Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
STRATEGIC WEALTH INVESTMENT GROUP, LLC |
165474 |
801-117642 |
5393 |
76 |
$627,838,627 |
LEGACY FINANCIAL ADVISORS, INC. |
158675 |
801-72637 |
3157 |
20 |
$987,602,317 |
FIRST KENTUCKY SECURITIES CORP |
7524 |
801-67742 |
2848 |
25 |
$641,112,265 |
PRIVATE CLIENT SERVICES, LLC |
120222 |
801-71475 |
2669 |
60 |
$663,057,627 |
BALLAST, INC. |
152695 |
801-79651 |
1549 |
12 |
$423,413,984 |
JOURNEY ADVISORY GROUP, LLC |
171919 |
801-79934 |
1527 |
19 |
$837,443,499 |
LANDMARK FINANCIAL ADVISORS, LLC |
129435 |
801-62582 |
1452 |
8 |
$503,689,000 |
ALEXANDER INVESTMENT SERVICES CO. |
1037 |
801-10334 |
1165 |
13 |
$488,668,503 |
BARLOW WEALTH PARTNERS, LLC |
325308 |
801-127506 |
1075 |
5 |
$890,183,536 |
ATLAS BROWN |
133408 |
801-63702 |
1023 |
9 |
$429,726,740 |
THE GLEASON GROUP, INC. |
175104 |
801-96195 |
875 |
9 |
$615,814,747 |
PARTHENON LLC |
107794 |
801-56440 |
438 |
7 |
$859,633,434 |
HARVEY INVESTMENT COMPANY, LLC |
110482 |
801-58031 |
265 |
5 |
$869,090,420 |
RAMSEY QUANTITATIVE SYSTEMS, INC. |
175257 |
801-97337 |
63 |
22 |
$838,880,760 |
DUPREE & COMPANY, INC. |
1697 |
801-13157 |
1 |
13 |
$1,100,942,271 |