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Best Investment Firms in Kentucky

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Firms or Advisors

Verified

Assets (AUM)
0B
20B+
Years of Experience
0
20+
Location
State
Datalign Advisory CRD: 317004 Verified
NATIONWIDE
Datalign Advisory is a platform that connects people with pre-screened financial advisors in 3 minutes. All advisors are fiduciaries, meaning they put your needs and financial goals first.
  • Connect with an advisor based on your preferences and financial profile
  • Nationwide coverage, with-in person and remote advisory available
  • Both asset-based and fee-based advisors available
  • All advisors registered with the SEC
Match
10 Firms Found
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80/20 WEALTH MANAGEMENT, LLC CRD: 294738
CRESTWOOD, KY
Client Count and Type
100%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ACCESS WEALTH MANAGEMENT, INC. CRD: 281616
LOUISVILLE, KY
Client Count and Type
53%General Clients
47%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
5.83M
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ACCREDITED WEALTH MANAGEMENT LLC CRD: 170261
LOUISVILLE, KY
Client Count and Type
75%General Clients
25%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ACUITY WEALTH MANAGEMENT ADVISORS CRD: 231788
LEXINGTON, KY
Client Count and Type
67%General Clients
23%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
9%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ADVANTAGE INVESTMENT MANAGEMENT CRD: 146493
LOUISVILLE, KY
Client Count and Type
91%General Clients
8%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ALEXANDER INVESTMENT SERVICES CO. CRD: 1037
LOUISVILLE, KY
Client Count and Type
90%General Clients
4%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
6%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ALPHA FINANCIAL PARTNERS LLC CRD: 306639
LEXINGTON, KY
Client Count and Type
64%General Clients
25%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
12%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ALPHAMARK ADVISORS, LLC CRD: 109366
FT. WRIGHT, KY
Client Count and Type
73%General Clients
24%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
3%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
935.57K
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ALTUS WEALTH MANAGEMENT, LLC CRD: 153650
FT. MITCHELL, KY
Client Count and Type
56%General Clients
43%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ARGI INVESTMENT SERVICES, LLC CRD: 151916
LOUISVILLE, KY
Client Count and Type
62%General Clients
33%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
5%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
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