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

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Clients per advisor for Independent firms serving clients in Kentucky