Clients per advisor for Supported firms in Kentucky

In Kentucky, supported financial advisory firms tend to have a notably higher client load per advisor compared to the national median. With 142 firms operating in the state, the median number of clients per advisor is 87, well above the national median of 47 for similar firms. This suggests that Kentucky advisors in supported firms often manage larger client bases, likely reflecting more structured and scalable service models. Clients seeking more personalized attention might find fewer options here, as the higher client counts indicate a focus on efficiency and broader client reach rather than highly individualized service.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Seterios Wealth Advisors, LLC	Very Low 1	2	3	3
Zacks Intelligence LLC	Very Low 1	1	1	7
Mackhouse Capital	Very Low 4	7	2	2
Robert M Walker & Associates	Very Low 4	8	2	2
Riverstone Asset Management, LLC	Very Low 9	18	2	2
Lloyd Financial Group LLC	Very Low 10	20	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
KLD Wealth Management	Very Low 12	23	2	2
Vistafront Partners Inc	Very Low 12	24	2	2
TAVCO Financial Advisory, Inc	Very Low 13	53	4	4
Canopus Wealth Management	Very Low 14	42	3	3
High Knoll Wealth Advisors, LLC	Very Low 15	44	3	3
Principled Wealth Advisors, LLC	Very Low 15	30	2	5
A.G. Campbell Advisory, LLC	Very Low 15	61	4	5
Revolution Partners, LLC	Very Low 19	76	4	6
Journey Financial Management, LLC	Very Low 19	77	4	4
Thomas Story and Son LLC	Low 20	39	2	2
Cedar Wealth Management	Low 21	64	3	4
MC Financial Services, Inc.	Low 22	67	3	5
Meritum Wealth Management LLC	Low 23	69	3	3
Soar Financial LLC	Very Low 24	97	4	5
Illuminate Wealth Management	Low 24	73	3	6
Hinton Financial	Low 26	52	2	3
Dean Dorton Wealth Management, LLC	Low 26	79	3	3
Graeter Wealth Advisors, LLC	Low 28	85	3	3
Latitude Investment Group	Low 29	87	3	3
ProActive Advisors, LLC	Low 34	68	2	4
Campion Asset Management, LLC	Low 35	106	3	3
Evergreen Wealth Advisors	Low 36	142	4	18
Rebellion Research	Low 38	75	2	4
Frontier Financial Partners, LLC	Low 38	151	4	5
Equity Advisors of Kentucky Inc	Low 38	114	3	3
Datalign	Low 38	38	1	20
Generations Wealth, LLC	Typical 40	79	2	10
Monterey Wealth	Typical 40	121	3	3
Wealth Management of Kentucky, Inc.	Typical 42	83	2	3
Paragon Private Wealth Management LLC	Low 42	167	4	6
The Prosperity People	Low 42	169	4	6
Life Advisors Financial Planning and Wealth Management, LLC	Typical 44	88	2	2
LFN Advisors Inc.	Low 45	179	4	4
BlackSummit Financial Group, Inc.	Typical 45	45	1	6
BLVD Private Wealth, LLC	Typical 46	137	3	3
Cambridge Financial Advisors, LLC	Typical 49	197	4	4
44 Wealth Management LLC	Typical 50	201	4	5
Q2 Wealth Management	Typical 50	151	3	3
Retirement Plan Advisors Ltd	Typical 52	103	2	2
ACCESS Wealth Management, LLC	Typical 52	157	3	5
Pillar Financial Advisors, LLC	Typical 53	210	4	6
Ardent Capital Management, Inc.	Typical 53	106	2	5
Townsend Financial Planning	Typical 53	160	3	6
Optima Capital Management	Typical 54	215	4	4
Outpost Advisors, LLC	Typical 56	111	2	2
Wallace Hart Capital Management	Typical 57	227	4	5
Wacker & Associates, Inc.	Typical 57	172	3	4
YFP Wealth	Typical 58	230	4	7
Meyer Capital Management LLC.	Typical 58	115	2	7
Bryspen, Incorporated	Typical 58	58	1	2
Mench Financial Inc	Typical 58	175	3	4
Allstreet Capital LLC	Typical 60	120	2	3
Davis, Davis and Conover Wealth Management, LLC	Typical 62	186	3	3
Infinity Wealth Counsel, LLC	Typical 63	125	2	4
Barnes Dennig Private Wealth Management, LLC	High 64	191	3	7
Birchcreek Wealth Management, LLC	High 64	191	3	5
Titan Capital Management	High 65	129	2	3
Centerline Wealth Advisors, LLC	Typical 65	259	4	8
Luken Investment Analytics, LLC	Typical 67	267	4	6
VanWeelden Wealth Management, LLC	High 68	203	3	6
First Wilshire Securities Management, Inc.	Typical 69	275	4	9
Cedar Spring Advisors, LLC	High 71	284	4	4
Stewardship Partners Investment Counsel, Inc.	High 71	142	2	4
Farnsley Advisors	High 71	213	3	4
Investable Wealth, LLC	High 72	143	2	2
Schmitt Wealth Advisers, LLC	High 72	144	2	3
Russell Capital Management, LLC	High 72	289	4	4
Wealth Management of the Bluegrass, LLC.	High 77	153	2	2
Gold Coast Wealth Management, LLC	High 77	154	2	3
Investable	High 81	81	1	4
Leif Clarke Wealth Management, Inc.	High 82	164	2	2
ELLIS Financial Planning	High 83	330	4	7
McCarley & Cook Financial Planners	High 84	168	2	2
Research & Portfolio Management	High 86	259	3	3
Whitestone Capital Management LLC	High 87	173	2	2
Almega Wealth Management	High 87	261	3	6
Copperwood Financial	High 87	262	3	3
Coordinated Financial Planning Corp	High 92	367	4	6
Incline Wealth	High 94	187	2	4
Targeted Financial Services, LLC	High 106	422	4	5
Strategic Wealth Partners LLC	High 106	212	2	4
Shepherd Wealth Management	Very High 108	430	4	4
Triple Crown Wealth Management	Very High 109	217	2	3
Future Financial Wealth Management Group, LLC	Very High 109	218	2	4
Turner Capital Investments, LLC	Very High 111	333	3	4
Ipsen Advisor Group	Very High 112	337	3	5
Brookstone Financial	Very High 115	458	4	5
Ricketts Financial, LLC	Very High 115	115	1	3
Eukles Asset Management, LLC	Very High 118	470	4	5
Demma-Novak Wealth Management	Very High 118	235	2	2
Jarvis Global Investments LLC	Very High 118	354	3	3
MarketRiders	Very High 119	477	3	6
R.D. Smothers Wealth Management	Very High 123	245	2	11
Rik Saylor Financial, Inc.	Very High 125	376	3	5
M Premier Partners	Very High 126	251	2	3
Kapstone Financial Advisors LLC	Very High 127	508	4	5
Moneywatch Advisors, Inc.	Very High 128	384	3	6
Foster Investment Services	Very High 131	262	2	2
Fountain Square Asset Management	Very High 131	394	3	5
LUMINIST Capital, LLC	Very High 133	530	4	4
Advisifi LLC	Very High 133	133	1	6
Faith Financial Advisors, Inc.	Very High 140	280	2	5
Kanani Advisory Group Inc.	Very High 147	589	4	8
Mercurio Wealth Advisors	Very High 149	446	3	11
iTrust Asset Management, LLC	Very High 152	457	3	4
Kellett Wealth Advisors, LLC	Very High 155	465	3	4
Kleinfelder Capital, Inc.	Very High 160	481	3	5
Pathways Wealth Management, Inc.	Very High 161	484	3	5
Isaacs & Associates, LLC	Very High 169	169	1	4
Federal Hill Capital Management	Very High 174	347	2	3
Financial Planning Center, LLP	Very High 177	354	2	2
Rivercities Asset Management, LLC	Very High 182	182	1	3
Kessler Investment Group, LLC	Very High 186	558	3	8
Prosperity Asset Management, LLC	Very High 191	191	1	3
Taylor Securities Services, Inc.	Very High 191	765	4	11
Demeter Tactical Investments Corp.	Very High 195	390	2	10
Fund Advisors of America Inc	Very High 195	585	3	3
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Brown Financial Advisors, LLC	Very High 201	602	3	3
Lexington Research and Capital Group, LLC	Very High 205	205	1	1
Owen LaRue Financial Group	Very High 210	840	4	7
Palouse Capital Management, Inc.	Very High 219	877	4	4
Capital Advisory Services, LLC	Very High 220	439	2	2
Q Capital Solutions	Very High 225	225	1	2
Safe Harbor Wealth Advisors, LLC	Very High 232	463	2	3
Wurz Financial Services, LLC	Very High 246	491	2	6
Lockshield Partners, Inc.	Very High 278	1,113	4	8
Bullseye Investment Management, LLC	Very High 280	1,120	4	6
Hendley & Co. Inc.	Very High 281	281	1	5
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Its Asset Management, L.P.	Very High 293	586	2	9
Marmo Financial Group, LLC	Very High 306	917	3	9
SavvyFi	Very High 307	307	1	15
Freeman, Will & Niemeier, Inc.	Very High 358	358	1	2
Investments & Financial Planning, LLC	Very High 375	750	2	6
Sapphire Blue Investment Partners	Very High 376	376	1	4
Guidance Capital, Inc.	Very High 378	756	2	10
First Mason Financial, LLC	Very High 382	382	1	3
Polaris Financial, LLC	Very High 426	852	2	2
Tony Walker Financial	Very High 457	1,828	4	17

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Clients per advisor for Supported firms serving clients in Kentucky