Ways to browse Large-firm advisors serving Kentucky

Pick a specialty to browse more Large-firm advisors serving Kentucky.

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	2,295
Wealth management	1,792
Retired	1,620
Executive	1,392
Tax-loss harvesting	1,366
Active portfolio management	1,290
Charitable giving & philanthropy	1,263
Retirement income strategy	877
General retirement planning	758
Retirement plans for business owners (SEP, solo 401k)	523
Passive / index investing	454
ESG / Sustainable investing	432
Approaching retirement	421
Income planning	401
College savings (529s, UTMA, etc.)	392
Business exit / sale strategy	320
General estate planning guidance	319
Cash flow / budgeting	316
Self-Employed	295
Annuities	266
Social Security optimization	259
Multi-generational wealth transfer	240
Mid-Career Professionals	230
Retirement withdrawal strategies	228
Private / alternative investments	220
HENRY (High Earners, Not Rich Yet)	215
Business succession planning	126
Long-term care insurance	108
Business ownership considerations	93
Options & derivatives strategies	77
Divorce financial planning	63
Financial Professional	58
Parents	52
Concentrated stock management	44
Attorney	36
Real estate investing	35
Women Professionals	35
Divorced	28
Liquidity event planning	28
Married/Couples/Partners	26
Established Professionals	23
Equity Recipients (RS/RSU, SOP, ESPP)	20
Planning for children with special needs	20
Values-based investing	19
Educators, Teachers, and Academics	16
Debt management	13
Life insurance needs analysis	11
Military & Veterans	10
Doctor or Medical Professional	9
Family Business	8
Business Financial Management	6

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