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Find Top Financial Advisors in Kentucky

Kentucky has a diverse economy and breathtaking natural landscapes that make it an appealing place to live and work. If you are a resident of Kentucky or looking to move here you may want to consider hiring an experienced and certified financial professional to take advantage of the economic opportunities and plan your finances. Developing a solid financial plan, whether it be saving for retirement, or saving to grow your wealth and investments, is always essential for achieving long-term financial goals. WiserAdvisor provides a list of ranked financial advisors and advisory firms experienced in assisting clients in and around Kentucky that may be a good place for you to start your search for a financial advisor. By connecting with a trusted advisor, Kentucky residents like you can receive personalized financial advice and guidance to identify opportunities for financial growth.

How To Find Trusted Financial Advisors in Kentucky

Kentucky has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Kentucky have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Kentucky mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Kentucky.

Qualified Financial Advisors in Kentucky

VETTED
Financial Advisor
Edelman Financial Engines, LLC
9960 Corporate Campus DriveLouisville, KY 40223
3094 Harrodsburg RoadLexington, KY 40503
ExperienceN/A
AUM$314,000,000,000
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Todd WalzCFP™, Accredited Asset Management Specialist (AAMS®), AAMS®, CDFA®Raymond James & Associates, Inc.4969 US Hwy 42Louisville, KY 40222
Experience22 Years
AUM$160,000,000
Minimum AssetsNot Specified
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Kentucky

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
9960 Corporate Campus Drive,Suite 1200,Louisville,KY 40223Phone Number877-208-7414
3094 Harrodsburg Road,Suite 202,Lexington,KY 40503Phone Number877-208-7414
Todd Walz
VETTED
Todd WalzCFP™, Accredited Asset Management Specialist (AAMS®), AAMS®, CDFA®
Raymond James & Associates, Inc.
About Todd Walz
Todd P. Walz is a First Vice President of Investments with Raymond James. He has more than twenty years experience as a financial advisor and holds three professional certifications. His most recent certification is Certified Divorce Financial Analyst® which was awarded by the Institute for Divorce Financial Analysts. His second certification is Accredited Asset Management Specialist® which was awarded in 2007 by the College for Financial Planning. In 2001 he obtained his CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards Inc. Todd is a graduate of Centre College with a Bachelors of Science in Economics.

{Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.} (Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.) Raymond James & Associates Inc., member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm.
About Raymond James & Associates, Inc.
We help to design and implement personalized wealth management solutions for affluent clients using a consultative, team based approach.
Qualifications
CRD# 2799218Firm CRD# 705Series 7, 65, 66
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee
Office Location
4969 US Hwy 42,Suite 1600,Louisville,KY 40222
Phone Number
502-329-2066

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FINRA/SEC Registered Advisors

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Firm Name
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANYLouisville, KY
No. of Advisors14
AUM$16,780,521,000
No. of Clients147
Fee StructureA percentage of AUM, Fixed fees
Firm Name
RIVER ROAD ASSET MANAGEMENT, LLCLouisville, KY
No. of Advisors44
AUM$7,678,048,654
No. of Clients93
Fee StructureA percentage of AUM, Performance Based
Firm Name
TODD ASSET MANAGEMENT LLCLouisville, KY
No. of Advisors19
AUM$4,469,969,570
No. of Clients105
Fee StructureA percentage of AUM, Fixed fees
Firm Name
MIDDLEGROUND CAPITALLexington, KY
No. of Advisors142
AUM$3,803,189,141
No. of Clients21
Fee StructureA percentage of AUM, Performance Based
Firm Name
PNC REAL ESTATELouisville, KY
No. of Advisors180
AUM$3,257,395,486
No. of Clients67
Fee StructureOther (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)
Firm Name
MERIDIAN WEALTH MANAGEMENT, LLCLexington, KY
No. of Advisors37
AUM$2,905,556,042
No. of Clients8456
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
RENAISSANCE INVESTMENT MANAGEMENTCovington, KY
No. of Advisors17
AUM$2,538,177,212
No. of Clients1208
Fee StructureA percentage of AUM
Firm Name
STEGNER INVESTMENT ASSOCIATES INCLouisville, KY
No. of Advisors11
AUM$2,119,435,054
No. of Clients744
Fee StructureA percentage of AUM, Fixed fees
Firm Name
CULLINAN ASSOCIATES, INC.Louisville, KY
No. of Advisors18
AUM$1,854,292,560
No. of Clients943
Fee StructureA percentage of AUM, Fixed fees
Firm Name
E. S. BARR & COMPANYLexington, KY
No. of Advisors6
AUM$1,796,022,602
No. of Clients866
Fee StructureA percentage of AUM, Performance Based
Firm Name
KEYSTONE FINANCIAL GROUP, LLCLexington, KY
No. of Advisors45
AUM$1,509,725,992
No. of Clients5260
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
BARLOW WEALTH PARTNERS, LLCLouisville, KY
No. of Advisors6
AUM$1,215,744,287
No. of Clients1404
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
LEGACY FINANCIAL ADVISORS, INC.Covington, KY
No. of Advisors17
AUM$1,125,634,229
No. of Clients4401
Fee StructureA percentage of AUM, Fixed fees
Firm Name
PARTHENON LLCLouisville, KY
No. of Advisors7
AUM$1,120,457,850
No. of Clients470
Fee StructureA percentage of AUM, Performance Based
Firm Name
DUPREE & COMPANY, INC.Lexington, KY
No. of Advisors13
AUM$1,031,166,310
No. of Clients1
Fee StructureA percentage of AUM

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