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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

85 firms manage $81 billionKentucky

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 8270
    Guidance Capital, Inc.Louisville, KY · 759 clientsWealth managerHybrid
    Schwab 100%
    $450M
  2. 8726
    Altus Wealth Management, LLCFt. Mitchell, KY · 286 clientsWealth manager
    Schwab 100%
    $405M
  3. 8740
    Dupree Financial Group, LLCLexington, KY · 825 clientsWealth manager
    Fidelity 94%
    $404M
  4. 9118
    Tony Walker FinancialBowling Green, KY · 1,828 clientsWealth manager
    Schwab 100%
    $374M
  5. 9270
    Dynamic Market Advantage, LLCLouisville, KY · 2 clientsAsset managerHybrid
    Schwab 100%
    $362M
  6. 9315
    Pillar Financial Advisors, LLCLouisville, KY · 210 clientsWealth manager
    Schwab 100%
    $358M
  7. 9318
    Access Wealth Management, LLCLouisville, KY · 174 clientsWealth managerHybrid
    Schwab 100%
    $358M
  8. 9418
    FWG Investments, LLCLexington, KY · 1,846 clientsWealth manager
    Fidelity 100%
    $349M
  9. 9515
    J. Hagan Capital, Inc.Louisville, KY · 876 clientsWealth manager
    Schwab 85%
    $342M
  10. 9708
    Moneywatch Advisors, Inc.Lexington, KY · 384 clientsWealth manager
    No custodian reported
    $330M
  11. 9774
    Centerline Wealth Advisors, LLCLouisville, KY · 268 clientsWealth manager
    Schwab 100%
    $326M
  12. 9864
    Investments & Financial Planning, LLCLexington, KY · 751 clientsWealth managerWrap sponsor
    Schwab 100%
    $319M
  13. 9886
    Family Wealth Planning PartnersLouisville, KY · 1,466 clientsWealth manager
    Schwab 100%
    $317M
  14. 9939
    Magnate Advisory Services, LLCLouisville, KY · 1,576 clientsWealth managerHybrid
    Fidelity Distributors Company 87%
    $314M
  15. 9940
    Ricketts Financial, LLCLouisville, KY · 115 clientsWealth managerHybrid
    Schwab 100%
    $314M
  16. 10317
    Lockshield Partners, Inc.Glasgow, KY · 1,116 clientsWealth manager
    LPL Financial 100%
    $291M
  17. 10622
    Russell Capital Management, LLCLexington, KY · 299 clientsWealth manager
    Schwab 100%
    $275M
  18. 10777
    Demeter Tactical Investments Corp.Prospect, KY · 396 clientsWealth manager
    Schwab 100%
    $265M
  19. 10801
    Wallace Hart Capital ManagementLexington, KY · 230 clientsWealth manager
    Raymond James 100%
    $264M
  20. 10861
    Winebrenner Capital Management LLCLouisville, KY · 459 clientsWealth manager
    Schwab 86%
    $260M
  21. 11047
    Principled Wealth Advisors, LLCCovington, KY · 157 clientsWealth manager
    SEI 100%
    $252M
  22. 11083
    Wealthmd CorporationLouisville, KY · 1,061 clientsWealth manager
    Fidelity 80%
    $251M
  23. 11295
    Jennings & Associates Financial Advisors, LLCPaducah, KY · 691 clientsWealth managerHybrid
    LPL Financial 100%
    $240M
  24. 11757
    Blvd Private Wealth, LLCProspect, KY · 137 clientsWealth manager
    Schwab 100%
    $220M
  25. 11874
    Advantage Investment ManagementLouisville, KY · 369 clientsWealth manager
    Schwab 90%
    $215M
  26. 11961
    Itrust Asset Management, LLCLexington, KY · 463 clientsWealth managerWrap sponsorHybrid
    LPL Financial 86%
    $212M
  27. 12480
    LFG Wealth Partners, LLCElizabethtown, KY · 360 clientsWealth manager
    Fidelity 62%Altruist 38%
    $191M
  28. 12589
    Wealth Management of the Bluegrass, LLC.Lexington, KY · 159 clientsWealth manager
    Schwab 100%
    $187M
  29. 13331
    Research & Portfolio ManagementCrescent Springs, KY · 259 clientsWealth manager
    Raymond James 100%
    $161M
  30. 13401
    Invest Inc.Lexington, KY · 208 clientsWealth manager
    Schwab 100%
    $159M
  31. 13491
    Waycross GP, LLCLouisville, KY · 3 clientsPrivate fund adviser
    No custodian reported
    $156M
  32. 13684
    VF Advisors, LLCLouisville, KY · 1 clientsPrivate fund adviser
    No custodian reported
    $150M
  33. 13734
    Townsend Financial PlanningMt. Sterling, KY · 160 clientsWealth manager
    Fidelity 100%
    $148M
  34. 13777
    The Prosperity PeopleBellevue, KY · 170 clientsWealth manager
    Schwab 100%
    $147M
  35. 13958
    Lanier Asset Management, LLCLouisville, KY · 103 clientsWealth manager
    Pershing 57%UMB Financial Services 35%
    $142M
  36. 13961
    Equity Advisors of Kentucky IncLexington, KY · 114 clientsWealth manager
    SEI 100%
    $142M
  37. 13979
    Mercurio Wealth AdvisorsLouisville, KY · 460 clientsWealth managerWrap sponsor
    Fidelity 92%
    $141M
  38. 14597
    Q2 Wealth ManagementLexington, KY · 152 clientsWealth manager
    Schwab 92%
    $123M
  39. 14949
    Abri LLCLexington, KY · 271 clientsWealth manager
    Altruist 100%
    $114M
  40. 15284
    Graeter Wealth Advisors, LLCLouisville, KY · 85 clientsWealth manager
    Schwab 100%
    $105M

RIAs by state