Pillar Financial Advisors, LLC is a reputable investment advisory firm headquartered in Louisville, KY. With a team of five dedicated professionals, including three experienced investment advisors, they provide comprehensive financial guidance to their clients. Pillar Financial Advisors manages an average of $117,480,000 in assets under management per investment advisor, in line with industry standards. The firm employs a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With over 120 individual clients, Pillar Financial Advisors oversees a substantial portfolio totaling more than $229,092,000 in assets under management. Their expertise primarily caters to high net worth individuals, although they also possess the capacity to handle employer funds. Pillar Financial Advisors operates two offices, serving clients locally and beyond. As a testament to their dedication and expertise, the firm boasts a team of seasoned advisors, including Tom Walsh, Ben Allison, and Gregory Curry, who have played pivotal roles in the company's success over the years. As a fully discretionary asset manager, Pillar Financial Advisors assumes complete responsibility for investment decisions. While their core focus is managing personal wealth, they also have limited involvement with 401(k) and individual accounts, comprising less than 30% of their overall assets under management. Pillar Financial Advisors, LLC stands as a reliable partner for individuals seeking expert financial advice and prudent wealth management strategies.

Retirement Planning Solutions, LLC is a local investment advisory firm based in Louisville, KY, with three offices. With a vast clientele of over 1,460 individuals, they manage an impressive portfolio totaling over $194,822,000 in assets under management. Demonstrating their expertise, approximately half of these assets originate from employer 401K plans or individual investors. As a trusted retirement planning partner, Retirement Planning Solutions, LLC operates under a discretionary management approach, assuming full responsibility for investment decisions on behalf of their clients. Their compensation structure is flexible, incorporating various types, including a percentage of assets under management, hourly charges, and fixed fees. Comprising a dedicated team of nine professionals, all of whom specialize in investment advisory services, Retirement Planning Solutions, LLC ensures that clients receive personalized attention and comprehensive financial strategies. Each investment advisor manages an average of approximately $21,650,000 in assets, reflecting their commitment to delivering tailored solutions to meet individual retirement goals. The firm boasts a group of highly experienced advisors, with notable names such as Rodney Brooks, Marc Noonan, and John Hutchins among their longest-tenured professionals. Their collective knowledge and longevity within the firm further enhance Retirement Planning Solutions, LLC's reputation as a reliable and established player in the retirement planning space. With their unwavering focus on helping clients navigate their retirement journeys, Retirement Planning Solutions, LLC stands ready to provide sound advice and comprehensive solutions to ensure financial security and peace of mind during the golden years.

Reliant Wealth Planning, LLC is a reputable investment advisory firm headquartered in Louisville, KY. With two offices, the company boasts a team of 15 dedicated professionals, three of whom specialize in providing top-notch investment advisory services. Demonstrating their expertise, each investment advisor manages an impressive average of $134,780,000 in assets under management, surpassing the industry average. Reliant Wealth Planning, LLC adopts a comprehensive compensation structure, offering various options such as a percentage of assets under management, fixed fees, and commissions. Notably, nearly half of their assets under management originate from employer 401Ks and individuals, reflecting their substantial experience in this area. What sets them apart is that all the assets they manage are discretionary, enabling them to make informed decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing a majority of their assets. In addition to their investment advisory services, Reliant Wealth Planning, LLC serves as a registered representative of a broker-dealer and an insurance broker or agent. Their commitment to excellence is evident in their extensive client base, comprising over 1,060 individual clients, with a remarkable $404,336,000 in assets under management. Reliant Wealth Planning, LLC takes pride in its team of highly tenured advisors, including Shannon Brown, Shaun Chelf, and Laura Clark. Their collective expertise and commitment to client satisfaction have earned the firm a stellar reputation in the industry. As a trusted partner in financial planning and investment management, Reliant Wealth Planning, LLC continues to provide exceptional services to clients in Louisville, KY, and beyond.

Alexander Investment Services Co. is a renowned investment advisory firm located in Louisville, KY. With two offices and a team of 13 dedicated professionals, Alexander Investment Services Co. offers a wide range of investment advisory services to individuals and organizations. The firm's experienced advisors, including Thomas Clark, Ancil Collett, and Drew Adams, provide personalized financial guidance tailored to each client's unique goals and risk tolerance. With an average of $94,120,000 in assets under management per investment advisor, Alexander Investment Services Co. demonstrates a solid track record in managing client portfolios. They offer a variety of compensation structures, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. With over 990 individual clients and a staggering $512,777,000 in assets under management, Alexander Investment Services Co. has established a strong presence in the investment advisory industry. While their focus lies primarily on investment advisory services, they also serve as an insurance broker or agent, providing comprehensive financial solutions to their clientele. Although 401K and individual accounts make up less than 30% of their assets under management, Alexander Investment Services Co. possesses the expertise and capacity to manage employer funds as well. Moreover, the firm exercises discretionary control over 2% of the assets they manage, further showcasing their ability to make informed investment decisions on behalf of their clients. Alexander Investment Services Co. prides itself on its local roots and commitment to the Louisville community. With a team of seasoned professionals and a comprehensive range of services, they continue to be a trusted partner for individuals and organizations seeking expert investment advice.

Magnate Advisory Services, LLC is a reputable investment advisory firm based out of Louisville, KY, boasting three well-established offices. With a dedicated team of eight experienced professionals, they specialize in providing top-notch investment advisory services to a diverse clientele. Each investment advisor at Magnate Advisory Services, LLC manages an impressive average of approximately $20,950,000 in assets under management. The firm's compensation structure is designed to offer flexibility and cater to various client needs. Their advisors receive compensation through different methods, such as a percentage of assets under management, hourly charges, and fixed fees. Their expertise lies particularly in managing employer 401Ks and individual portfolios, accounting for around half of their total assets under management. This substantial experience in the field has earned them a solid reputation. Magnate Advisory Services, LLC is entrusted with managing a substantial portfolio of assets, with over $167,624,000 under their watchful guidance. Impressively, a staggering 95% of these assets are managed on a discretionary basis, allowing clients to benefit from the firm's expertise and proactive decision-making. The firm takes pride in serving a large client base, boasting over 1,670 individual clients who have chosen Magnate Advisory Services, LLC to safeguard their investments. The firm's success is attributed to its exceptional team, including the longest-tenured advisors: Thomas Hagedorn, Valerie Downs, and Michael Brooks. With their commitment to providing comprehensive investment advisory services and their outstanding track record, Magnate Advisory Services, LLC continues to establish itself as a trusted partner for individuals and businesses seeking to grow and protect their wealth.

Centerline Wealth Advisors, LLC, based out of Louisville, KY, is a small investment advisory firm with a strong focus on managing assets for high-net-worth individuals. With over 170 individual clients and more than $207,813,000 in assets under management, Centerline Wealth Advisors excels in providing comprehensive financial planning and investment management services. Although 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise and capability to manage employer funds. A notable feature is that 99% of the assets they manage are discretionary, allowing the firm to make investment decisions on behalf of their clients. Centerline Wealth Advisors offers a diverse compensation structure, which includes various types such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility enables clients to choose a payment method that aligns with their specific needs and preferences. With a team of seven dedicated employees, four of whom provide investment advisory services, Centerline Wealth Advisors ensures personalized attention and expert guidance for each client. On average, each investment advisor at the firm manages approximately $51,950,000 in assets, which is in line with the industry average. The firm takes pride in its experienced team, with several long-tenured advisors, including Benjamin Ahmetagic, Andrew Arnold, and Matthew Hunt. Their extensive knowledge and expertise contribute to the firm's success in providing tailored financial solutions to their clients. Overall, Centerline Wealth Advisors, LLC stands out as a trusted partner in wealth management, offering personalized services, a range of compensation options, and a strong track record of effectively managing assets for high-net-worth individuals in the Louisville, KY area.

KPP Advisory Services LLC is a highly regarded investment advisory firm headquartered in Louisville, KY, with a strong presence across 13 offices. Committed to delivering exceptional financial solutions, KPP Advisory Services boasts a team of 31 dedicated professionals, of which 23 specialize in providing expert investment advisory services. With an average of approximately $64,180,000 in assets under management per investment advisor, KPP Advisory Services aligns well with the industry average. Distinguished by their extensive experience and comprehensive compensation structure, KPP Advisory Services caters to a diverse clientele. Their compensation methods include a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible and customized options for their clients. Notably, the firm excels in managing employer 401Ks and individual assets, which constitute roughly half of their impressive assets under management. KPP Advisory Services LLC prides itself on its discretionary management approach, with a staggering 97% of the assets they oversee falling under this category. In addition to their investment advisory services, the firm also serves as a registered representative of a broker-dealer, insurance broker, or agent, further expanding their range of services. With a vast client base exceeding 2,040 individuals and over $1,476,244,000 in assets under management, KPP Advisory Services has established a solid reputation within the industry. The firm's success is bolstered by the expertise and tenure of key advisors such as Dennis Dixon, Thomas Wright, and David Bugg, who contribute their extensive knowledge and insights to the firm's exceptional service offerings.

Family Wealth Planning Partners is a small investment advisory firm based out of Louisville, KY. With a single office, the firm is dedicated to providing comprehensive investment advisory services to their clients. They have a team of four experienced professionals who specialize in wealth management and financial planning. With an average of $35,580,000 in assets under management per investment advisor, Family Wealth Planning Partners demonstrates their expertise in managing substantial portfolios. They offer a variety of compensation structures, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with their clients' needs. Family Wealth Planning Partners has established a strong foothold in the retirement planning market, as approximately half of their assets under management are from employer 401Ks and individual retirement accounts. This experience in retirement planning has enabled them to develop effective strategies to help their clients achieve their long-term financial goals. Furthermore, 87% of the assets they manage are under discretionary management, indicating the trust and confidence clients place in their expertise. In addition to their investment advisory services, Family Wealth Planning Partners serves as a registered representative of a broker-dealer, providing a comprehensive range of financial services. The firm boasts an extensive client base, serving over 300 individuals with assets under management totaling more than $142,330,000. The longevity of their advisors is a testament to their commitment to client satisfaction, with advisors like Aaron Mcandrew, Christopher Vaughn, and Brian Ramsey being among the firm's longest-tenured professionals. Family Wealth Planning Partners is dedicated to providing personalized, strategic financial guidance to help their clients preserve and grow their wealth.

Strategic Wealth Investment Group, LLC is a well-established regional investment advisory firm headquartered in Louisville, KY. With over 5,390 individual clients and a remarkable $627,839,000 in assets under management, the company has earned a reputable position in the financial industry. Operating from 15 offices across the region, Strategic Wealth Investment Group offers comprehensive investment advisory services to a diverse range of clients. A significant portion of the firm's assets under management, approximately half, is derived from employer 401Ks and individual investors. This demonstrates their extensive experience and expertise in managing retirement plans and providing personalized financial solutions. Moreover, Strategic Wealth Investment Group exclusively operates on a discretionary basis, ensuring their clients' portfolios are managed with utmost care and precision. The company's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, allowing flexibility to cater to different client needs. With a team of 76 dedicated professionals, including 27 investment advisors, Strategic Wealth Investment Group provides personalized attention to each client. On average, each investment advisor oversees approximately $23,250,000 in assets under management. Strategic Wealth Investment Group boasts a roster of highly experienced advisors, with notable individuals such as Jason Vander Pol, Joshua Smith, and Matthew Dicken contributing their expertise and knowledge to the firm's success. Their long tenures at the company exemplify the commitment and trust clients have placed in Strategic Wealth Investment Group's services. As a leading investment advisory firm in the region, Strategic Wealth Investment Group, LLC continues to deliver outstanding financial guidance and strategic wealth management solutions to their discerning clientele.

J. Hagan Capital, Inc. is a small investment advisory firm based out of Louisville, KY, specializing in personalized financial solutions. With a team of five dedicated professionals, including three investment advisors, they provide comprehensive wealth management services to a diverse clientele. Leveraging their expertise, they manage an average of $81,340,000 in assets per investment advisor, which aligns with the industry standard. Their compensation structure reflects their commitment to transparency and client satisfaction. J. Hagan Capital, Inc. offers various options, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the arrangement that best suits their needs. With over 430 individual clients and more than $176,227,000 in assets under management, J. Hagan Capital, Inc. has established a solid reputation within the financial industry. Notably, they excel in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. Their expertise in this space is highly regarded, attracting clients seeking reliable and knowledgeable advisors. Furthermore, J. Hagan Capital, Inc. demonstrates a high level of discretion in managing their clients' assets, with 90% of the assets they oversee being discretionary. This approach allows them to make informed investment decisions and tailor strategies to each client's unique financial goals. Operating from two offices, J. Hagan Capital, Inc. benefits from the experience and expertise of their longest-tenured advisors, including Marion Doucet, Jonathan Hicks, and Mathew Koole. Their commitment to exceptional client service and comprehensive financial guidance sets them apart in the competitive investment advisory landscape.

Owen Larue Financial Group is a small investment advisory firm based out of Elizabethtown, KY, with one office. With a team of four dedicated professionals, including three experienced investment advisors, they offer comprehensive investment advisory services. With an average of $78,200,000 in assets under management per investment advisor, they maintain industry-average levels of assets. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. The firm excels in managing assets from employer 401Ks and individuals, accounting for roughly half of their assets under management. Their expertise in this area has garnered a solid reputation. Notably, 81% of the assets they manage are discretionary, demonstrating their clients' trust in their investment decisions. In addition to their investment advisory services, Owen Larue Financial Group also serves as an insurance broker or agent, providing a comprehensive suite of financial solutions to meet their clients' diverse needs. With a robust client base of over 420 individuals, Owen Larue Financial Group manages a substantial portfolio valued at more than $234,591,000. The firm boasts a team of seasoned advisors, including Kyle Souleyrette, James Owen, and Robert Larue, who bring years of experience to the table. As a trusted partner in financial planning and wealth management, Owen Larue Financial Group is committed to helping their clients achieve their long-term financial goals with personalized strategies and exceptional service.