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
Tony Walker Financial	Very High 457	1,828	4	17
Polaris Financial, LLC	Very High 426	852	2	2
First Mason Financial, LLC	Very High 382	382	1	3
Guidance Capital, Inc.	Very High 378	756	2	10
Sapphire Blue Investment Partners	Very High 376	376	1	4
Investments & Financial Planning, LLC	Very High 375	750	2	6
Freeman, Will & Niemeier, Inc.	Very High 358	358	1	2
SavvyFi	Very High 307	307	1	15
Marmo Financial Group, LLC	Very High 306	917	3	9
Its Asset Management, L.P.	Very High 293	586	2	9
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Hendley & Co. Inc.	Very High 281	281	1	5
Bullseye Investment Management, LLC	Very High 280	1,120	4	6
Lockshield Partners, Inc.	Very High 278	1,113	4	8
Wurz Financial Services, LLC	Very High 246	491	2	6
Safe Harbor Wealth Advisors, LLC	Very High 232	463	2	3
Q Capital Solutions	Very High 225	225	1	2
Capital Advisory Services, LLC	Very High 220	439	2	2
Palouse Capital Management, Inc.	Very High 219	877	4	4
Owen LaRue Financial Group	Very High 210	840	4	7
Lexington Research and Capital Group, LLC	Very High 205	205	1	1
Brown Financial Advisors, LLC	Very High 201	602	3	3
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Demeter Tactical Investments Corp.	Very High 195	390	2	10
Fund Advisors of America Inc	Very High 195	585	3	3
Taylor Securities Services, Inc.	Very High 191	765	4	11
Prosperity Asset Management, LLC	Very High 191	191	1	3
Kessler Investment Group, LLC	Very High 186	558	3	8
Rivercities Asset Management, LLC	Very High 182	182	1	3
Financial Planning Center, LLP	Very High 177	354	2	2
Federal Hill Capital Management	Very High 174	347	2	3
Isaacs & Associates, LLC	Very High 169	169	1	4
Pathways Wealth Management, Inc.	Very High 161	484	3	5
Kleinfelder Capital, Inc.	Very High 160	481	3	5
MarketRiders	Very High 159	477	3	6
Kellett Wealth Advisors, LLC	Very High 155	465	3	4
iTrust Asset Management, LLC	Very High 152	457	3	4
Mercurio Wealth Advisors	Very High 149	446	3	11
Kanani Advisory Group Inc.	Very High 147	589	4	8
Faith Financial Advisors, Inc.	Very High 140	280	2	5
Advisifi LLC	Very High 133	133	1	6
LUMINIST Capital, LLC	Very High 133	530	4	4
Fountain Square Asset Management	Very High 131	394	3	5
Foster Investment Services	Very High 131	262	2	2
Moneywatch Advisors, Inc.	Very High 128	384	3	6
Kapstone Financial Advisors LLC	Very High 127	508	4	5
M Premier Partners	Very High 126	251	2	3
Rik Saylor Financial, Inc.	Very High 125	376	3	5
R.D. Smothers Wealth Management	Very High 123	245	2	11
Jarvis Global Investments LLC	Very High 118	354	3	3
Demma-Novak Wealth Management	Very High 118	235	2	2
Eukles Asset Management, LLC	Very High 118	470	4	5
Ricketts Financial, LLC	Very High 115	115	1	3
Brookstone Financial	Very High 115	458	4	5
Ipsen Advisor Group	Very High 112	337	3	5
Turner Capital Investments, LLC	Very High 111	333	3	4
Future Financial Wealth Management Group, LLC	Very High 109	218	2	4
Triple Crown Wealth Management	Very High 109	217	2	3
Shepherd Wealth Management	Very High 108	430	4	4
Strategic Wealth Partners LLC	Very High 106	212	2	4
Targeted Financial Services, LLC	Very High 106	422	4	5
Incline Wealth	High 94	187	2	4
Coordinated Financial Planning Corp	High 92	367	4	6
Copperwood Financial	High 87	262	3	3
Almega Wealth Management	High 87	261	3	6
Whitestone Capital Management LLC	High 87	173	2	2
Research & Portfolio Management	High 86	259	3	3
McCarley & Cook Financial Planners	High 84	168	2	2
ELLIS Financial Planning	High 83	330	4	7
Leif Clarke Wealth Management, Inc.	High 82	164	2	2
Investable	High 81	81	1	4
Gold Coast Wealth Management, LLC	High 77	154	2	3
Wealth Management of the Bluegrass, LLC.	High 77	153	2	2
Russell Capital Management, LLC	High 72	289	4	4
Schmitt Wealth Advisers, LLC	High 72	144	2	3
Investable Wealth, LLC	High 72	143	2	2
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
First Wilshire Securities Management, Inc.	High 69	275	4	9
VanWeelden Wealth Management, LLC	High 68	203	3	6
Luken Investment Analytics, LLC	High 67	267	4	6
Centerline Wealth Advisors, LLC	High 65	259	4	8
Titan Capital Management	High 65	129	2	3
Birchcreek Wealth Management, LLC	High 64	191	3	5
Barnes Dennig Private Wealth Management, LLC	High 64	191	3	7
Infinity Wealth Counsel, LLC	Typical 63	125	2	4
Davis, Davis and Conover Wealth Management, LLC	Typical 62	186	3	3
Allstreet Capital LLC	Typical 60	120	2	3
Mench Financial Inc	Typical 58	175	3	4
Bryspen, Incorporated	Typical 58	58	1	2
Meyer Capital Management LLC.	Typical 58	115	2	7
YFP Wealth	Typical 58	230	4	7
Wacker & Associates, Inc.	Typical 57	172	3	4
Wallace Hart Capital Management	Typical 57	227	4	5
Outpost Advisors, LLC	Typical 56	111	2	2
Optima Capital Management	Typical 54	215	4	4
Townsend Financial Planning	Typical 53	160	3	6
Ardent Capital Management, Inc.	Typical 53	106	2	5
Pillar Financial Advisors, LLC	Typical 53	210	4	6
ACCESS Wealth Management, LLC	Typical 52	157	3	5
Retirement Plan Advisors Ltd	Typical 52	103	2	2
Q2 Wealth Management	Typical 50	151	3	3
44 Wealth Management LLC	Typical 50	201	4	5
Cambridge Financial Advisors, LLC	Typical 49	197	4	4
BLVD Private Wealth, LLC	Typical 46	137	3	3
BlackSummit Financial Group, Inc.	Typical 45	45	1	6
LFN Advisors Inc.	Typical 45	179	4	4
Life Advisors Financial Planning and Wealth Management, LLC	Typical 44	88	2	2
The Prosperity People	Typical 42	169	4	6
Paragon Private Wealth Management LLC	Typical 42	167	4	6
Wealth Management of Kentucky, Inc.	Typical 42	83	2	3
Monterey Wealth	Typical 40	121	3	3
Generations Wealth, LLC	Low 40	79	2	10
Equity Advisors of Kentucky Inc	Low 38	114	3	3
Datalign	Low 38	38	1	20
Frontier Financial Partners, LLC	Low 38	151	4	5
Rebellion Research	Low 38	75	2	4
Evergreen Wealth Advisors	Low 36	142	4	18
Campion Asset Management, LLC	Low 35	106	3	3
ProActive Advisors, LLC	Low 34	68	2	4
Latitude Investment Group	Low 29	87	3	3
Graeter Wealth Advisors, LLC	Low 28	85	3	3
Dean Dorton Wealth Management, LLC	Low 26	79	3	3
Hinton Financial	Low 26	52	2	3
Illuminate Wealth Management	Low 24	73	3	6
Soar Financial LLC	Low 24	97	4	5
Meritum Wealth Management LLC	Low 23	69	3	3
MC Financial Services, Inc.	Low 22	67	3	5
Cedar Wealth Management	Low 21	64	3	4
Thomas Story and Son LLC	Very Low 20	39	2	2
Journey Financial Management, LLC	Very Low 19	77	4	4
Revolution Partners, LLC	Very Low 19	76	4	6
A.G. Campbell Advisory, LLC	Very Low 15	61	4	5
Principled Wealth Advisors, LLC	Very Low 15	30	2	5
High Knoll Wealth Advisors, LLC	Very Low 15	44	3	3
Canopus Wealth Management	Very Low 14	42	3	3
TAVCO Financial Advisory, Inc	Very Low 13	53	4	4
Vistafront Partners Inc	Very Low 12	24	2	2
KLD Wealth Management	Very Low 12	23	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Lloyd Financial Group LLC	Very Low 10	20	2	2
Riverstone Asset Management, LLC	Very Low 9	18	2	2
Robert M Walker & Associates	Very Low 4	8	2	2
Mackhouse Capital	Very Low 4	7	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7
Seterios Wealth Advisors, LLC	Very Low 1	2	3	3

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Clients per advisor for Supported firms serving clients in Kentucky