#1Dmlo Wealth Planning, LLC
DMLO WEALTH PLANNING, LLC
Serves this area from Louisville/Jefferson County metro government (balance), KY (15 mi)
Retirement Plan Advisors in Shelby County, KY
The top-ranked retirement plan advisors serving Shelby County, KY are Dmlo Wealth Planning, LLC, Guidance Capital, Inc. and Family Wealth Planning Partners. We list 9 retirement plan advisors serving Shelby County, KY. 9 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 Shelby County, KY. 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked retirement plan advisors for Shelby County
#2Guidance Capital, Inc.
GUIDANCE CAPITAL, INC.Serves this area from Louisville/Jefferson County metro government (balance), KY (15 mi)#3Family Wealth Planning Partners
FAMILY WEALTH PLANNING PARTNERS LLCServes this area from Louisville/Jefferson County metro government (balance), KY (16 mi)#4Alexander Investment Services Co.
ALEXANDER INVESTMENT SERVICES CO.Serves this area from Middletown, KY (17 mi)#5Centerline Wealth Advisors, LLC
CENTERLINE WEALTH ADVISORS, LLCServes this area from Lyndon, KY (19 mi)#6Graeter Wealth Advisors, LLC
GRAETER WEALTH ADVISORS, LLCServes this area from Louisville/Jefferson County metro government (balance), KY (19 mi)#7Kpp Advisory Services LLC
KPP ADVISORY SERVICES LLCServes this area from Hurstbourne, KY (19 mi)#8Advantage Investment Management
GARTON AND ASSOCIATES FINANCIAL ADVISORS LLCServes this area from Northfield, KY (22 mi)#9Magnate Advisory Services, LLC
MAGNATE ADVISORY SERVICES, LLCServes this area from Indian Hills, KY (23 mi)
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Frequently asked questions
How many retirement plan advisors serve Shelby County?
We list 9 retirement plan advisors serving Shelby County, KY: 0 based there and 9 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Shelby County?
The top-ranked retirement plan advisors serving Shelby County, KY are Dmlo Wealth Planning, LLC, Guidance Capital, Inc., Family Wealth Planning Partners, Alexander Investment Services Co. and Centerline Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Shelby County are verified against official records?
9 of the top 9 match an active official record: Dmlo Wealth Planning, LLC (U.S. Securities and Exchange Commission), Guidance Capital, Inc. (U.S. Securities and Exchange Commission), Family Wealth Planning Partners (U.S. Securities and Exchange Commission), Alexander Investment Services Co. (U.S. Securities and Exchange Commission) and Centerline Wealth Advisors, LLC (U.S. Securities and Exchange Commission), and 4 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 .
Communities served
Shelbyville, Simpsonville