Browse all advisors in Kentucky

Every advisor below is licensed to work with clients in Kentucky. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

Find Kentucky advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
3,274
Wealth management
2,260
Tax-loss harvesting
2,091
Retired
2,063
Executive
1,695
Active portfolio management
1,572
Charitable giving & philanthropy
1,410
Retirement income strategy
1,183
Retirement plans for business owners (SEP, solo 401k)
1,083
General retirement planning
1,032
Income planning
594
College savings (529s, UTMA, etc.)
588
ESG / Sustainable investing
538
Private / alternative investments
524
Approaching retirement
451
Cash flow / budgeting
451
Passive / index investing
445
Annuities
435
Options & derivatives strategies
433
Business exit / sale strategy
396
General estate planning guidance
391
Self-Employed
325
Social Security optimization
302
Mid-Career Professionals
265
Retirement withdrawal strategies
265
HENRY (High Earners, Not Rich Yet)
247
Multi-generational wealth transfer
245
Concentrated stock management
211
Equity compensation tax strategy
205
Business succession planning
192
Long-term care insurance
157
Business ownership considerations
150
Real estate investing
109
General tax planning
105
Divorce financial planning
81
Financial Professional
63
Parents
55
Women Professionals
41
Attorney
39
Charitable giving tax strategies
38
Married/Couples/Partners
37
Established Professionals
34
Values-based investing
34
Debt management
30
Planning for children with special needs
30
Doctor or Medical Professional
29
Liquidity event planning
29
Divorced
28
Life insurance needs analysis
28
Equity Recipients (RS/RSU, SOP, ESPP)
26
Medicare planning
25
Educators, Teachers, and Academics
22
Tax strategies for small businesses
21
Consultant
18
Factor investing / smart beta
18
Professional Athlete
17
Religious/faith focused
14
Roth conversion strategy
12
Stock option exercise strategy
12
Family Business
11
Disability insurance
10
Young Families
10
Military & Veterans
9
Young Professionals
8
Business Financial Management
7
Intergenerational Families
6
LGBTQIA
6
Engineering Professional
4
Business sale tax planning
3
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