BLVD PRIVATE WEALTH, LLC is a small investment advisory firm headquartered in Prospect, KY, with one office. With a total of four dedicated professionals, three of whom specialize in providing investment advisory services, BLVD Private Wealth offers comprehensive financial solutions to individuals and organizations alike. Their team of experienced advisors includes Margaret Pape, Timothy Logsdon, and Chris Brady, who have been with the firm for a considerable length of time, contributing to its stability and expertise. With an average of $92,630,000 in assets under management per investment advisor, BLVD Private Wealth's performance aligns with the industry average. The firm's compensation structure is diverse, including various types such as a percentage of assets under management. Currently, BLVD Private Wealth manages over $113,874,000 in assets, serving more than 70 individual clients. While 401(k) and individual accounts make up less than 30% of their assets under management, the firm possesses the necessary capabilities to oversee employer funds as well. Notably, all of the assets they manage are discretionary, highlighting their clients' trust and confidence in their expertise. With a focus on delivering personalized financial strategies, BLVD Private Wealth, LLC is committed to helping clients achieve their investment goals and navigate the complexities of the financial market. Through their tailored services and experienced team, they strive to provide comprehensive wealth management solutions to their valued clientele.

Guidance Capital, Inc. is a reputable investment advisory firm based out of Louisville, KY, boasting an impressive roster of over 410 individual clients and managing assets worth over $250,647,000. With its main office located in the heart of Louisville, Guidance Capital offers personalized investment strategies tailored to the unique financial goals and needs of their clients. A standout feature of Guidance Capital is their extensive experience in managing employer 401Ks and individual assets, which make up approximately half of their assets under management. This expertise has solidified their position as a trusted partner for both businesses and individuals seeking professional financial guidance. With a commitment to providing comprehensive and personalized solutions, Guidance Capital offers a range of compensation structures to suit their clients' preferences. These include a percentage of assets under management, hourly charges, and fixed fees. Guidance Capital takes pride in its team of 9 dedicated employees, 5 of whom specialize in providing investment advisory services. Each investment advisor manages an average of approximately $50,130,000 in assets, aligning with the industry average. The firm's success can be attributed, in part, to the experience and expertise of some of its longest-tenured advisors, such as Greg Ludwig, Stephen Gibson, and Nicholas Whitmer. Overall, Guidance Capital, Inc. stands as a reliable and experienced local investment advisory firm in Louisville, KY, committed to helping clients navigate the complexities of financial management and achieve their long-term financial goals.

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.

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.

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.

Wealthmd Corporation, a reputable investment advisory firm based out of Louisville, KY, boasts an impressive track record and a strong presence in the financial industry. With over 820 individual clients and assets under management exceeding $160,200,000, Wealthmd Corporation has established itself as a trusted partner for individuals and employer 401Ks alike. With their expertise in managing discretionary assets, Wealthmd Corporation has proven their ability to navigate the complexities of investment management successfully. Their commitment to delivering exceptional service is evident in their compensation structure, which includes various types of fees, such as a percentage of assets under management. The firm's team consists of three dedicated professionals, with one investment advisor responsible for guiding clients towards their financial goals. With an average of $160,200,000 in assets under management per investment advisor, Wealthmd Corporation surpasses the industry average, showcasing their ability to handle substantial portfolios with finesse. Philip Sallee, one of the firm's longest-tenured registered advisors, has been an integral part of Wealthmd Corporation since 2006. With his wealth of experience and expertise, Philip adds immense value to the company and solidifies their reputation as a trusted financial partner. As Wealthmd Corporation continues to grow and expand their reach, they remain committed to providing personalized, tailored solutions that align with their clients' unique financial objectives. With a dedication to excellence and a client-centric approach, Wealthmd Corporation sets itself apart as a premier investment advisory firm in the industry.

Argi Investment Services, LLC is a reputable regional investment advisory firm headquartered in Louisville, KY. With a strong presence across 9 offices, they provide comprehensive investment advisory services to a diverse client base. The firm boasts a dedicated team of 169 employees, with 102 professionals specializing in investment advisory services. Argi Investment Services, LLC manages an average of approximately $44,800,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees. While less than 30% of their assets under management are attributed to 401K and individual accounts, they possess the expertise to effectively manage employer funds. Notably, Argi Investment Services, LLC operates exclusively on a discretionary basis, granting them full authority to make investment decisions on behalf of their clients. Their impressive client portfolio includes over 2,830 individual clients, collectively entrusting the firm with assets totaling more than $4,569,620,000. The firm takes pride in its experienced team, featuring several long-tenured advisors who have played instrumental roles in its success. Among them are Daniel Cupkovic, Joseph Surrell, and Jeremy Davis. Their extensive knowledge and expertise contribute to Argi Investment Services, LLC's ability to deliver exceptional investment advisory services to their discerning clientele.

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.

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.

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.