#1Advantage Investment Management
GARTON AND ASSOCIATES FINANCIAL ADVISORS LLC
Based in Northfield, KY
Retirement Plan Advisors in Jefferson County, KY
The top-ranked retirement plan advisors serving Jefferson County, KY are Advantage Investment Management, Alexander Investment Services Co. and Centerline Wealth Advisors, LLC. We list 10 retirement plan advisors serving Jefferson County, KY. 10 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Jefferson County, KY. 10 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Jefferson County
#2Alexander Investment Services Co.
ALEXANDER INVESTMENT SERVICES CO.Based in Middletown, KY#3Centerline Wealth Advisors, LLC
CENTERLINE WEALTH ADVISORS, LLCBased in Lyndon, KY#4Dmlo Wealth Planning, LLC
DMLO WEALTH PLANNING, LLCBased in Louisville/Jefferson County metro government (balance), KY#5Family Wealth Planning Partners
FAMILY WEALTH PLANNING PARTNERS LLCBased in Louisville/Jefferson County metro government (balance), KY#6Graeter Wealth Advisors, LLC
GRAETER WEALTH ADVISORS, LLCBased in Louisville/Jefferson County metro government (balance), KY#7Guidance Capital, Inc.
GUIDANCE CAPITAL, INC.Based in Louisville/Jefferson County metro government (balance), KY#8Kpp Advisory Services LLC
KPP ADVISORY SERVICES LLCBased in Hurstbourne, KY#9Magnate Advisory Services, LLC
MAGNATE ADVISORY SERVICES, LLCBased in Indian Hills, KY#10Oxinas Partners Wealth Management
OXINAS PARTNERS, LLCServes this area from Jeffersonville, IN (8 mi)
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Frequently asked questions
How many retirement plan advisors serve Jefferson County?
We list 10 retirement plan advisors serving Jefferson County, KY: 9 based there and 1 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jefferson County?
The top-ranked retirement plan advisors serving Jefferson County, KY are Advantage Investment Management, Alexander Investment Services Co., Centerline Wealth Advisors, LLC, Dmlo Wealth Planning, LLC and Family Wealth Planning Partners. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jefferson County are verified against official records?
10 of the top 10 match an active official record: Advantage Investment Management (U.S. Securities and Exchange Commission), Alexander Investment Services Co. (U.S. Securities and Exchange Commission), Centerline Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Dmlo Wealth Planning, LLC (U.S. Securities and Exchange Commission) and Family Wealth Planning Partners (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Jefferson County
Communities served
St. Matthews, Shively, Lyndon, Middletown, Douglass Hills, Hurstbourne, Prospect, Indian Hills, Graymoor-Devondale, Anchorage, Windy Hills, Hurstbourne Acres, Worthington Hills, St. Regis Park, Audubon Park, West Buechel, Coldstream, Beechwood Village, Heritage Creek, Barbourmeade, Watterson Park, Northfield, Lynnview, Woodlawn Park, Rolling Hills, Bellemeade, Langdon Place, Fincastle, Plantation, Hollow Creek, Blue Ridge Manor, Woodland Hills, Meadow Vale, Rolling Fields, Green Spring, Strathmoor Village, Spring Valley, Seneca Gardens, Brownsboro Farm, Parkway Village, Glenview, Westwood, Murray Hill, Wellington, Hollyvilla, Bancroft, Houston Acres, Riverwood, Briarwood, Forest Hills, Norbourne Estates, Moorland, Meadowview Estates, Richlawn, Kingsley, Norwood, Glenview Hills, Old Brownsboro Place, Strathmoor Manor, Bellewood