Top 10 advisors in Louisville
We’ve curated a list of the best financial advisors in Louisville, take a look at it below
Find an advisor in Louisville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,802,138,241 | 50 advisors | ||
| 2 | $3,974,646,909 | 19 advisors | ||
| 3 | $2,877,572,823 | 176 advisors | ||
| 4 | $1,857,130,925 | 17 advisors | ||
| 5 | $1,432,162,005 | 31 advisors | ||
| 6 | $995,788,000 | 14 advisors | ||
| 7 | $975,984,469 | 7 advisors | ||
| 8 | $856,233,204 | 5 advisors | ||
| 9 | $627,838,627 | 76 advisors | ||
| 10 | $478,489,311 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Louisville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Louisville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. River Road Asset Management, LLC
Assets under management
$7,802,138,241
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
River Road Asset Management Llc Is A Model Portfolio Provider.
2. Todd Asset Management LLC
Assets under management
$3,974,646,909
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Provide And Update Model Portfolio To Clients Under Agreement
3. Pnc Real Estate
Assets under management
$2,877,572,823
Fee structure
BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Cullinan Associates, Inc.
Assets under management
$1,857,130,925
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Kpp Advisory Services LLC
Assets under management
$1,432,162,005
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
6. Taylor Advisors, Inc., A Hub International Company
Assets under management
$995,788,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Consulting For Institutional Clients
- Not sure which one to choose?Use our smart matching tool
7. Parthenon LLC
Assets under management
$975,984,469
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Portfolio Management For A Limited Partnership
8. Harvey Investment Company, LLC
Assets under management
$856,233,204
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Strategic Wealth Investment Group, LLC
Assets under management
$627,838,627
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Regent Investment Management LLC
Assets under management
$478,489,311
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.