Alpha Financial Partners LLC, based in Lexington, KY, is a small investment advisory firm catering to a diverse clientele. With one office and a team of six dedicated professionals, they offer comprehensive investment advisory services to individuals and employer 401Ks. The firm's three investment advisors possess extensive expertise in managing assets and provide personalized guidance to their clients. On average, each investment advisor at Alpha Financial Partners oversees approximately $85,700,000 in assets under management, a figure that aligns with industry standards. Their compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions. The firm excels in managing employer 401Ks and individual assets, which collectively account for half of their total assets under management. Impressively, 90% of the assets they oversee are discretionary, highlighting their clients' confidence in their investment strategies. Alpha Financial Partners boasts an extensive client base, serving over 280 individual clients and managing more than $257,111,000 in assets. The firm's success can be attributed, in part, to their experienced advisors, with Marc Cobane, Aaron Ammerman, and Gregory Turcotte standing as some of the longest tenured professionals at the firm. As a trusted investment advisory firm, Alpha Financial Partners LLC focuses on providing exceptional service, tailored guidance, and sound financial advice to help their clients achieve their investment goals and secure their financial future.

Altus Wealth Management, LLC, a small investment advisory firm based out of Ft. Mitchell, KY, operates with expertise and dedication. With a single office, the firm boasts a team of three highly skilled employees, all committed to providing exceptional investment advisory services. Altus Wealth Management, LLC manages an impressive average of $87,240,000 in assets per investment advisor, aligning with the industry's average standards. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency. While less than 30% of their assets under management are attributed to 401K and individual accounts, Altus Wealth Management, LLC possesses the capability to effectively manage employer funds. Notably, they exercise full discretion over 100% of the assets they handle. Primarily catering to high net worth individuals, the firm diligently oversees the assets of over 100 individual clients, amounting to an impressive $261,722,000 under management. Altus Wealth Management, LLC prides itself on the tenure and expertise of its advisors. Long-standing professionals such as William Doepker, Andrew Hermes, and Steven O'Connor have played pivotal roles in the firm's success, offering clients valuable insights and guidance. With a strong track record and unwavering commitment to their clients, Altus Wealth Management, LLC sets itself apart as a reliable and capable investment advisory firm. Their client-focused approach and emphasis on delivering superior service make them an ideal choice for individuals seeking professional and trustworthy wealth management solutions.

E. S. Barr & Company is a highly regarded investment advisory firm based out of Lexington, KY. With a team of six dedicated professionals, they offer comprehensive financial services to a diverse client base. Four of their experienced advisors specialize in providing investment advisory services, ensuring personalized attention and expertise to each client. With an average of $59,410,000 in assets under management per investment advisor, E. S. Barr & Company maintains an industry-average standing. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with client success. E. S. Barr & Company prides itself on managing a significant portfolio, with over $1,408,974,000 in assets under management for more than 130 individual clients. While the majority of these assets are entrusted by high net worth individuals, the firm also possesses the capacity to effectively manage employer funds, although 401K and individual accounts represent less than 30% of their assets. As a small investment advisory firm, E. S. Barr & Company operates from a single office in Lexington, KY. The firm boasts an impressive roster of experienced advisors, including Edward Barr, Angela Thomas, and John Maddox, who have demonstrated remarkable tenure with the company. With a commitment to discretion and a focus on achieving financial goals, E. S. Barr & Company is a trusted partner for individuals seeking expert investment advice and comprehensive financial planning in the Lexington area and beyond.

The Gleason Group, Inc., a local investment advisory firm based out of Prospect, KY, is renowned for its expertise in financial management and investment strategies. With a team of nine dedicated professionals, including five experienced investment advisors, the firm offers comprehensive advisory services to a diverse client base. The Gleason Group manages a substantial portfolio of assets, averaging approximately $88,170,000 per investment advisor, which is on par with industry standards. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. Catering primarily to high net worth individuals, The Gleason Group boasts an impressive clientele of over 150 individual investors, entrusting them with assets totaling more than $615,815,000. While a small portion of their managed assets comes from 401K and individual accounts, the firm possesses the capability to handle employer funds. As a testament to their expertise and client satisfaction, 97% of the assets they manage are discretionary. In addition to their investment advisory services, The Gleason Group also provides insurance brokerage services, further enhancing their clients' financial security. The firm's reputation is strengthened by the presence of seasoned advisors like Lindsay Manietta, Andrea Gleason, and Ava Nivens, who have contributed significantly to the firm's success. With one office location, The Gleason Group continues to deliver exceptional financial guidance, personalized service, and tailored solutions to their valued clients.

Keystone Financial Group, LLC is a prominent regional investment advisory firm located in Lexington, KY. With 39 highly skilled professionals, including 28 dedicated to providing exceptional investment advisory services, Keystone Financial Group is committed to assisting clients in achieving their financial goals. Drawing on their extensive experience, the firm manages a substantial average of $83,220,000 in assets per investment advisor, aligning closely with industry standards. With a diverse compensation structure, Keystone Financial Group offers various types of remuneration, including a percentage of assets under management. This approach ensures a strong incentive for advisors to deliver optimal results for their clients. The firm boasts an impressive roster of over 4,990 individual clients, whose combined assets under management exceed $1,243,093,000. A notable aspect of Keystone Financial Group's expertise lies in managing assets originating from employer 401Ks and individual sources, which comprise approximately half of their total assets under management. Their demonstrated success and experience in this realm have solidified their position as industry leaders. In addition to their investment advisory services, Keystone Financial Group operates as a registered representative of a broker-dealer and serves as an insurance broker or agent. This comprehensive approach allows clients to access a wide range of financial solutions under one roof. With nine office locations, Keystone Financial Group ensures convenient accessibility for their clientele throughout the region. The firm takes pride in its longstanding team of advisors, including Tobin Jenkins, James Morrison, and Adam Richardson, who possess extensive knowledge and expertise. Keystone Financial Group, LLC is dedicated to delivering exceptional financial guidance and investment management solutions, firmly establishing them as a trusted partner for clients seeking comprehensive wealth management services in the Lexington, KY area.

PARAGON PRIVATE WEALTH MANAGEMENT LLC, based in Lexington, Kentucky, is a distinguished investment advisory firm providing tailored financial solutions. With a team of four professionals, two of whom specialize in investment advisory services, the firm offers personalized attention and expertise to their clients. With an impressive average of approximately $261,690,000 in assets under management per investment advisor, PARAGON PRIVATE WEALTH MANAGEMENT LLC exceeds the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring transparency and alignment with their clients' interests. Catering primarily to high net worth individuals, PARAGON PRIVATE WEALTH MANAGEMENT LLC manages a substantial amount of assets for this clientele. While 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. As a discretionary asset manager, PARAGON PRIVATE WEALTH MANAGEMENT LLC assumes full responsibility for 100% of the assets entrusted to their care. With over 60 individual clients and an impressive $184,758,000 in assets under management, the firm's client base reflects their commitment to delivering exceptional results and building enduring relationships. PARAGON PRIVATE WEALTH MANAGEMENT LLC operates from a single office, ensuring a focused and client-centric approach. Catherine Salsman and Emily Johns, as two of the longest-tenured registered advisors, exemplify the firm's commitment to expertise and client satisfaction. With a dedication to providing comprehensive financial guidance, PARAGON PRIVATE WEALTH MANAGEMENT LLC aims to help clients achieve their financial goals and secure their long-term financial well-being. Through a combination of strategic planning, portfolio management, and personalized service, the firm positions itself as a trusted partner in navigating the complexities of the investment landscape.

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.

Van Leeuwen Retirement & Investment Services, based out of Richmond, KY, is a small investment advisory firm specializing in retirement planning and investment management. With three dedicated employees, including two experienced investment advisors, the firm offers comprehensive financial services to individuals and employer-sponsored 401K plans. Van Leeuwen Retirement & Investment Services prides itself on its strong track record, managing a total of $302,105,000 in assets under management for over 430 individual clients. Their expertise in the employer 401K space is particularly noteworthy, as approximately half of their assets under management come from these plans and individual investors. This extensive experience enables them to provide tailored solutions and guidance to clients seeking to maximize their retirement savings. The compensation structure at Van Leeuwen Retirement & Investment Services is flexible and transparent, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures that clients have a clear understanding of the costs associated with the services they receive. With an average of $98,500,000 in assets under management per investment advisor, Van Leeuwen Retirement & Investment Services is in line with industry standards. Their commitment to discretionary management allows them to make informed investment decisions on behalf of their clients, leveraging their expertise to navigate the ever-changing financial landscape. Led by Kristoffer Arnold and Mark Vanleeuwen, two of the firm's longest-tenured registered advisors, Van Leeuwen Retirement & Investment Services is dedicated to providing personalized financial strategies tailored to each client's unique circumstances. Their professionalism, expertise, and commitment to client satisfaction have earned them a strong reputation within the industry and among their loyal client base.

Saling Wealth Advisors, based out of Louisville, KY, is a local investment advisory firm committed to helping clients achieve their financial goals. With 11 dedicated employees, including 8 experienced investment advisors, they provide comprehensive wealth management services. Leveraging their expertise, Saling Wealth Advisors manages an impressive average of $42,000,000 in assets under management per investment advisor. Their compensation structure is designed to align with clients' needs and preferences, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. With over 120 individual clients, Saling Wealth Advisors oversees a substantial portfolio totaling more than $362,720,000 in assets under management. Catering primarily to high-net-worth individuals, Saling Wealth Advisors prides itself on delivering personalized financial solutions tailored to each client's unique circumstances. While their expertise lies in managing discretionary assets, they also possess the capability to handle employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Established in Louisville, KY, Saling Wealth Advisors operates from a single office, providing localized service and building strong relationships within the community. The firm boasts a team of seasoned professionals, including Jeffrey Gough, James Saling, and Jason Stuber, who bring extensive experience and deep industry knowledge to their client engagements. With a commitment to excellence and a focus on delivering exceptional results, Saling Wealth Advisors is dedicated to helping individuals navigate the complexities of wealth management and secure their financial futures.

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.

Winebrenner Capital Management LLC is a reputable investment advisory firm based out of Louisville, KY. With over 290 individual clients and more than $191,528,000 in assets under management, they have established a strong presence in the financial industry. The firm operates a single office and specializes in managing employer 401Ks and individual investments, which make up approximately half of their assets under management. Their expertise in this space is well-regarded. As a fully discretionary asset manager, Winebrenner Capital Management LLC holds complete authority over the assets they manage. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. With a total of 10 employees, including four dedicated investment advisors, they maintain a robust team to cater to their clients' needs. On average, each investment advisor at Winebrenner Capital Management LLC oversees approximately $47,880,000 in assets under management. This figure aligns with the industry average, reflecting the firm's competence in handling substantial portfolios. Notably, the company boasts a group of seasoned advisors, such as Wesley Crowdis, Rebekah Ellis, and Earl Winebrenner, who have demonstrated long-standing dedication and expertise within the organization. Winebrenner Capital Management LLC is committed to providing personalized investment advice and delivering optimal financial outcomes for their diverse clientele. With a strong track record and a focus on client satisfaction, they continue to thrive as a trusted partner in wealth management.