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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 1383
    River Road Asset Management, LLCLouisville, KY · 112 clientsAsset managerHybridAMG Distributors, Inc.
    BNY 59%Fidelity Management Trust 28%
    $9.9B
  2. 1824
    Todd Asset Management LLCLouisville, KY · 71 clientsAsset manager
    BNY 100%
    $6.2B
  3. 2107
    Meridian Wealth Management, LLCLexington, KY · 5,533 clientsWealth manager
    Schwab 54%Pershing 42%
    $5.0B
  4. 2196
    MCF Advisors, LLCLexington, KY · 3,539 clientsWealth manager
    Schwab 87%
    $4.7B
  5. 2451
    Middleground CapitalLexington, KY · 24 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  6. 2571
    PNC Real EstateLouisville, KY · 72 clientsPrivate fund adviserHybridPNC Capital Markets LLC, PNC Wealth Management
    No custodian reported
    $3.6B
  7. 2882
    Renaissance Investment ManagementCovington, KY · 1,983 clientsAsset managerAffiliated broker-dealer
    Morgan Stanley 100%
    $2.9B
  8. 2977
    Stegner Investment Associates IncLouisville, KY · 235 clientsAsset manager
    Lincoln Financial Group Trust 45%Schwab 34%
    $2.8B
  9. 3314
    Keystone Financial Group, LLCLexington, KY · 6,628 clientsWealth managerHybrid
    LPL Financial 84%
    $2.3B
  10. 3423
    E. S. Barr & CompanyLexington, KY · 432 clientsWealth manager
    Raymond James 65%Schwab 35%
    $2.2B
  11. 4040
    Journey Advisory Group, LLCCovington, KY · 888 clientsWealth manager
    Schwab 74%Interactive Brokers 26%
    $1.7B
  12. 4101
    The Gleason Group, Inc.Prospect, KY · 276 clientsWealth manager
    Raymond James 100%
    $1.6B
  13. 4237
    Legacy Financial Advisors, Inc.Covington, KY · 1,065 clientsWealth manager
    Fidelity 100%
    $1.5B
  14. 4300
    Cullinan Associates, Inc.Louisville, KY · 632 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
    UBS 64%
    $1.5B
  15. 4478
    Strategic Wealth Investment Group, LLCLouisville, KY · 3,900 clientsWealth manager
    Schwab 100%
    $1.4B
  16. 4480
    Private Client Services, LLCLouisville, KY · 8,765 clientsBroker-dealer firmHybridPrivate Client Services
    No custodian reported
    $1.4B
  17. 4548
    Barlow Wealth Partners, LLCLouisville, KY · 428 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  18. 4761
    KPP Advisory Services LLCLouisville, KY · 3,995 clientsWealth managerHybrid
    LPL Financial 100%
    $1.2B
  19. 4820
    Parthenon LLCLouisville, KY · 243 clientsWealth manager
    Schwab 100%
    $1.2B
  20. 4887
    Waycross Partners, LLCLouisville, KY · 50 clientsAsset manager
    Northern Trust 100%
    $1.2B
  21. 5298
    Harvey Investment Company, LLCLouisville, KY · 184 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Pershing 76%PNC Wealth Management 24%
    $1.0B
  22. 5760
    Dupree & Company, Inc.Lexington, KY · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $888M
  23. 5780
    CastellanLouisville, KY · 23 clientsWealth manager
    Schwab 100%
    $882M
  24. 6034
    Spectrum Financial Alliance, LTD., L.L.C.Nicholasville, KY · 674 clientsWealth manager
    Schwab 100%
    $813M
  25. 6067
    Asio Capital LLCLexington, KY · 294 clientsWealth manager
    Schwab 100%
    $805M
  26. 6305
    Ballast, Inc.Lexington, KY · 476 clientsWealth manager
    Schwab 100%
    $752M
  27. 6589
    Ramsey Quantitative Systems, Inc.Louisville, KY · 3 clientsPrivate fund adviser
    SG Americas Securities 100%
    $691M
  28. 6999
    Saling Wealth AdvisorsLouisville, KY · 230 clientsWealth manager
    Raymond James 100%
    $618M
  29. 7074
    Atlas BrownLouisville, KY · 451 clientsWealth manager
    Fidelity 100%
    $605M
  30. 7129
    Reliant Wealth Planning, LLCLouisville, KY · 1,701 clientsWealth managerWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC
    Raymond James 100%
    $595M
  31. 7249
    Alexander Investment Services Co.Louisville, KY · 1,261 clientsBroker-dealer firmHybrid
    Schwab 84%
    $577M
  32. 7328
    First Kentucky Securities CorpLouisville, KY · 1,530 clientsBroker-dealer firmHybrid
    RBC 100%
    $566M
  33. 7381
    Van Leeuwen Retirement & Investment ServicesRichmond, KY · 705 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $559M
  34. 7503
    Aristides Capital LLCLouisville, KY · 5 clientsPrivate fund adviser
    No custodian reported
    $541M
  35. 7648
    Churchill Financial Advisors, LLCLouisville, KY · 108 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
    Fidelity 100%
    $523M
  36. 7965
    Legacy Financial Independent Advisors LLCLouisville, KY · 749 clientsWealth manager
    Raymond James 100%
    $484M
  37. 8103
    Retirement Planning Solutions, LLCLouisville, KY · 1,212 clientsWealth managerHybrid
    Schwab 100%
    $467M
  38. 8171
    Alpha Financial Partners LLCLexington, KY · 402 clientsWealth manager
    Fidelity 100%
    $460M
  39. 8180
    Owen Larue Financial GroupElizabethtown, KY · 861 clientsWealth manager
    Schwab 100%
    $459M
  40. 8188
    Paragon Private Wealth Management LLCLexington, KY · 169 clientsWealth manager
    Schwab 100%
    $458M

RIAs by state