This article showcases our top picks for the best Kentucky based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Kentucky Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Commonwealth Bank & Trust Company
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Commonwealth Bank & Trust Company is a locally-owned, private bank that provides personal and business banking products and services.
CVNB
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CVNB is a financial service company that is committed to personal banking, wealth management and commercial banking services.
LexInvest Wealth Advisors
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LexInvest Wealth Advisors offers brokerage and investment advisory services to individuals and institutions.
Stock Yards Bank & Trust
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Stock Yards Bank & Trust is a financial institution that offers personal banking, business banking and wealth management services.
BlackSummit Financial Group
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BlackSummit Financial Group is a financial consulting and asset management firm.
Russell Capital Management
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Russell Capital Management is an investment advisory firm that provides wealth management, tax, retirement and financial planning services.
Atlas Brown
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Atlas Brown is a financial organization that provides family wealth management services to its users.
Kentucky Trust Company
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Kentucky Trust Company is a financial firm that provides wealth and retirement solutions.
Waycross Partners
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Waycross Partners is an investment management company that manages equity assets for institutional investors.
E.S. Barr & Company
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E.S. Barr & Company is an investment solutions firm that offers wealth management and capital preservation services.
Barren River Area Development District
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Barren River Area Development District provides services to local units of government and the citizens.
Lanier Asset Management
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Lanier Asset Management specializes in investment advisory, risk management, asset allocation, portfolio management, and estate planning.
First Kentucky Bank
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First Kentucky Bank provides retirement planning, wealth management and financial management services.
MCF Advisors
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MCF Advisors offers wealth management and institutional service & also includes financial, retirement, tax, insurance & consulting services.
Green Street Capital
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Green Street Capital offers good advice on how to approach your tax situation strategically, and offers a unique wealth management approach.
Magnate Wealth Management
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Magnate Wealth Management offers financial planning, retirement strategies, and investment advisory services for individuals and businesses.
The MPM
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The MPM provides insurance and financial services.
Joule Financial
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Joule Financial provides financial, wealth, and investment management services.
Farris Group
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Farris Group is an independent firm providing custom-tailored financial solutions.
The Citizens Bank & Trust Company
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The Citizens Bank & Trust Company is part of the banking industry and provides all banking, loans and credit services to its members.
Kentucky Public Employees Deferred Compensation Authority
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Kentucky Public Employees Deferred Compensation Authority provides retirement planning education services for employees.
United Cumberland Bank
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United Cumberland Bank provides personal, business banking and lending services while also offering online banking services.
Kentucky Planning Partners
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Kentucky Planning Partners is a financial planning and wealth management firm.
Warren Wealth Management & Tax Planning
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Warren Wealth Management & Tax Planning offers financial services such as investment, wealth management, retirement and tax planning.
Mather & Co
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Mather & Co specializes in tax planning and preparation, accounting, audit, business consulting and wealth management services.
Reliant Wealth Planning
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Reliant Wealth Planning specializes in retirement, estate, legacy planning, general cash flow, investment, and risk management services.
Bank of Clarkson
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Bank of Clarkson specializes in personal banking, business, loan information and wealth management services.
Principled Wealth Advisors
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Principled Wealth Advisors is a financial planning and wealth management firm.
AlphaMark Advisors
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AlphaMark Advisors provides investment, wealth management, financial planning, mutual fund and ETF services to clients.
Kentucky Farmers Bank
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Kentucky Farmers Bank is a community bank that provides banking and wealth managment services.
Family Wealth Group
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Family Wealth Group provides wealth management, life insurance, asset protection strategies, IRA legacy and retirement planning services.
Athlete Essentials
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Athlete Essentials provides wealth management, tax planning, and business management services.
Community Trust and Investment Company
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Community Trust and Investment Company offers a variety of investment services.
Globcal International
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International cooperative specializes in human rights, sustainable development, social change, and ecosystem services.
Nancy Barron & Associates
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Nancy Barron & Associates specializes in wealth transfer, retirement rollovers, estate planning, financial management & consulting services.
Signet Federal Credit Union
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Signet Federal Credit Union is a non-profit finance company that offers financial health, wellness and banking services.
Jane Smith & Associates
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Jane Smith & Associates offers financial & investment advice, retirement & estate planning, life insurance and income tax strategies.
Commercial Bank of Grayson
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Commercial Bank of Grayson provides banking services such as finance, security, loans, e-banking, etc.
Wrenne Financial Planning
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Wrenne Financial Planning is a fee-only firm that provides financial planning services for physicians and dentists.
Moneywatch Advisors
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Moneywatch Advisors renders financial planning, taxation, retirement planning, debt reduction, insurance, risk & wealth management services.
Meridian Wealth Management
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Meridian Wealth Management offers portfolio management, retirement plan consulting, insurance planning, and fiduciary advisor services.
Breidenbach Capital Consulting
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Breidenbach Capital Consulting provides investment advisory, wealth management, retirement planning and project consulting services.
James E. Wilson, CPA
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James E. Wilson CPA provides business consulting, accounting, payroll, wealth management, IRS representation, and tax planning services.
Spectrum Financial Alliance, Ltd., L.L.C.
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SFA provides comprehensive financial planning & asset management services for individuals, families, and organizations.
Focus On Success
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Focus on Success is an independent financial advisory firm that offers investment, insurance, and estate planning services.
Creative Asset Solutions
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Creative Asset Solutions provides wealth management, insurance, retirement, legacy and financial planning services.
Accredited Wealth Management
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Accredited Wealth Management offers wealth planning, investment management, financial analysis, debt planning, and risk management services.
Rumls
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Rumls provides estate planning, financial planning, asset protection, business succession, charitable and trust administration services.
JT Davis Asset Management
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JT Davis Asset Management provides retirement planning and financial services.
Moffit & Company
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Moffit & Company offers a broad range of accounting, wealth management and business consulting services to individual and businesses.
Logan Lavelle Hunt
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Logan Lavelle Hunt is an insurance and wealth management company.
VFG Benefit Solutions
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VFG Benefit Solutions offers medical, dental, disability, life, and voluntary benefits for individuals and businesses.
Saling Wealth Advisors
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Saling Wealth Advisors is a full-service wealth advisory firm.
Van Leeuwen Retirement & Investment Services
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Van Leeuwen Retirement & Investment Services provides financial services like investment, personal and corporate retirement planning.
Elder Advisers
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Elder Advisers offers asset protection, financial, and Medicaid planning services along with advice that helps clients reduce stress.
Moneyline Wealth Management
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Moneyline Wealth Management offers financial and wealth management services.
Asamoa & Associates
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Asamoa & Associates provides complete tax, accounting, and wealth management services to help individuals meet their financial goals.
Sortino Advisory Partners
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Sortino Advisory Partners is a financial institution that offers retirement planning, wealth management, and investment strategies services.
Wealth MD
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Wealth MD provides investment planning and retirement management advice for individuals along with wealth support.
Advantage Investment Management
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Advantage Investment Management is a financial advisory firm that provides retirement planning, estate, and investment services.
Wicker Strategic Wealthcare Group
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Wicker Strategic Wealthcare Group is a financial firm that offers taxation, estate planning, wealth planning, & accounting services.
Mcdaniel Wealth Management
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McDaniel Wealth Management focuses on tax and wealth management services.
Caisse d’Economie Desjardins des Travailleurs Unis
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Caisse d’Economie Desjardins des Travailleurs Unis is an insurance based finacial company.
Merit Harbor Advisors
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Merit Harbor Advisors provides insurance and financial solutions.
Wealth Management of Kentucky
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Wealth Management of Kentucky is a financial advising firm that provides investment management and strategic wealth planning services.
Hometown Bank
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Hometown Bank is a financial institution with services in banking, finance, lending, savings, deposits, and cards.
YourWealth Advisory
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YourWealth Advisory renders risk management, investments, savings guidance, retirement planning, and capital preservation services.