Skip to content

Financial Advisors in Louisville, KY: 2026 rankings

98 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Louisville: Tony Walker Financial, RFA Score 79/100; 5.0★ from 251 Google reviews.

  2. 2

    Most-reviewed: Elder Advisers, 210 Google reviews at 4.9★, the most of 98 ranked after Tony Walker Financial; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

98 Louisville financial advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.8★ across 98 rated firms.

Top 10 financial advisors in Louisville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Louisville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Tony Walker Financial795.0★ (251)Louisville—Top score
2Elder Advisers784.9★ (210)Louisville—Most reviews
3Financial Solutions755.0★ (83)Louisville——
4Strategic Wealth Designers754.6★ (138)Louisville——
5Asamoa & Associates, CPA734.9★ (54)LouisvilleEvenings—
6Family Wealth Planning735.0★ (46)Louisville——
7Centra Credit Union734.7★ (95)Clarksville, 5 mi awaySat—
8Commonwealth Capital Management, LLC725.0★ (32)Louisville——
9MCF Advisors - Louisville715.0★ (24)Louisville——
10J. Hagan Capital - Financial Advisor704.4★ (35)Louisville——

All 98 financial advisors in Louisville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Louisville

    #1 Tony Walker Financial

    Based in Louisville

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 251 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 251 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    8303 Shelbyville Rd, Louisville, KY 40222
    View profile for Tony Walker Financial(877) 499-9255

  2. #2 Elder Advisers

    Based in Louisville

    78/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 210 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 210 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6511 Glenridge Park Pl #5, Louisville, KY 40222
    View profile for Elder Advisers(800) 763-7930

  3. #3 Financial Solutions

    Based in Louisville

    75/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 83 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 83 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    309 W Jefferson St, La Grange, KY 40031
    View profile for Financial Solutions(502) 225-9900

  7. #7 Centra Credit Union

    Based in Clarksville, 5 mi away

    73/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 95 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 95 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    1122 Veterans Pkwy, Clarksville, IN 47129
    View profile for Centra Credit Union(812) 284-4180

  13. #13 Sequoia Advisor Group

    Based in Louisville

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    101 Bullitt Ln Suite 201, Louisville, KY 40222
    View profile for Sequoia Advisor Group(502) 576-3440

  14. #14 Warren Wealth & Tax

    Based in Louisville

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9300 Shelbyville Rd #1204, Louisville, KY 40222
    View profile for Warren Wealth & Tax(502) 339-8255

  15. #15 Legato Financial Group

    Based in Louisville

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    10200 Forest Green Blvd Ste 600, Louisville, KY 40223
    View profile for Legato Financial Group(877) 573-2043

  17. #17 Loni Parson, CPA

    Based in Louisville

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.4★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5427 Bardstown Rd #4, Louisville, KY 40291
    View profile for Loni Parson, CPA(502) 231-3441

  18. #18 Family Wealth Strategies

    Based in Louisville

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4910 Brownsboro Rd #155, Louisville, KY 40222
    View profile for Family Wealth Strategies(502) 749-1439

  20. #20 Dixie Finance Company

    Based in Louisville

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.6★ from 88 Google reviews, listed on Google as “Financial consultant”.

    • 3.6★ from 88 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–2 PM · Sun closed
    Address
    2105 Dixie Hwy, Louisville, KY 40210
    View profile for Dixie Finance Company(502) 775-5657

  21. #21 Cerity Partners

    Based in Louisville

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.5★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    2201 High Wickham Pl, Louisville, KY 40245
    View profile for Cerity Partners(502) 753-0609

  23. #23 Lamkin Wealth Management

    Based in Louisville

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 12 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    901 Lily Creek Rd, Louisville, KY 40243
    View profile for Lamkin Wealth Management(502) 690-6764

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 98 ranked financial advisors here; the rest are on their profiles.

financial advisors in Louisville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Harding, Shymanski & Company, P.S.C.675.0★ (8)In Louisville
27Andrew Thomas - Edelman Financial Engines675.0★ (8)In Louisville
28TSN Wealth & Tax Management675.0★ (8)In Louisville
29The Bedrock Group674.7★ (15)5 mi
30Bankers Life673.8★ (16)In Louisville
31THE TAX PROFESSIONALS674.2★ (10)In Louisville
32Travis Jaggers - Raymond James674.5★ (8)In Louisville
33The Benefits Firm673.9★ (11)In Louisville
34King Financial Repair674.7★ (204)In Louisville
35Patricia Ann Denny: Primerica - Financial Services665.0★ (6)In Louisville
36TKM Financial Services LLC664.0★ (8)In Louisville
37Fidelity Investments663.2★ (28)In Louisville
38Blueprint Financial Group665.0★ (5)In Louisville
39Charles Schwab663.5★ (11)In Louisville
40Louisville, KY Private Wealth Management - UBS Financial Services Inc.665.0★ (5)In Louisville
41Morgan Stanley Financial Advisors664.1★ (7)In Louisville
42Baird Louisville Headquarters664.2★ (6)In Louisville
43Encore Wealth Management Group - Ameriprise Financial Services, LLC663.9★ (7)In Louisville
44Le(a)d to Love665.0★ (7)4 mi
45Stonewood Financial Solutions664.6★ (5)In Louisville
46Wainwright Laventis664.4★ (5)In Louisville
47Michael Lamsfuss, CFP, CLU, LUTCF655.0★ (4)In Louisville
48Noble, PLLC.655.0★ (4)In Louisville
49Advantage Investment Management654.2★ (5)In Louisville
50Legacy Wealth Strategies655.0★ (4)In Louisville

Also serving Louisville

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Louisville
BusinessGoogle ratingDistance
A. Roberts & Associates, Inc.5.0★ (2)In Louisville
Chris Mallory - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)In Louisville
Edward Jones - Financial Advisor: Alex Kerins5.0★ (2)In Louisville
Edward Jones - Financial Advisor: Ben Stocksdale5.0★ (2)In Louisville
Edward Jones - Financial Advisor: Dave Watkins Jr, CFP®5.0★ (2)In Louisville
Edward Jones - Financial Advisor: Leigh Anne Parker, WMCP®5.0★ (2)In Louisville
Edward Jones - Financial Advisor: Robert M Melillo, ChFC®|CPWA®|CEPA®|CAP®|CLU®|RICP®1.0★ (2)In Louisville
Farnsley Advisors5.0★ (2)In Louisville
FAST GROW LLC1.0★ (2)In Louisville
First Bankers Trust Company5.0★ (2)In Louisville
First Command Financial Advisor - Michael Parker5.0★ (2)In Louisville
First Kentucky Trust Company5.0★ (2)In Louisville
Mercer Wealth Management LLC5.0★ (2)In Louisville
Mercurio Wealth Advisors5.0★ (2)In Louisville
Northwestern Mutual5.0★ (2)In Louisville
Powerful Legacy5.0★ (2)In Louisville
River Road Asset Management5.0★ (2)In Louisville
Service Financial1.0★ (2)In Louisville
Townsend Financial Planning5.0★ (2)In Louisville
Wissing Wealth Management, LLC4.5★ (2)In Louisville

How we ranked Louisville financial advisors

We scored 98 Louisville financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Louisville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Louisville: frequently asked questions

Which financial advisor has the highest RFA Score in Louisville?

By RFA Score, the highest-ranked financial advisor in Louisville, KY is Tony Walker Financial with an RFA Score of 79/100. It has 5.0★ from 251 Google reviews. Elder Advisers (#2) and Financial Solutions (#3) follow. We ranked 98 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Louisville?

RankedFinancialAdvisors ranks 98 financial advisors serving Louisville, KY. 47 of them are based in Louisville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Louisville work on weekends?

9 of 98 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Centra Credit Union (#7) and Dixie Finance Company (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Louisville financial advisors have?

The median Google rating among 98 rated financial advisors in Louisville is 4.8★, with a median of 7 reviews. Tony Walker Financial has the most, 251 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Louisville count in this ranking?

Yes, if they are within 25 mi of the Louisville city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Louisville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Louisville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Louisville

  1. November 2026: RFA Scores recalculated for 98 financial advisors serving Louisville.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Louisville pages