Find the Best 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.

Finding the Top Financial Advisor in Kentucky

Last Updated - 29-May-2023

Kentucky has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 592 non-vetted advisors in your local area. These financial advisors in Kentucky have an average of 30 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.

List of Qualified Financial Advisors in Kentucky

Financial Advisor Experience AUM Minimum Assets Fee Structure
John York
836 Euclid Avenue (suite 306),
Lexington, KY 40502
30 Years $40,000,000 $100,000 Fee-Based

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Information on Qualified Financial Advisors in Kentucky

Qualifications Firm CRD# 147332
Series 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 836 Euclid Avenue (suite 306),
Phone Number 859-263-1117

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ProActive Advisors

Your choice of a Financial Advisor is one of the most important decisions you will make. Bad choices can have injurious consequences like stunted compounding from hidden costs, slow growth from bad strategy, and crippling losses due to poor risk management. ProActive Advisors diligently works to navigate the complexities of change. Compare our money management practices and how they can improve your financial life.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Customer Reviews

Top Financial Advisor Firms in Kentucky (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
700 North Hurstbourne Pkwy, Suite 110, Louisville, KY 40222
13 129 $13,299,593,000
A percentage of AUM, Fixed fees
211 Garrard Street, Covington, KY 41011
13 121 $5,641,801,141
A percentage of AUM, Fixed fees
50 E. Rivercenter Blvd., Suite 1200, Covington, KY 41011
20 998 $2,557,705,746
A percentage of AUM
297 North Hubbards Lane, Suite 102, Louisville, KY 40207
5 268 $979,438,333
A percentage of AUM, Fixed fees
4360 Brownsboro Road, Suite 300, Louisville, KY 40207
33 2592 $717,175,163
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
9750 Ormsby Station Road, Suite 102, Louisville, KY 40223
10 722 $383,449,515
A percentage of AUM, Fixed fees
808 West Main Street, Richmond, KY 40475
3 835 $336,927,638
A percentage of AUM, Hourly charges, Fixed fees
4360 Brownsboro Road, Suite 115, Louisville, KY 40207
4 262 $325,285,062
A percentage of AUM, Fixed fees
237 East Main Street, Lexington, KY 40507
6 684 $290,742,282
A percentage of AUM
10200 Forest Green Blvd., Suite 311, Louisville, KY 40223
5 729 $231,139,543
A percentage of AUM, Hourly charges, Fixed fees
4965 U.S. Highway 42, Suite 2900, Louisville, KY 40222
13 23 $190,195,237
A percentage of AUM, Fixed fees, Performance Based
300 West Vine Street, Suite 2201, Lexington, KY 40507
3 370 $181,785,194
A percentage of AUM, Fixed fees
3320 Tates Creek Road, Suite 100, Lexington, KY 40502
4 404 $164,129,677
A percentage of AUM, Hourly charges, Fixed fees
3432 Stony Spring Circle, Louisville, KY 40220
6 654 $103,826,097
A percentage of AUM, Hourly charges, Fixed fees
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503
3 503 $103,275,363
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Kentucky*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    444 East Main St, Ste 111, Lexington, KY  40507 859-231-9525
    621 Broadway, Paducah, KY  42001 270-444-7291
    444 East Main St, Ste 111, Lexington, KY  40507 859-231-9550
    7315 Lou Post Road, Crestwood, KY  40014 502-855-3416
    400 West Market St, Ste 2500, Louisville, KY  40202 502-562-5120
    444 East Main St, Ste 111, Lexington, KY  40507 859-231-9529
    400 West Market St, Ste 2500, Louisville, KY  40202 502-562-5142
    2171 Beil Rd, Burlington, KY  41005 859-586-9448
    13151 Magisterial Dr, Ste 101-A, Louisville, KY  40223 502-423-7073
    4969 US Highway 42, Suite 1200, Louisville, KY  40222 502-394-4025

      Select other cities in Kentucky to broaden your search for a financial advisor

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?