Browse all Large-firm advisors in Kentucky

Every advisor below is licensed to work with clients in Kentucky. Narrow by specialty to find someone who focuses on your situation.

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	2,603
Tax-loss harvesting	1,834
Retired	1,756
Wealth management	1,750
Executive	1,392
Active portfolio management	1,326
Charitable giving & philanthropy	1,264
Retirement income strategy	869
General retirement planning	758
Retirement plans for business owners (SEP, solo 401k)	728
ESG / Sustainable investing	430
Approaching retirement	422
College savings (529s, UTMA, etc.)	407
Income planning	401
Passive / index investing	389
Business exit / sale strategy	321
Cash flow / budgeting	316
General estate planning guidance	314
Self-Employed	296
Annuities	264
Social Security optimization	264
Multi-generational wealth transfer	241
Mid-Career Professionals	230
Private / alternative investments	219
HENRY (High Earners, Not Rich Yet)	217
Retirement withdrawal strategies	208
Business succession planning	125
Long-term care insurance	108
Business ownership considerations	96
Options & derivatives strategies	77
Divorce financial planning	62
Financial Professional	58
Parents	52
Concentrated stock management	43
Attorney	36
Real estate investing	35
Women Professionals	35
Divorced	28
Liquidity event planning	28
Married/Couples/Partners	26
Established Professionals	23
Planning for children with special needs	20
Equity Recipients (RS/RSU, SOP, ESPP)	19
Values-based investing	18
Educators, Teachers, and Academics	16
Debt management	12
Life insurance needs analysis	11
Doctor or Medical Professional	9
Military & Veterans	9
Family Business	7
Business Financial Management	6

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