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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 - May 15, 2025Louisville 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
VERIFIEDChris 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDReliant 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Louisville, Kentucky (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 | A percentage of AUM, Fixed fees |
| 2 | 462 South Fourth Street, Suite 2000 Louisville, KY, 40202-3466 | $7,678,048,654 | 93 | 44 | A percentage of AUM, Performance Based |
| 3 | 101 South 5th Street, Suite 3100 Louisville, KY, 40202 | $4,469,969,570 | 105 | 19 | A percentage of AUM, Fixed fees |
| 4 | 101 South Fifth Street, 7th Floor Louisville, KY, 40202 | $3,257,395,486 | 67 | 180 | Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.) |
| 5 | 233 Breckenridge Lane, Louisville, KY, 40207 | $2,119,435,054 | 744 | 11 | A percentage of AUM, Fixed fees |
| 6 | 295 N. Hubbards Lane, Suite 203 Louisville, KY, 40207 | $1,854,292,560 | 943 | 18 | A percentage of AUM, Fixed fees |
| 7 | 3700 Brownsboro Road, Louisville, KY, 40207 | $1,215,744,287 | 1404 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 435 N. Whittington Parkway, Suite 180 Louisville, KY, 40222 | $1,120,457,850 | 470 | 7 | A percentage of AUM, Performance Based |
| 9 | 297 North Hubbards Lane, Suite 102 Louisville, KY, 40207 | $913,288,498 | 264 | 4 | A percentage of AUM, Fixed fees |
| 10 | 500 N. Hurstbourne Parkway, Suite 120 Louisville, KY, 40222 | $900,767,493 | 22963 | 76 | A percentage of AUM, Hourly charges |
| 11 | 9300 Shelbyville Rd., Suite 1310 Louisville, KY, 40222 | $874,251,636 | 3405 | 33 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 2225 Lexington Road, Louisville, KY, 40206 | $845,810,789 | 2890 | 60 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 1515 Ormsby Station Court, Louisville, KY, 40223 | $836,579,864 | 53 | 22 | A percentage of AUM, Performance Based |
| 14 | 4360 Brownsboro Road, Suite 300 Louisville, KY, 40207 | $678,564,542 | 1757 | 20 | 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 | $641,355,878 | 1242 | 13 | 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)
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.)
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)
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
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
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
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
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)
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
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
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
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
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)
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Covington, Kentucky
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- Retirement Planners in Lexington, Kentucky
- Retirement Planners in Louisville, Kentucky
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Looking for more choices? Use our free match service to compare retirement planners serving your area.