HNW client percentage for Independent firms serving clients in Kentucky

Independent firms active in Kentucky 78 firms

Very Low 0%-0%

Low 0%-9%

Typical 9%-18%

High 18%-31%

Very High 31%-68%

5th 20th 40th 60th 80th 95th

Median: 14%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Arven Wealth Management LLC	—	—	—	—
BBFN Wealth Management LLC	—	—	—	—
Bloom Financial LLC	—	—	—	—
Griggs Capital LLC	—	—	—	—
Key Financial Advisors LLC	—	—	—	—
Lightpath Wealth & Tax Advisors	—	—	—	—
Market Cycle Investments LLC	—	—	—	—
Saecula Wealth LLC	—	—	—	—
Tenet Portfolio Management	—	—	—	—
Wrightpoint Wealth	—	—	—	—
Your Best Move Inc	—	—	—	—
Appalaches Capital, LLC	Low 0%	—	1	$960K
Balanced Life Planning	Very High 67%	2	3	$3.3M
Dollars & Sense Financial Fitness	Very High 50%	2	4	$200K
Kinson Wealth Group LLC	Low 0%	—	4	$190K
Remington Wealth Management LLC	Very High 75%	3	4	$3.9M
Trust Alliance Wealth Partners LLC	Low 0%	—	5	$1.4M
BRK Wealth Management LLC	Low 0%	—	7	$900K
Knight of California LLC	Very High 86%	6	7	$1.3M
Trimingham Financial	Low 0%	—	7	$240K
Best Investment Options, LLC	Low 0%	—	8	$150K
Hannegan Wealth Management, LLC	Low 0%	—	8	$220K
Lively Financial LLC	Low 0%	—	8	$180K
Cloyd Capital	Low 0%	—	9	$39K
Avant-Garde Wealth	Low 0%	—	12	$270K
Blue Castle Wealth	Low 0%	—	13	$1.1M
Lifetime Wealth Design LLC	Low 8%	1	13	$250K
Kwma	Typical 14%	2	14	$180K
Mckinney Capital Management, LLC	High 27%	4	15	$560K
Fortress Financial Partners	Low 0%	—	16	$440K
Four Quarters Capital	Low 0%	—	16	$180K
Lemley Yarling Management Co	High 24%	4	17	$710K
Carriage House Planning LLC	Low 0%	—	18	$1.2M
Springhouse Financial, LLC	High 19%	4	21	$810K
Burl Investment Management, LLC	Very High 61%	14	23	$1.4M
Profolio Investments, Inc.	Low 0%	—	25	$720K
Horizon Wealth Management, LLC	Low 0%	—	26	—
Fenwick Financial	Low 0%	—	28	$54K
Inspire Private Wealth Management	High 21%	6	28	$820K
Clark Financial Planning	Very High 94%	30	32	$0
WH Wealth Management LLC	Typical 12%	4	34	$240K
JLA Capital, LLC	Very High 36%	13	36	$1.6M
Assetguard Financial Services Inc	Low 0%	—	37	$26K
Sapphire Fiduciary Advisors, LLC	High 27%	10	37	$700K
Essa Financial LLC	Very High 58%	22	38	$0
Lach Financial	Typical 13%	5	39	$710K
Donald Felty, LLC	Low 8%	3	40	$270K
Living Room Wealth Management	Very High 52%	22	42	$1.6M
Vermillion Private Wealth	Typical 14%	6	42	$320K
Corley Capital LLC	Low 0%	—	44	$450K
Greenwell Capital Management, LLC	High 25%	11	44	$300K
Dunphy Wealth Management, Inc.	Very High 49%	20	46	$300K
E2 Financial Services, LLC	Low 0%	—	46	$180K
Prosper Financial	Very High 73%	35	48	$2M
Geiser Wealth Planning, LLC	High 20%	10	49	$500K
Moneywise, Inc.	Very High 35%	17	49	$820K
Trella Wealth	Typical 16%	8	49	$390K
Crimson Oak Wealth Management, LLC	High 28%	14	50	$780K
Arena Wealth Advisors LLC	High 25%	13	51	$950K
Clear Trace, LLC	High 24%	12	51	$430K
Taylor Financial Management, LLC	Very High 43%	22	51	$1.1M
Breidenbach Capital Consulting, LLC	High 25%	13	52	$540K
Jacobs Wealth Management, LLC	Low 2%	1	53	$190K
Asset Management Corporation	Low 0%	—	54	$2M
New Millennium Asset Management, Inc.	Very High 32%	19	59	$560K
Pomeroy Financial Planning, LLC.	Low 0%	—	59	—
T.K.M. Financial Services, LLC	Low 0%	—	62	$460K
Keepsake Management Inc.	Typical 17%	11	63	$380K
Fire Wealth Management, LLC	High 29%	19	65	$750K
Schmerge Executive Planning Services, Inc.	High 22%	14	65	$640K
Context Financial LLC	Low 3%	2	67	$310K
Lake Jericho, LLC	High 29%	21	73	$430K
Ten Talents Asset Management	High 18%	14	76	$460K
Bluegrass Financial Planning, LLC	High 18%	14	77	$790K
Plentiful Wealth, LLC	High 18%	14	79	$560K
Warren Wealth Management & Tax Planning Inc.	Low 8%	6	80	$390K
Pivot Point Wealth Planning	Low 7%	6	83	$310K
Pulse Wealth	Typical 17%	14	84	$600K
Marshall Wealth Management, LLC	Typical 10%	9	90	$68K
Lanier Asset Management, LLC	Very High 53%	51	96	$1.3M
Highland Capital Advisors, LLC	Typical 9%	9	105	$230K
Isgrig Capital Asset Management, LLC	Very High 45%	56	124	$0
Beacon Asset Management	Typical 9%	12	129	$250K
Aydt Investment Management, Inc.	Low 8%	11	130	$360K
Wyoming Wealth Management, LLC	Typical 17%	23	138	$300K
Huffman Wealth Management	Typical 11%	21	199	$430K
Schmidt Wealth Management, L.L.C.	Typical 11%	26	235	$260K
Investment Answers	Typical 9%	22	251	$200K
Thompson Investment Advisors	Low 4%	10	259	$220K

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support