#1Van Leeuwen Retirement & Investment Services
VAN LEEUWEN & ASSOCIATES, INC.
Based in Richmond, KY
Retirement Plan Advisors in Richmond, KY
The top-ranked retirement plan advisors serving Richmond, KY are Van Leeuwen Retirement & Investment Services, Investments & Financial Planning, LLC and Itrust Asset Management, LLC. We list 11 retirement plan advisors serving Richmond, KY. 11 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 Richmond, KY (Madison County). 11 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 Richmond
#2Investments & Financial Planning, LLC
INVESTMENTS & FINANCIAL PLANNING, LLCServes this area from Lexington-Fayette, KY (21 mi)#3Itrust Asset Management, LLC
ITRUST ASSET MANAGEMENT, LLCServes this area from Lexington-Fayette, KY (21 mi)#4Asio Capital LLC
ASIO CAPITAL LLCServes this area from Lexington-Fayette, KY (22 mi)#5Equity Advisors Of Kentucky Inc
EQUITY ADVISORS OF KENTUCKY INCServes this area from Lexington-Fayette, KY (23 mi)#6Ballast, Inc.
BALLAST, INC.Serves this area from Lexington-Fayette, KY (24 mi)#7Abri LLC
ABRI LLCServes this area from Lexington-Fayette, KY (24 mi)#8Spectrum Financial Alliance, Ltd., L.L.C.
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.Serves this area from KY#9Meridian Wealth Management, LLC
MERIDIAN WEALTH MANAGEMENT, LLCServes this area from Lexington-Fayette, KY (24 mi)#10Alpha Financial Partners LLC
ALPHA FINANCIAL PARTNERS LLCServes this area from Lexington-Fayette, KY (25 mi)
1 more providers serving this area
- Mcf Advisors, LLC, Lexington-Fayette, KY (25 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Richmond?
We list 11 retirement plan advisors serving Richmond, KY: 1 based there and 10 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 Richmond?
The top-ranked retirement plan advisors serving Richmond, KY are Van Leeuwen Retirement & Investment Services, Investments & Financial Planning, LLC, Itrust Asset Management, LLC, Asio Capital LLC and Equity Advisors Of Kentucky Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Richmond are verified against official records?
10 of the top 10 match an active official record: Van Leeuwen Retirement & Investment Services (U.S. Securities and Exchange Commission), Investments & Financial Planning, LLC (U.S. Securities and Exchange Commission), Itrust Asset Management, LLC (U.S. Securities and Exchange Commission), Asio Capital LLC (U.S. Securities and Exchange Commission) and Equity Advisors Of Kentucky Inc (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 .