AdvisorCensus / Financial advisors / Kentucky / Louisville, KY / Branch offices
Advisory firms with an office in Louisville, KY, headquartered elsewhere
59 investment advisory firms with a principal office outside the Louisville, KY metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Adviceonly | Louisville, KY | San Diego, CA | SEC-registered investment adviser |
| Almega Wealth Management | Louisville, KY | Scottsdale, AZ | SEC-registered investment adviser |
| Alpha Financial Partners LLC | Prospect, KY | Lexington, KY | SEC-registered investment adviser |
| Alphastar Capital Management | Louisville, KY | Cornelius, NC | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Louisville, KY | Mount Pleasant, SC | SEC-registered investment adviser |
| Archer Investment Corporation | New Albany, IN | Carmel, IN | SEC-registered investment adviser |
| Baldwin Wealth Partners, LLC | Louisville, KY | Marion, MA | SEC-registered investment adviser |
| Bartlett & Co. Wealth Management LLC | Louisville, KY | Cincinnati, OH | SEC-registered investment adviser |
| Blackridge Asset Management, LLC | Ann Arbor, MI | Jupiter, FL | SEC-registered investment adviser |
| Bullseye Investment Management, LLC | Bardstown, KY | Cincinnciati, OH | SEC-registered investment adviser |
| Calton & Associates, Inc. | Louisville, KY | Tampa, FL | SEC-registered investment adviser |
| Cerity Partners LLC | Louisville, KY | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Louisville, KY | New York, NY | SEC-registered investment adviser |
| Citadel Advisors LLC | Louisville, KY | Miami, FL | SEC-registered investment adviser |
| Corecap Advisors | Prospect, KY | Southfield, MI | SEC-registered investment adviser |
| CX Institutional, LLC | Louisville, KY | Auburn, IN | SEC-registered investment adviser |
| Duncan Financial Planning Advisors | Louisville, KY | Irwin, PA | SEC-registered investment adviser |
| Fifth Third Securities, Inc. | Louisville, KY | Cincinnati, OH | SEC-registered investment adviser |
| G. A. Repple & Company | Louisville, KY | Casselberry, FL | SEC-registered investment adviser |
| Geneos Wealth Management, Inc. | Sellersburg, IN | Englewood, CO | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Louisville, KY | Alpharetta, GA | SEC-registered investment adviser |
| GWN Securities Inc. | Bardstown, KY | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Louisville, KY | Austin, TX | SEC-registered investment adviser |
| Illuminate Wealth Management | Louisville, LA | Barrington, IL | SEC-registered investment adviser |
| Independent Financial Partners | Louisville, KY | Tampa, FL | SEC-registered investment adviser |
| Integrated Wealth Concepts LLC | Louisville, KY | Waltham, MA | SEC-registered investment adviser |
| Invesco Advisers, Inc. | Louisville, KY | Atlanta, GA | SEC-registered investment adviser |
| Keystone Financial Group, LLC | Louisville, KY | Lexington, KY | SEC-registered investment adviser |
| Lanark Financial, Inc. | Louisville, KY | Birmingham, AL | SEC-registered investment adviser |
| LBMC Investment Advisors, LLC | Louisville, KY | Brentwood, TN | SEC-registered investment adviser |
| LFG Wealth Partners, LLC | Louisville, KY | Elizabethtown, KY | SEC-registered investment adviser |
| Mariner | Louisville, KY | Overland Park, KS | SEC-registered investment adviser |
| MCF Advisors, LLC | Louisville, KY | Lexington, KY | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Corydon, IN | Dallas, TX | SEC-registered investment adviser |
| Money Concepts Advisory Service | Louisville, KY | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Nationwide Securities, LLC | Louisville, KY | Columbus, OH | SEC-registered investment adviser |
| Natural Investments | Louisville, KY | San Francisco, CA | SEC-registered investment adviser |
| Oneascent Financial Services LLC | Louisville, KY | Birmingham, AL | SEC-registered investment adviser |
| PCG Wealth Management | Louisville, KY | Overland Park, KS | SEC-registered investment adviser |
| Private Advisor Group, LLC | Louisville, KY | Morristown, NJ | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Louisville, KY | St. Petersburg, FL | SEC-registered investment adviser |
| RFG Advisory, LLC | Corydon, IN | Vestavia Hills, AL | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Louisville, KY | Milwaukee, WI | SEC-registered investment adviser |
| Sage Advisors, LLC | Louisville, KY | New York, NY | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Louisville, KY | Miami, FL | SEC-registered investment adviser |
| Savant Wealth Management | Louisville, KY | Rockford, IL | SEC-registered investment adviser |
| Shepherd Financial Investment Advisory LLC | Louisville, KY | Carmel, IN | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Louiisville, KY | Jackson, TN | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Louisville, KY | Fort Lauderdale, FL | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | Louisville, KY | St Louis, MO | SEC-registered investment adviser |
| Stonex Advisors Inc. | Lousiville, KY | Birmingham, AL | SEC-registered investment adviser |
| Teeple Snyder Newsome Wealth & Tax Management | Louisville, KY | Brownsburg, IN | SEC-registered investment adviser |
| The Mather Group, LLC | Louisville, KY | Chicago, IL | SEC-registered investment adviser |
| TLG Advisors, Inc. | Louisville, KY | Summit, NJ | SEC-registered investment adviser |
| Tony Walker Financial | Louisville, KY | Bowling Green, KY | SEC-registered investment adviser |
| Townsend Financial Planning | Louisville, KY | Mt. Sterling, KY | SEC-registered investment adviser |
| USA Financial Securities LLC | Louisville, KY | Ada, MI | SEC-registered investment adviser |
| Wesbanco Securities, Inc. | Mount Washington, KY | St Clairsville, OH | SEC-registered investment adviser |
| Western Wealth Management LLC | Louisville, KY | Golden, CO | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Louisville, KY on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Fmsa | Louisville, KY | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Louisville, KY, headquartered elsewhere. https://advisorcensus.com/advisors/ky/louisville/branch-offices https://advisorcensus.com/advisors/ky/louisville/branch-offices