HNW client percentage for Supported firms serving clients in Kentucky

Supported firms active in Kentucky 87 firms

Very Low 0%-2%

Low 2%-10%

Typical 10%-22%

High 22%-34%

Very High 34%-72%

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

Median: 14%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Creative Financial Solutions, LLC	—	—	—	—
Money & Clarity	—	—	—	—
Reliable Municipal Advisors, LLC	—	—	—	—
Seterios Wealth Advisors, LLC	Very High 100%	2	2	$1.4M
Mackhouse Capital	Very Low 0%	—	7	$1M
Robert M Walker & Associates	Very Low 0%	—	9	$1.5M
Riverstone Asset Management, LLC	Very High 61%	11	18	$4.9M
Lloyd Financial Group LLC	High 25%	5	20	$990K
KLD Wealth Management	Low 9%	2	23	$370K
Vistafront Partners Inc	Very Low 0%	—	24	$27K
TAVCO Financial Advisory, Inc	Typical 11%	6	53	$200K
Canopus Wealth Management	Typical 12%	5	42	$1.9M
High Knoll Wealth Advisors, LLC	Very Low 0%	—	44	$260K
A.G. Campbell Advisory, LLC	Very High 48%	29	61	$4.7M
Revolution Partners, LLC	Low 9%	7	76	$950K
Journey Financial Management, LLC	High 29%	22	77	$750K
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
MC Financial Services, Inc.	Very Low 0%	—	67	$1M
Meritum Wealth Management LLC	Very Low 0%	—	69	$200K
Soar Financial LLC	Low 3%	3	97	$150K
Illuminate Wealth Management	Very High 49%	36	73	$2.3M
Hinton Financial	Very Low 0%	—	52	—
Dean Dorton Wealth Management, LLC	High 33%	26	79	$1M
Graeter Wealth Advisors, LLC	Very High 35%	30	85	$1.2M
Latitude Investment Group	Very Low 0%	—	87	$73K
Proactive Advisors, LLC	High 31%	21	68	$840K
Frontier Financial Partners, LLC	Typical 18%	27	151	$280K
Equity Advisors of Kentucky Inc	Typical 18%	20	114	$1.2M
Wealth Management of Kentucky, Inc.	High 27%	22	83	$470K
Paragon Private Wealth Management LLC	Very High 51%	85	167	$2.6M
The Prosperity People	High 24%	41	169	$810K
Life Advisors Financial Planning and Wealth Management, LLC	Low 2%	2	88	$170K
BlackSummit Financial Group, Inc.	Very High 42%	19	45	$780K
BLVD Private Wealth, LLC	Very High 34%	46	137	$1.6M
Cambridge Financial Advisors, LLC	High 22%	44	197	$0
Q2 Wealth Management	High 24%	36	151	$820K
Retirement Plan Advisors Ltd	Typical 14%	14	103	$470K
ACCESS Wealth Management, LLC	Very High 74%	116	157	$2.1M
Pillar Financial Advisors, LLC	High 28%	59	210	$1.7M
Townsend Financial Planning	High 24%	38	160	$930K
Outpost Advisors, LLC	Very Low 0%	—	111	$640K
Wallace Hart Capital Management	Very High 39%	89	227	$1.1M
Allstreet Capital LLC	Very High 50%	60	120	$1.8M
Barnes Dennig Private Wealth Management, LLC	Low 3%	6	191	$960K
Centerline Wealth Advisors, LLC	Very High 37%	97	259	$1.2M
Luken Investment Analytics, LLC	High 31%	83	267	$1.1M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Farnsley Advisors	Typical 16%	34	213	$410K
Stewardship Partners Investment Counsel, Inc.	Low 8%	12	142	$490K
Schmitt Wealth Advisers, LLC	Very High 34%	49	144	$940K
Russell Capital Management, LLC	High 24%	69	289	$860K
Principled Wealth Advisors, LLC	Very High 65%	97	150	$1.5M
Wealth Management of the Bluegrass, LLC.	Very High 46%	71	153	$1M
Gold Coast Wealth Management, LLC	Very High 42%	65	154	$2.3M
Leif Clarke Wealth Management, Inc.	Typical 15%	24	164	$370K
Research & Portfolio Management	Typical 21%	54	259	$620K
Whitestone Capital Management LLC	Very Low 0%	—	173	$68K
Almega Wealth Management	Typical 14%	36	261	$450K
Copperwood Financial	Typical 18%	46	262	$450K
Incline Wealth	Typical 14%	27	187	$390K
Strategic Wealth Partners LLC	Very High 100%	212	212	$480K
Shepherd Wealth Management	Typical 10%	43	430	$380K
Triple Crown Wealth Management	Very Low 1%	3	217	$66K
Brookstone Financial	Low 2%	9	458	$210K
Ricketts Financial, LLC	Very High 43%	49	115	$2.7M
Demma-Novak Wealth Management	Very Low 0%	—	235	$0
Eukles Asset Management, LLC	Low 4%	18	470	$700K
Jarvis Global Investments LLC	Very Low 0%	—	354	$180K
R.D. Smothers Wealth Management	Low 5%	13	245	$300K
Rik Saylor Financial, Inc.	High 26%	96	376	$520K
Moneywatch Advisors, Inc.	Very Low 0%	—	384	$860K
Foster Investment Services	Very Low 0%	—	265	$330K
Faith Financial Advisors, Inc.	Low 9%	24	280	$350K
Mercurio Wealth Advisors	Low 3%	15	446	$320K
iTrust Asset Management, LLC	Typical 11%	50	457	$410K
Kellett Wealth Advisors, LLC	Typical 11%	50	465	$680K
Isaacs & Associates, LLC	Low 8%	14	169	$430K
Federal Hill Capital Management	Typical 12%	40	347	$160K
Financial Planning Center, LLP	Very Low 0%	—	354	—
Rivercities Asset Management, LLC	Typical 10%	18	182	$360K
Demeter Tactical Investments Corp.	Low 2%	7	390	$530K
Prosperity Asset Management, LLC	Low 8%	16	195	$290K
Brown Financial Advisors, LLC	Typical 17%	103	613	$530K
Owen LaRue Financial Group	Low 7%	61	840	$430K
Capital Advisory Services, LLC	Very Low 0%	—	439	$210K
Wurz Financial Services, LLC	Low 9%	42	491	$240K
Lockshield Partners, Inc.	Low 5%	60	1,113	$260K
Bullseye Investment Management, LLC	Low 5%	55	1,120	$200K
Investments & Financial Planning, LLC	Low 7%	54	750	$420K
Guidance Capital, Inc.	Typical 14%	106	756	$590K

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