Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $14,542,535,000 | 140 | 14 | A Percentage of AUM, Fixed Fees |
2 | RIVER ROAD ASSET MANAGEMENT, LLC 462 South Fourth Street, Suite 2000 Louisville, KY, 40202-3466 | $7,802,138,241 | 111 | 50 | A Percentage of AUM, Performance Based |
3 | ARGI INVESTMENT SERVICES, LLC 2201 High Wickham Place, Louisville, KY, 40245 | $4,569,619,524 | 15255 | 169 | A Percentage of AUM, Fixed Fees, Other (PORTFOLIO SIGNALS, FIXED SUBSCRIPTION FEE.) |
4 | FOURTH STREET PERFORMANCE PARTNERS, INC. 211 Garrard Street, Covington, KY, 41011 | $4,512,203,227 | 108 | 14 | A Percentage of AUM, Fixed Fees |
5 | TODD ASSET MANAGEMENT LLC 101 South 5th Street, Suite 3100 Louisville, KY, 40202 | $3,974,646,909 | 108 | 19 | A Percentage of AUM, Fixed Fees |
6 | PNC REAL ESTATE 101 South Fifth Street, 7th Floor Louisville, KY, 40202 | $2,877,572,823 | 63 | 176 | Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.) |
7 | MIDDLEGROUND CAPITAL 1500 Aristides Blvd., Lexington, KY, 40511 | $2,858,053,570 | 14 | 82 | A Percentage of AUM, Performance Based |
8 | MCF ADVISORS, LLC 50 E. Rivercenter Blvd.,, Suite 300 Covington, KY, 41011 | $2,325,163,035 | 4178 | 35 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | RENAISSANCE INVESTMENT MANAGEMENT 50 E. Rivercenter Blvd., Suite 1200 Covington, KY, 41011 | $2,154,710,841 | 1099 | 17 | A Percentage of AUM |
10 | MERIDIAN WEALTH MANAGEMENT, LLC 100 W Main Street, Suite 450 Lexington, KY, 40507 | $2,065,789,407 | 5930 | 37 | A Percentage of AUM, Hourly charges, Fixed Fees |
11 | CULLINAN ASSOCIATES, INC. 295 N. Hubbards Lane, Suite 203 Louisville, KY, 40207 | $1,857,130,925 | 942 | 17 | A Percentage of AUM, Fixed Fees |
12 | STEGNER INVESTMENT ASSOCIATES INC 233 Breckenridge Lane, Louisville, KY, 40207 | $1,728,294,955 | 730 | 10 | A Percentage of AUM, Fixed Fees |
13 | KPP ADVISORY SERVICES LLC 9300 Shelbyville Rd., Suite 1310 Louisville, KY, 40222 | $1,476,243,973 | 2744 | 31 | A Percentage of AUM, Hourly charges, Fixed Fees |
14 | E. S. BARR & COMPANY 1999 Richmond Road, Suite 1b Lexington, KY, 40502 | $1,408,973,691 | 848 | 6 | A Percentage of AUM, Performance Based |
15 | KEYSTONE FINANCIAL GROUP, LLC 527 Wellington Way, Ste 225, Lexington, KY, 40503 | $1,243,093,426 | 5191 | 39 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 119300
Assets Under Management $14,542,535,000
No. Of Clients140
Clients Per Financial Advisor10
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY is a financial advisory firm situated in Louisville, Kentucky. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 134918
Assets Under Management $7,802,138,241
No. Of Clients111
Clients Per Financial Advisor2
RIVER ROAD ASSET MANAGEMENT, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 151916
Assets Under Management $4,569,619,524
No. Of Clients15255
Clients Per Financial Advisor90
ARGI INVESTMENT SERVICES, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15255 clients. The team consists of 169 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107339
Assets Under Management $4,512,203,227
No. Of Clients108
Clients Per Financial Advisor8
FOURTH STREET PERFORMANCE PARTNERS, INC. is a financial advisory firm situated in Covington, Kentucky. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109473
Assets Under Management $3,974,646,909
No. Of Clients108
Clients Per Financial Advisor6
TODD ASSET MANAGEMENT LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172753
Assets Under Management $2,877,572,823
No. Of Clients63
Clients Per Financial Advisor0
PNC REAL ESTATE is a financial advisory firm situated in Louisville, Kentucky. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 176 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297235
Assets Under Management $2,858,053,570
No. Of Clients14
Clients Per Financial Advisor0
MIDDLEGROUND CAPITAL is a financial advisory firm situated in Lexington, Kentucky. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 82 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 130372
Assets Under Management $2,325,163,035
No. Of Clients4178
Clients Per Financial Advisor119
MCF ADVISORS, LLC is a financial advisory firm situated in Covington, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4178 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105916
Assets Under Management $2,154,710,841
No. Of Clients1099
Clients Per Financial Advisor65
RENAISSANCE INVESTMENT MANAGEMENT is a financial advisory firm situated in Covington, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1099 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 151523
Assets Under Management $2,065,789,407
No. Of Clients5930
Clients Per Financial Advisor160
MERIDIAN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5930 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108340
Assets Under Management $1,857,130,925
No. Of Clients942
Clients Per Financial Advisor55
CULLINAN ASSOCIATES, INC. is a financial advisory firm situated in Louisville, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 942 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107480
Assets Under Management $1,728,294,955
No. Of Clients730
Clients Per Financial Advisor73
STEGNER INVESTMENT ASSOCIATES INC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 730 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289507
Assets Under Management $1,476,243,973
No. Of Clients2744
Clients Per Financial Advisor89
KPP ADVISORY SERVICES LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2744 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107447
Assets Under Management $1,408,973,691
No. Of Clients848
Clients Per Financial Advisor141
E. S. BARR & COMPANY is a financial advisory firm situated in Lexington, Kentucky. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 848 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 170201
Assets Under Management $1,243,093,426
No. Of Clients5191
Clients Per Financial Advisor133
KEYSTONE FINANCIAL GROUP, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5191 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.