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Find Retirement Advisors for Retirement Planning in Louisville, Kentucky

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 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 registration checks. 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.

Finding the Best Retirement Planners in Louisville, Kentucky

Last Updated - April 25, 2025

Louisville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 40 non-vetted advisors in your local area. These retirement advisors in Louisville, Kentucky have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Louisville, Kentucky

advisor
vector.svg VERIFIED

Chris Risher
Revolutionary Financial Group

Qualifications
CRD# 4325125
Firm CRD# 282580
Series 63, 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Reliant Wealth Planning
CFP®, CRPS®, MSFS, RICP®, AEP®

Qualifications
Firm CRD# 286230

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, 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, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Louisville, Kentucky (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

700 North Hurstbourne Pkwy, Suite 110
Louisville, KY, 40222
$16,780,521,00014714
A percentage of AUM, Fixed fees
2

462 South Fourth Street, Suite 2000
Louisville, KY, 40202-3466
$7,678,048,6549344
A percentage of AUM, Performance Based
3

101 South 5th Street, Suite 3100
Louisville, KY, 40202
$4,469,969,57010519
A percentage of AUM, Fixed fees
4

101 South Fifth Street, 7th Floor
Louisville, KY, 40202
$3,257,395,48667180
Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)
5

233 Breckenridge Lane,
Louisville, KY, 40207
$2,119,435,05474411
A percentage of AUM, Fixed fees
6

295 N. Hubbards Lane, Suite 203
Louisville, KY, 40207
$1,854,292,56094318
A percentage of AUM, Fixed fees
7

3700 Brownsboro Road,
Louisville, KY, 40207
$1,215,744,28714046
A percentage of AUM, Hourly charges, Fixed fees
8

435 N. Whittington Parkway, Suite 180
Louisville, KY, 40222
$1,120,457,8504707
A percentage of AUM, Performance Based
9

297 North Hubbards Lane, Suite 102
Louisville, KY, 40207
$913,288,4982644
A percentage of AUM, Fixed fees
10

500 N. Hurstbourne Parkway, Suite 120
Louisville, KY, 40222
$900,767,4932296376
A percentage of AUM, Hourly charges
11

9300 Shelbyville Rd., Suite 1310
Louisville, KY, 40222
$874,251,636340533
A percentage of AUM, Hourly charges, Fixed fees
12

2225 Lexington Road,
Louisville, KY, 40206
$845,810,789289060
A percentage of AUM, Hourly charges, Fixed fees
13

1515 Ormsby Station Court,
Louisville, KY, 40223
$836,579,8645322
A percentage of AUM, Performance Based
14

4360 Brownsboro Road, Suite 300
Louisville, KY, 40207
$678,564,542175720
A percentage of AUM, Hourly charges, Fixed fees, Other (COMMISSIONS FOR FIXED INCOME PRINCIPAL TRANSACTIONS)
15

909 Lily Creek Road #101,
Louisville, KY, 40243-2808
$641,355,878124213
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Louisville, Kentucky

QualificationsFirm CRD# 119300

Assets Under Management $16,780,521,000

No. Of Clients147

Clients Per Financial Advisor11

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY is a financial advisory firm situated in Louisville, Kentucky. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Other (INVESTMENT CONSULTING FOR INSTITUTIONAL CLIENTS)
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QualificationsFirm CRD# 134918

Assets Under Management $7,678,048,654

No. Of Clients93

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 93 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (RIVER ROAD ASSET MANAGEMENT LLC IS A MODEL PORTFOLIO PROVIDER.)
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QualificationsFirm CRD# 109473

Assets Under Management $4,469,969,570

No. Of Clients105

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 105 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (PROVIDE AND UPDATE MODEL PORTFOLIO TO PLATFORM CLIENTS UNDER AGREEMENT)
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QualificationsFirm CRD# 172753

Assets Under Management $3,257,395,486

No. Of Clients67

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 67 clients. The team consists of 180 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 107480

Assets Under Management $2,119,435,054

No. Of Clients744

Clients Per Financial Advisor68

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 744 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 108340

Assets Under Management $1,854,292,560

No. Of Clients943

Clients Per Financial Advisor52

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 943 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 325308

Assets Under Management $1,215,744,287

No. Of Clients1404

Clients Per Financial Advisor234

BARLOW WEALTH PARTNERS, 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 1404 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 107794

Assets Under Management $1,120,457,850

No. Of Clients470

Clients Per Financial Advisor67

PARTHENON 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 470 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (PORTFOLIO MANAGEMENT FOR A LIMITED PARTNERSHIP)
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QualificationsFirm CRD# 110482

Assets Under Management $913,288,498

No. Of Clients264

Clients Per Financial Advisor66

HARVEY INVESTMENT COMPANY, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $913M assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 165474

Assets Under Management $900,767,493

No. Of Clients22963

Clients Per Financial Advisor302

STRATEGIC WEALTH INVESTMENT GROUP, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $901M assets under management, the firm specializes in crafting personalized retirement planning solutions for 22963 clients. The team consists of 76 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
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QualificationsFirm CRD# 289507

Assets Under Management $874,251,636

No. Of Clients3405

Clients Per Financial Advisor103

KPP ADVISORY SERVICES LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $874M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3405 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
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QualificationsFirm CRD# 120222

Assets Under Management $845,810,789

No. Of Clients2890

Clients Per Financial Advisor48

PRIVATE CLIENT SERVICES, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $846M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2890 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 175257

Assets Under Management $836,579,864

No. Of Clients53

Clients Per Financial Advisor2

RAMSEY QUANTITATIVE SYSTEMS, INC. is a financial advisory firm situated in Louisville, Kentucky. With a nearly $837M assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Other (FAMILY INVESTMENT VEHICLES)
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QualificationsFirm CRD# 7524

Assets Under Management $678,564,542

No. Of Clients1757

Clients Per Financial Advisor88

FIRST KENTUCKY SECURITIES CORP is a financial advisory firm situated in Louisville, Kentucky. With a nearly $679M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1757 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (COMMISSIONS FOR FIXED INCOME PRINCIPAL TRANSACTIONS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Security ratings or pricing services
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QualificationsFirm CRD# 1037

Assets Under Management $641,355,878

No. Of Clients1242

Clients Per Financial Advisor96

ALEXANDER INVESTMENT SERVICES CO. is a financial advisory firm situated in Louisville, Kentucky. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1242 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

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