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.

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.

Oxinas Partners Wealth Management, a leading local investment advisory firm based out of Jeffersonville, IN, is dedicated to helping clients achieve their financial goals. With over 600 individual clients and an impressive $235,149,000 in assets under management, they have established themselves as trusted experts in the industry. With four offices strategically located, Oxinas Partners Wealth Management is easily accessible to their clients. They specialize in providing comprehensive investment advisory services, including insurance brokerage and agent services. Their expertise in managing employer 401Ks and individual assets is evident, as approximately half of their assets under management originate from these sources. A notable aspect of Oxinas Partners Wealth Management is their discretionary management approach, with a remarkable 97% of the assets they manage falling under this category. This enables them to make informed investment decisions on behalf of their clients, ensuring their portfolios align with their financial objectives. The firm's compensation structure is flexible and caters to diverse client needs. It includes various options such as a percentage of assets under management, fixed fees, and hourly charges. This allows clients to choose a payment arrangement that best suits their preferences. Employing a team of 11 professionals, with eight dedicated to investment advisory services, Oxinas Partners Wealth Management boasts an impressive average of $29,390,000 in assets under management per investment advisor. The firm's long-standing success is bolstered by the expertise and experience of advisors like Matthew Wagner, Gary Bouch, and Brian Coxon, who have been instrumental in serving their clients over the years. Overall, Oxinas Partners Wealth Management stands out as a reliable partner for individuals seeking expert guidance and personalized wealth management solutions in the Jeffersonville, IN area.

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.

First Kentucky Securities Corp is a prominent local investment advisory firm headquartered in Louisville, KY. With two offices, the company boasts a team of 25 dedicated professionals, of which 21 specialize in providing comprehensive investment advisory services. Backed by their expertise, the firm manages an impressive average of approximately $30,530,000 in assets per investment advisor. First Kentucky Securities Corp offers a diverse compensation structure, accommodating various client needs. Their options include a percentage of assets under management, hourly charges, fixed fees, and commissions. While employer-sponsored 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capacity to effectively manage these funds. Notably, an impressive 62% of the assets they oversee are discretionary, showcasing their expertise in navigating investment decisions. Catering primarily to high-net-worth individuals, First Kentucky Securities Corp is entrusted with a substantial portion of their clients' assets. The firm's exceptional services extend beyond investment advisory, as they also operate as insurance brokers or agents and registered municipal advisors. Boasting an extensive client base, First Kentucky Securities Corp serves over 1,720 individual clients, skillfully managing assets totaling over $641,112,000. The firm's success is fortified by its team of experienced advisors, including notable professionals such as Michael Horlander, William Fenwick, and Karen Fenwick, who have established long-standing tenures within the organization. With a track record of delivering reliable and tailored investment guidance, First Kentucky Securities Corp remains a trusted and sought-after partner for individuals and institutions seeking expert financial advice and asset management.

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.

Sortino Advisory Partners, LLC is a small investment advisory firm based out of Louisville, KY, with two dedicated employees offering expert investment advisory services. With an average of $72,570,000 in assets under management per investment advisor, they maintain an industry-average performance. Their compensation structure is diverse, incorporating various types such as a percentage of assets under management and fixed fees. Impressively, Sortino Advisory Partners, LLC boasts over 90 individual clients, with a remarkable total of $181,406,000 in assets under management. The majority of these assets are managed on behalf of high net worth individuals, highlighting the firm's specialization in catering to affluent clientele. While 401K and individual accounts constitute less than 30% of their managed assets, the firm possesses the capacity to oversee employer funds if necessary. An impressive 98% of the assets under their management fall under the discretionary category. With a sole office location, Sortino Advisory Partners, LLC is deeply rooted in the Louisville, KY community. Two of the firm's longest tenured registered advisors, Daniel Hutcherson and Stephen Heitz, bring extensive experience and expertise to their role within the company. Their commitment to delivering comprehensive investment advisory services sets the firm apart, ensuring that clients receive tailored and personalized solutions to meet their financial goals.

Stegner Investment Associates Inc, based out of Louisville, KY, is a small investment advisory firm with a team of 10 dedicated professionals. Four of these professionals specialize in providing comprehensive investment advisory services to their clients. With an average of approximately $40,190,000 in assets under management per investment advisor, they strive to deliver personalized financial solutions tailored to their clients' specific needs. Stegner Investment Associates Inc manages a substantial portfolio, overseeing more than $1,728,295,000 in assets for over 90 individual clients. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility in their client relationships. With 81% of the assets they manage being discretionary, Stegner Investment Associates Inc has established a reputation for its expertise in making informed investment decisions on behalf of their clients. Their primary goal is to achieve long-term financial growth and stability while minimizing risk. Within the firm, several advisors boast extensive industry experience, exemplifying their commitment to providing seasoned guidance. Notable among them are Brandon Dant, Ruth Trautwein, and Elizabeth Peabody, who have contributed significantly to the firm's success and client satisfaction. Stegner Investment Associates Inc operates from a single office location in Louisville, KY, leveraging their local expertise to serve a diverse range of clients. With their unwavering dedication to their clients' financial well-being, the firm has earned a trusted reputation within the investment advisory sector.

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.

Access Wealth Management, Inc. is a small investment advisory firm based out of Louisville, KY. With a single office, they serve a diverse clientele of high net worth individuals, managing over $249,552,000 in assets. The firm's team consists of six dedicated professionals, including Caitlin Rose, Brad Hellman, and Anthony Christensen, who have been with the company for many years. Access Wealth Management, Inc. excels in providing comprehensive investment advisory services. Their skilled team, with four investment advisors, offers personalized financial solutions tailored to each client's unique needs. Their compensation structure includes a percentage of assets under management, ensuring alignment with clients' financial goals. While 401(k) and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capabilities to effectively manage employer funds. They also have a discretionary management approach, as 91% of the assets they oversee are handled on behalf of their clients. With an average of approximately $62,390,000 in assets under management per investment advisor, Access Wealth Management, Inc. maintains an industry-average performance. Their focus on providing exceptional service has earned them a loyal client base, boasting over 60 individual clients who entrust the firm with their financial futures. Access Wealth Management, Inc. prides itself on its commitment to delivering expert guidance and helping clients navigate the complex world of investments. With a dedicated team and a client-centered approach, they are well-positioned to continue delivering value and fostering long-term financial success for their clients.

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.