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Top RIA Firms in Kentucky
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Kentucky. This hub covers 82 matching firms with $80.4B in total reported AUM and median AUM of $453.8M.
Firms
82
Matching current profiles
Total AUM
$80.4B
Reported regulatory AUM
Median AUM
$453.8M
Across firms with AUM
Largest firm
$9.9B
River Road Asset Management, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. River Road Asset Management, LLC CRD 134918 · Limited Liability Company | LOUISVILLE, KY | $9.9B Mar 2026 | +$1.8B+23.0% | +$2.1B+26.3% | +$3.2B+47.6% | +$4.2B+75.4% | -4 employees-8.0% over 3Y | -18 accounts-16.2% over 3Y |
| 2. Todd Asset Management LLC CRD 109473 · Limited Liability Company | LOUISVILLE, KY | $6.2B Mar 2026 | +$1.7B+38.2% | +$1.7B+37.7% | +$2.2B+53.7% | +$3.0B+92.4% | -1 employees-5.3% over 3Y | +1 accounts+1.0% over 3Y |
| 3. Meridian Wealth Management, LLC CRD 151523 · Limited Liability Company | LEXINGTON, KY | $5.0B Mar 2026 | +$1.1B+28.3% | +$2.9B+141.2% | +$3.5B+239.8% | +$4.9B+4389.5% | +30 employees+81.1% over 3Y | +6,368 accounts+107.4% over 3Y |
| 4. Mcf Advisors, LLC CRD 130372 · Limited Liability Company | LEXINGTON, KY | $4.7B May 2026 | +$1.4B+40.7% | +$2.4B+101.5% | +$2.5B+116.0% | +$4.1B+722.3% | +20 employees+57.1% over 3Y | +3,362 accounts+80.5% over 3Y |
| 5. Middleground Capital CRD 297235 · Limited Partnership | LEXINGTON, KY | $3.9B May 2026 | -$219.0M-5.3% | +$1.0B+36.0% | +$3.2B+466.0% | +$3.8B+4788.1% | +29 employees+35.4% over 3Y | +10 accounts+71.4% over 3Y |
| 6. Pnc Real Estate CRD 172753 · Limited Liability Company | LOUISVILLE, KY | $3.6B Mar 2026 | +$84.3M+2.4% | +$1.1B+46.1% | +$1.3B+56.3% | +$963.9M+37.2% | +23 employees+14.1% over 3Y | +14 accounts+24.1% over 3Y |
| 7. Renaissance Investment Management CRD 105916 · Limited Liability Company | COVINGTON, KY | $2.9B Apr 2026 | +$140.3M+5.1% | +$752.2M+34.9% | +$508.2M+21.2% | -$1.2B-28.5% | +2 employees+11.8% over 3Y | +986 accounts+89.7% over 3Y |
| 8. Stegner Investment Associates INC CRD 107480 · — | LOUISVILLE, KY | $2.8B Mar 2026 | +$358.9M+14.9% | +$1.0B+60.2% | +$1.6B+135.1% | +$2.2B+405.7% | 0 employees+0.0% over 3Y | +90 accounts+12.3% over 3Y |
| 9. Keystone Financial Group, LLC CRD 170201 · Limited Liability Company | LEXINGTON, KY | $2.3B Mar 2026 | +$828.5M+54.9% | +$1.1B+88.8% | +$1.4B+159.9% | — | +10 employees+25.6% over 3Y | +1,863 accounts+39.1% over 3Y |
| 10. E. S. Barr & Company CRD 107447 · Corporation | LEXINGTON, KY | $2.2B Mar 2026 | +$248.4M+12.6% | +$811.4M+57.6% | +$836.9M+60.5% | +$1.5B+206.3% | 0 employees+0.0% over 3Y | +38 accounts+4.5% over 3Y |
| 11. Journey Advisory Group, LLC CRD 171919 · Limited Liability Company | COVINGTON, KY | $1.7B Apr 2026 | +$180.8M+12.3% | +$816.7M+97.5% | +$1.0B+155.5% | — | +12 employees+63.2% over 3Y | +586 accounts+38.4% over 3Y |
| 12. The Gleason Group, INC. CRD 175104 · Corporation | PROSPECT, KY | $1.6B Mar 2026 | +$635.1M+65.2% | +$993.2M+161.3% | +$1.1B+228.8% | — | +2 employees+22.2% over 3Y | +234 accounts+26.7% over 3Y |
| 13. Legacy Financial Advisors, INC. CRD 158675 · Corporation | COVINGTON, KY | $1.5B Mar 2026 | +$389.9M+34.6% | +$528.0M+53.5% | +$836.4M+123.2% | +$1.2B+393.9% | +1 employees+5.0% over 3Y | +564 accounts+17.9% over 3Y |
| 14. Cullinan Associates, INC. CRD 108340 · Corporation | LOUISVILLE, KY | $1.5B Mar 2026 | -$372.7M-20.1% | -$549.0M-27.0% | -$16.3M-1.1% | +$621.6M+72.3% | +1 employees+6.3% over 3Y | -262 accounts-29.3% over 3Y |
| 15. Strategic Wealth Investment Group, LLC CRD 165474 · Limited Liability Company | LOUISVILLE, KY | $1.4B Mar 2026 | +$483.5M+53.7% | +$756.5M+120.5% | +$1.2B+522.3% | +$1.3B+1165.4% | +12 employees+15.8% over 3Y | +3,213 accounts+59.6% over 3Y |
| 16. Private Client Services, LLC CRD 120222 · Limited Liability Company | LOUISVILLE, KY | $1.4B Mar 2026 | +$537.3M+63.5% | +$768.0M+124.9% | +$1.1B+340.7% | +$1.3B+1102.7% | +3 employees+5.3% over 3Y | +6,798 accounts+345.6% over 3Y |
| 17. Barlow Wealth Partners, LLC CRD 325308 · Limited Liability Company | LOUISVILLE, KY | $1.4B Mar 2026 | +$136.1M+11.2% | — | — | — | +5 employees+500.0% over 3Y | +21 accounts+1.5% over 1Y |
| 18. Kpp Advisory Services LLC CRD 289507 · Limited Liability Company | LOUISVILLE, KY | $1.2B May 2026 | +$366.8M+42.0% | -$235.2M-15.9% | +$807.2M+186.1% | +$1.0B+485.7% | +6 employees+19.4% over 3Y | +1,251 accounts+45.6% over 3Y |
| 19. Parthenon LLC CRD 107794 · Limited Liability Company | LOUISVILLE, KY | $1.2B Jan 2026 | +$223.6M+22.5% | +$214.3M+21.4% | +$457.5M+60.2% | +$831.3M+215.2% | 0 employees+0.0% over 3Y | +34 accounts+8.0% over 3Y |
| 20. Waycross Partners, LLC CRD 153838 · Limited Liability Company | LOUISVILLE, KY | $1.2B Mar 2026 | +$317.4M+36.7% | +$882.2M+293.4% | +$1.0B+686.3% | +$1.1B+3284.5% | +1 employees+8.3% over 3Y | +23 accounts+82.1% over 3Y |
| 21. Harvey Investment Company, LLC CRD 110482 · Limited Liability Company | LOUISVILLE, KY | $1.0B May 2026 | +$87.1M+9.3% | +$159.5M+18.4% | +$202.2M+24.5% | +$699.7M+212.7% | -1 employees-20.0% over 3Y | -1 accounts-0.4% over 3Y |
| 22. Dupree & Company, INC. CRD 1697 · Corporation | LEXINGTON, KY | $888.2M Feb 2026 | -$143.0M-13.9% | -$212.7M-19.3% | -$520.5M-36.9% | -$417.1M-32.0% | -1 employees-7.7% over 3Y | 0 accounts+0.0% over 3Y |
| 23. Castellan CRD 299363 · Limited Liability Company | LOUISVILLE, KY | $882.2M Mar 2026 | +$528.8M+149.6% | +$646.9M+274.9% | +$759.9M+620.9% | +$759.9M+620.9% | +3 employees+60.0% over 3Y | +73 accounts+221.2% over 3Y |
| 24. Asio Capital LLC CRD 298326 · Limited Liability Company | LEXINGTON, KY | $805.1M Mar 2026 | +$305.5M+61.2% | +$411.8M+104.7% | +$514.8M+177.3% | — | +1 employees+16.7% over 3Y | +220 accounts+45.8% over 3Y |
| 25. Ballast, INC. CRD 152695 · Corporation | LEXINGTON, KY | $751.5M Feb 2026 | +$207.6M+38.2% | +$288.5M+62.3% | +$464.9M+162.2% | +$645.5M+608.9% | +6 employees+100.0% over 3Y | +443 accounts+30.7% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.