AdvisorCensus / Financial advisors / Kentucky / Louisville, KY / Fidelity Investments
Financial advisors in Louisville, KY using Fidelity Investments
10 SEC-registered investment advisory firms headquartered in the Louisville, KY metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Atlas Brown | Louisville | SEC-registered investment adviser | $500 million to $1 billion |
| Barlow Wealth Partners, LLC | Louisville | SEC-registered investment adviser | $1 billion to $5 billion |
| Churchill Financial Advisors, LLC | Louisville | SEC-registered investment adviser | $500 million to $1 billion |
| Cullinan Associates, Inc. | Louisville | SEC-registered investment adviser | $1 billion to $5 billion |
| Lanier Asset Management, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Magnate Advisory Services, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Mercurio Wealth Advisors | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| River Road Asset Management, LLC | Louisville | SEC-registered investment adviser | Over $5 billion |
| Riverstone Asset Management, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Wealthmd Corporation | Louisville | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Louisville, KY using Fidelity Investments. https://advisorcensus.com/advisors/ky/louisville/custodians/fidelity https://advisorcensus.com/advisors/ky/louisville/custodians/fidelity