W. Baird & Co. Incorporated 146Morgan Stanley 81Raymond James & Associates, Inc. 53Cerity Partners LLC 48Ameriprise Financial Services, LLC 47LPL Financial LLC 44Merrill Lynch, Pierce, Fenner & Smith Incorporated 34Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 28State Farm Investment Management Corp. 28Private Client Services, LLC 26

Questions

How many financial advisors does Advantage Investment Management have in Louisville?

5 investment adviser representatives are registered at Advantage Investment Management offices in Louisville, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Advantage Investment Management one of the largest advisor employers in Louisville?

Advantage Investment Management ranks number 42 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 146.

How do I check a Advantage Investment Management advisor in Louisville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Advantage Investment Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.