NewRiaPulse: records in Kentucky
7 newRiaPulse: records in Kentucky are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-02-13 to 2026-07-22; the most frequent is Principled Wealth Advisors, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
7 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-02-13 to 2026-07-22. Most frequent: Principled Wealth Advisors, LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Principled Wealth Advisors, LLC (1)
- Waycross Gp, LLC (1)
- Abri LLC (1)
- Access Wealth Management, LLC (1)
- Graeter Wealth Advisors, LLC (1)
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What are the top newRiaPulse: records in Kentucky right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Principled Wealth Advisors, LLC | $252,109,486 | 783 | Covington |
| Waycross Gp, LLC | $156,075,000 | 3 | Louisville |
| Abri LLC | $114,386,423 | 991 | Lexington |
| Access Wealth Management, LLC | $357,683,282 | 819 | Louisville |
| Graeter Wealth Advisors, LLC | $104,897,434 | 341 | Louisville |
| Riverstone Asset Management, LLC | $103,037,541 | 69 | Louisville |
| Access Real Estate, LLC | $63,357,987 | 4 | Louisville |
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Frequently asked questions
How many newRiaPulse: records in Kentucky are listed?
7 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-07-22.
Can I get alerts for Kentucky?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records