Clients per advisor for Independent firms in Kentucky

In Kentucky, independent financial advisors tend to serve a notably higher number of clients compared to the national median for this firm category. With 85 independent firms operating in the state, the median clients per advisor is 48, nearly double the national median of 26. This suggests that Kentucky’s independent advisors may be balancing personalized service with a larger client base, potentially reflecting a more established market or a different approach to scaling their practices. Clients seeking advisors here might find a blend of relationship-driven service and efficiency, as many advisors manage client loads that approach the point where additional support or firm affiliation becomes beneficial.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Appalaches Capital, LLC	Very Low 1	1	1	1
Balanced Life Planning	Very Low 3	3	1	1
Kinson Wealth Group LLC	Very Low 4	4	1	1
Dollars & Sense Financial Fitness	Very Low 4	4	1	1
Remington Wealth Management LLC	Very Low 4	4	1	1
Trust Alliance Wealth Partners LLC	Very Low 5	5	1	1
BRK Wealth Management LLC	Very Low 7	7	1	1
Trimingham Financial	Very Low 7	7	1	1
Knight of California LLC	Very Low 7	7	1	1
Best Investment Options, LLC	Very Low 8	8	1	1
Lively Financial LLC	Very Low 8	8	1	1
Hannegan Wealth Management, LLC	Very Low 8	8	1	1
Cloyd Capital	Very Low 9	9	1	1
Avant-Garde Wealth	Low 12	12	1	1
Blue Castle Wealth	Low 13	13	1	1
Lifetime Wealth Design LLC	Low 13	13	1	1
Kwma	Low 14	14	1	1
Mckinney Capital Management, LLC	Low 15	15	1	1
Lemley Yarling Management Co	Low 15	15	1	1
Four Quarters Capital	Low 16	16	1	1
Fortress Financial Partners	Low 16	16	1	1
Carriage House Planning LLC	Low 18	18	1	1
Springhouse Financial, LLC	Typical 21	21	1	1
Burl Investment Management, LLC	Typical 23	23	1	1
Profolio Investments, Inc.	Typical 25	25	1	1
Horizon Wealth Management, LLC	Typical 26	26	1	1
Inspire Private Wealth Management	Typical 28	28	1	1
Fenwick Financial	Typical 28	28	1	1
Clark Financial Planning	Typical 32	32	1	1
WH Wealth Management LLC	Typical 34	34	1	1
JLA Capital, LLC	High 36	36	1	1
Sapphire Fiduciary Advisors, LLC	High 37	37	1	1
Assetguard Financial Services Inc	High 37	37	1	1
Essa Financial LLC	High 38	38	1	1
Lach Financial	High 39	39	1	1
Donald Felty, LLC	High 40	40	1	2
Living Room Wealth Management	High 42	42	1	1
Vermillion Private Wealth	High 42	42	1	1
Greenwell Capital Management, LLC	High 44	44	1	1
Corley Capital LLC	High 44	44	1	1
Dunphy Wealth Management, Inc.	High 45	45	1	2
E2 Financial Services, LLC	High 46	46	1	1
Prosper Financial	High 48	48	1	1
Geiser Wealth Planning, LLC	High 49	49	1	1
Trella Wealth	High 49	49	1	1
Moneywise, Inc.	High 49	49	1	1
Crimson Oak Wealth Management, LLC	High 50	50	1	1
Taylor Financial Management, LLC	High 51	51	1	1
Clear Trace, LLC	High 51	51	1	1
Arena Wealth Advisors LLC	High 51	51	1	1
Breidenbach Capital Consulting, LLC	High 52	52	1	1
Jacobs Wealth Management, LLC	High 53	53	1	1
Asset Management Corporation	High 54	54	1	2
New Millennium Asset Management, Inc.	High 59	59	1	2
Pomeroy Financial Planning, LLC.	High 59	59	1	1
T.K.M. Financial Services, LLC	High 62	62	1	1
Keepsake Management Inc.	High 63	63	1	1
Schmerge Executive Planning Services, Inc.	High 65	65	1	1
Fire Wealth Management, LLC	High 65	65	1	1
Context Financial LLC	Very High 67	67	1	2
Lake Jericho, LLC	Very High 73	73	1	1
Granada Wealth Management, LLC	Very High 76	76	1	1
Ten Talents Asset Management	Very High 76	76	1	1
Bluegrass Financial Planning, LLC	Very High 77	77	1	1
Plentiful Wealth, LLC	Very High 79	79	1	2
Warren Wealth Management & Tax Planning Inc.	Very High 80	80	1	1
Pivot Point Wealth Planning	Very High 83	83	1	2
Pulse Wealth	Very High 84	84	1	1
Marshall Wealth Management, LLC	Very High 90	90	1	1
Coordinated Wealth Management, L.L.C.	Very High 95	95	1	2
Lanier Asset Management, LLC	Very High 96	96	1	2
Highland Capital Advisors, LLC	Very High 105	105	1	1
Isgrig Capital Asset Management, LLC	Very High 124	124	1	1
Beacon Asset Management	Very High 129	129	1	2
Aydt Investment Management, Inc.	Very High 130	130	1	2
Wyoming Wealth Management, LLC	Very High 138	138	1	1
Richwood Investment Advisors, LLC	Very High 156	156	1	1
Queen City Capital Management, LLC	Very High 173	173	1	2
Huffman Wealth Management	Very High 199	199	1	2
Lane Family Wealth Management	Very High 202	202	1	2
Schmidt Wealth Management, L.L.C.	Very High 235	235	1	1
Investment Answers	Very High 251	251	1	2
Thompson Investment Advisors	Very High 259	259	1	1
Bell City Wealth, Inc.	Very High 337	337	1	2
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in Kentucky