Ways to browse advisors serving Kentucky

Pick a specialty or descriptor to browse more advisors serving Kentucky.

By how they work

Type	Advisors
Large-firm	4,993
Flat-fee	2,948
Seasoned	2,080
Independent	1,441
CFP®-certified	925

By who they serve

Type	Advisors
High-net-worth	530
Baby Boomer	40
Millennial	6
Gen X	4

Browse by city

Find advisors near a specific metro area in Kentucky.

City	Advisors
Louisville, KY	1,528
Mount Sterling, KY	743
Lexington, KY	716
Richmond, KY	689
Frankfort, KY	607
Middlesborough, KY	527
Henderson, KY	371
Owensboro, KY	213
Campbellsville, KY	185
Franklin, KY	168
Ashland, KY	134
Bowling Green, KY	124
Mayfield, KY	119
Paducah, KY	107
Elizabethtown, KY	80
Danville, KY	52
Berea, KY	48
Murray, KY	47
Glasgow, KY	25
Madisonville, KY	24
Somerset, KY	23
Corbin, KY	20
Pikeville, KY	17

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,996
Wealth management	2,275
Retired	1,914
Executive	1,712
Tax-loss harvesting	1,601
Active portfolio management	1,577
Charitable giving & philanthropy	1,407
Retirement income strategy	1,208
General retirement planning	1,049
Retirement plans for business owners (SEP, solo 401k)	843
Income planning	596
ESG / Sustainable investing	540
College savings (529s, UTMA, etc.)	535
Private / alternative investments	529
Passive / index investing	513
Cash flow / budgeting	451
Approaching retirement	447
Annuities	437
Options & derivatives strategies	430
General estate planning guidance	396
Business exit / sale strategy	395
Self-Employed	324
Social Security optimization	296
Retirement withdrawal strategies	295
Mid-Career Professionals	265
HENRY (High Earners, Not Rich Yet)	245
Multi-generational wealth transfer	244
Concentrated stock management	213
Equity compensation tax strategy	205
Business succession planning	193
Long-term care insurance	157
Business ownership considerations	147
Real estate investing	111
General tax planning	105
Divorce financial planning	82
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	31
Planning for children with special needs	30
Liquidity event planning	29
Divorced	28
Life insurance needs analysis	28
Doctor or Medical Professional	27
Equity Recipients (RS/RSU, SOP, ESPP)	27
Medicare planning	25
Tax strategies for small businesses	25
Educators, Teachers, and Academics	22
Consultant	18
Professional Athlete	17
Factor investing / smart beta	14
Religious/faith focused	14
Family Business	12
Roth conversion strategy	12
Stock option exercise strategy	12
Disability insurance	10
Military & Veterans	10
Young Families	9
Young Professionals	9
Business Financial Management	8
Intergenerational Families	7
LGBTQIA	6
Engineering Professional	4
Business sale tax planning	3

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