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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 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.
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Top 15 Retirement Planning firms in Louisville, Kentucky (Ranked by AUM)
| 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 | 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 |
| 5 | 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.) |
| 6 | CULLINAN ASSOCIATES, INC. 295 N. Hubbards Lane, Suite 203 Louisville, KY, 40207 | $1,857,130,925 | 942 | 17 | A Percentage of AUM, Fixed Fees |
| 7 | STEGNER INVESTMENT ASSOCIATES INC 233 Breckenridge Lane, Louisville, KY, 40207 | $1,728,294,955 | 730 | 10 | A Percentage of AUM, Fixed Fees |
| 8 | 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 |
| 9 | BARLOW WEALTH PARTNERS, LLC 3700 Brownsboro Road, Louisville, KY, 40207 | $890,183,536 | 1075 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | HARVEY INVESTMENT COMPANY, LLC 297 North Hubbards Lane, Suite 102 Louisville, KY, 40207 | $869,090,420 | 265 | 5 | A Percentage of AUM, Fixed Fees |
| 11 | PARTHENON LLC 435 N. Whittington Parkway, Suite 180 Louisville, KY, 40222 | $859,633,434 | 438 | 7 | A Percentage of AUM, Performance Based |
| 12 | RAMSEY QUANTITATIVE SYSTEMS, INC. 1515 Ormsby Station Court, Louisville, KY, 40223 | $838,880,760 | 63 | 22 | A Percentage of AUM, Performance Based |
| 13 | PRIVATE CLIENT SERVICES, LLC 2225 Lexington Road, Louisville, KY, 40206 | $663,057,627 | 2669 | 60 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | FIRST KENTUCKY SECURITIES CORP 4360 Brownsboro Road, Suite 300 Louisville, KY, 40207 | $641,112,265 | 2848 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 15 | STRATEGIC WEALTH INVESTMENT GROUP, LLC 500 N. Hurstbourne Parkway, Suite 120 Louisville, KY, 40222 | $627,838,627 | 5393 | 76 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Louisville, Kentucky
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.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
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.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
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.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (PORTFOLIO SIGNALS
- FIXED SUBSCRIPTION FEE.)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
- Educational Seminars/ Workshops
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.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
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.
Fee Structure
- Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)
Financial Planning Services
- Portfolio Management for pooled Investment
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.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
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.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
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.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 325308
Assets Under Management $890,183,536
No. Of Clients1075
Clients Per Financial Advisor215
BARLOW WEALTH PARTNERS, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $890M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1075 clients. The team consists of 5 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 110482
Assets Under Management $869,090,420
No. Of Clients265
Clients Per Financial Advisor53
HARVEY INVESTMENT COMPANY, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $869M assets under management, the firm specializes in crafting personalized retirement planning solutions for 265 clients. The team consists of 5 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
- Portfolio Management for Business
QualificationsFirm CRD# 107794
Assets Under Management $859,633,434
No. Of Clients438
Clients Per Financial Advisor63
PARTHENON LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $860M assets under management, the firm specializes in crafting personalized retirement planning solutions for 438 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
- Portfolio Management for Business
QualificationsFirm CRD# 175257
Assets Under Management $838,880,760
No. Of Clients63
Clients Per Financial Advisor3
RAMSEY QUANTITATIVE SYSTEMS, INC. is a financial advisory firm situated in Louisville, Kentucky. With a nearly $839M assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 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
- Selection of Other Advisors
QualificationsFirm CRD# 120222
Assets Under Management $663,057,627
No. Of Clients2669
Clients Per Financial Advisor44
PRIVATE CLIENT SERVICES, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $663M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2669 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 7524
Assets Under Management $641,112,265
No. Of Clients2848
Clients Per Financial Advisor114
FIRST KENTUCKY SECURITIES CORP 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 2848 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Security Rating
QualificationsFirm CRD# 165474
Assets Under Management $627,838,627
No. Of Clients5393
Clients Per Financial Advisor71
STRATEGIC WEALTH INVESTMENT GROUP, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $628M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5393 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
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