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Top RIA Firms in Louisville, Kentucky
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Louisville, Kentucky. This hub covers 41 matching firms with $43.7B in total reported AUM and median AUM of $496.3M.
Firms
41
Matching current profiles
Total AUM
$43.7B
Reported regulatory AUM
Median AUM
$496.3M
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. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. Ramsey Quantitative Systems, INC. CRD 175257 · Corporation | LOUISVILLE, KY | $691.4M Mar 2026 | -$92.9M-11.8% | -$170.4M-19.8% | +$44.9M+7.0% | — | 0 employees+0.0% over 3Y | -26 accounts-40.0% over 3Y |
| 15. Saling Wealth Advisors CRD 283226 · Limited Liability Company | LOUISVILLE, KY | $617.7M Mar 2026 | +$207.2M+50.5% | +$234.2M+61.1% | +$331.3M+115.7% | +$485.5M+367.5% | +1 employees+10.0% over 3Y | +173 accounts+24.0% over 3Y |
| 16. Atlas Brown CRD 133408 · Corporation | LOUISVILLE, KY | $605.2M Mar 2026 | +$150.0M+33.0% | +$175.5M+40.8% | +$183.4M+43.5% | +$91.5M+17.8% | 0 employees+0.0% over 3Y | +171 accounts+16.7% over 3Y |
| 17. Reliant Wealth Planning, LLC CRD 286230 · Limited Liability Company | LOUISVILLE, KY | $595.2M Mar 2026 | +$74.6M+14.3% | +$190.9M+47.2% | +$233.8M+64.7% | +$468.9M+371.0% | -2 employees-13.3% over 3Y | +198 accounts+13.2% over 3Y |
| 18. First Kentucky Securities Corp CRD 7524 · Corporation | LOUISVILLE, KY | $566.0M Dec 2025 | +$30.7M+5.7% | -$75.1M-11.7% | +$153.2M+37.1% | +$436.9M+338.4% | -6 employees-24.0% over 3Y | -1,318 accounts-46.3% over 3Y |
| 19. Aristides Capital LLC CRD 162368 · Limited Liability Company | LOUISVILLE, KY | $541.4M May 2026 | +$68.6M+14.5% | +$240.9M+80.2% | +$325.2M+150.4% | +$337.4M+165.4% | +5 employees+83.3% over 3Y | +3 accounts+150.0% over 3Y |
| 20. Churchill Financial Advisors, LLC CRD 333071 · Limited Liability Company | LOUISVILLE, KY | $522.9M Mar 2026 | — | — | — | +$279.1M+114.5% | 0 employees+0.0% over 1Y | +119 accounts+74.4% over Total |
| 21. Alexander Investment Services CO. CRD 1037 · Corporation | LOUISVILLE, KY | $496.3M Mar 2026 | -$145.1M-22.6% | -$16.5M-3.2% | +$103.5M+26.3% | +$176.3M+55.1% | -1 employees-7.7% over 3Y | +90 accounts+7.8% over 3Y |
| 22. Legacy Financial Independent Advisors LLC CRD 324258 · Limited Liability Company | LOUISVILLE, KY | $484.0M Mar 2026 | +$33.4M+7.4% | +$177.5M+57.9% | — | — | -1 employees-11.1% over 3Y | +1,194 accounts+84.1% over 3Y |
| 23. Retirement Planning Solutions, LLC CRD 311575 · Limited Liability Company | LOUISVILLE, KY | $467.0M Mar 2026 | +$181.7M+63.7% | +$363.2M+349.8% | — | — | +10 employees+142.9% over 3Y | +2,158 accounts+330.0% over 3Y |
| 24. Guidance Capital, INC. CRD 323541 · Corporation | LOUISVILLE, KY | $449.8M Apr 2026 | +$65.6M+17.1% | +$199.1M+79.4% | — | — | +1 employees+11.1% over 3Y | +547 accounts+36.4% over 3Y |
| 25. Dynamic Market Advantage, LLC CRD 323540 · Limited Liability Company | LOUISVILLE, KY | $361.9M Feb 2026 | +$118.3M+48.5% | — | — | — | +2 employees+100.0% over 3Y | +106 accounts+8.9% over 1Y |
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.