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Top Asset Management Companies in Kentucky

Ratings Updated: December 11, 2024

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5 Companies

0 Leaders 5 Contenders

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Country: United States

State: Kentucky

List of the Top Kentucky Wealth and Asset Management Companies

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HORAN

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Fort Mitchell, KY

Services provided

35% Financial Advising & Planning

35% Insurance Services & Brokers

20% Financial Consulting +1

10% Business Consulting

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

HORAN is a midsize Financial Advising & Planning company headquartered in Fort Mitchell, Kentucky. The team provides Financial Advising & Planning and Insurance Services & Brokers.
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Woodford Financial PLLC

Not yet reviewed

$1,000+

$200 - $300 / hr

2 - 9

Versailles, KY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +3

20% Tax Law

10% Business Consulting

10% Financial Consulting

Focus Areas

80% Wealth & Asset Management

20% Retirement Planning

Woodford Financial PLLC, a Finance & Accounting Outsourcing (FAO) company, is located in Versailles, Kentucky. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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Riney Hancock CPAs PSC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Owensboro, KY

Services provided

35% Financial Advising & Planning

35% Accounting

30% Business Valuation Services

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Riney Hancock CPAs PSC is an Accounting company. Established in 1973, their team specializes in Accounting and Financial Advising & Planning.
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Strategic Wealth Designers

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Louisville, KY

Services provided

40% Financial Advising & Planning

20% Financial Consulting

20% Insurance Services & Brokers +2

10% Accounting

10% Business Consulting

Focus Areas

20% Wealth & Asset Management

80% Retirement Planning

Strategic Wealth Designers is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Insurance Services & Brokers and are located in Louisville, Kentucky.
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Dark Horse CPAs

Not yet reviewed

$1,000+

$300+ / hr

50 - 249

Louisville, KY

Services provided

10% Financial Advising & Planning

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Dark Horse CPAs is an Accounting company. Launched in 2015, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO). The company is in Encinitas, California and Roswell, Georgia.
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Ability to deliver

Focus

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Clutch Leaders Matrix

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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top Kentucky Wealth and Asset Management Companies

HORAN

Undisclosed

Undisclosed

50 - 249

Fort Mitchell, KY

Ability to deliver

10.1/40.0

0/20 Reviews

2.1/10 Clients & Experience

8/10 Market Presence

Service focus

35% Financial Advising & Planning

50% Wealth & Asset Management

65% Other

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Woodford Financial PLLC

$1,000+

$200 - $300 / hr

2 - 9

Versailles, KY

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

20% Financial Advising & Planning

80% Wealth & Asset Management

80% Other

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Riney Hancock CPAs PSC

Undisclosed

Undisclosed

10 - 49

Owensboro, KY

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

35% Financial Advising & Planning

50% Wealth & Asset Management

65% Other

View Profile Visit Website
Strategic Wealth Designers

Undisclosed

Undisclosed

50 - 249

Louisville, KY

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Financial Advising & Planning

20% Wealth & Asset Management

60% Other

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Dark Horse CPAs

$1,000+

$300+ / hr

50 - 249

Louisville, KY

Ability to deliver

8.7/40.0

0/20 Reviews

3.7/10 Clients & Experience

5/10 Market Presence

Service focus

10% Financial Advising & Planning

50% Wealth & Asset Management

90% Other

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