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Find Top Financial Advisors in Mount Sterling, Kentucky

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Mount Sterling, Kentucky, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Mount Sterling, Kentucky

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Mount Sterling, Kentucky

VETTED
Financial Advisor
Edelman Financial Engines, LLC3094 Harrodsburg RoadLexington, KY 40503
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Mount Sterling, 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 Location
3094 Harrodsburg Road,Suite 202,Lexington,KY 40503
Phone Number
877-208-7414

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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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