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Best Financial Planners in Louisville, Kentucky

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32Financial Planners scored in Louisville
54Average BizScore
77Top BizScore
19%AI Visibility 50 or higher
66Average SEO score
4.7Average Google rating (25 rated)

Top Financial Planners in Louisville

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Showing 1-32 of 32 Financial Planners listings in Louisville, KY · page 1 of 1

#1Commonwealth Capital Management, LLC of Louisville Top-Rated

5.0 Google rating

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Commonwealth Capital Management, LLC of Louisville website

Score breakdown

AI Visibility73
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 420-9912
  • ccmresource.com

Commonwealth Capital Management, LLC is a financial planner in Louisville, KY. The firm provides a comprehensive range of services including investments, retirement planning, insurance, and estate strategies. Serving over 9,500 households across more than 38...

Category rank by BizScore: #1 of 22 Financial Planner listings in LouisvilleScores updated Jun 7, 2026

#2Farnsley Advisors

5.0 Google rating

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Farnsley Advisors website

Score breakdown

AI Visibility59
AI Ready30
SEO85
Freshness60
  • Financial Planner
  • Louisville, Kentucky
  • (502) 627-0918
  • farnsleyadvisors.com

Farnsley Advisors is a financial planner in Louisville, KY. The firm provides investment advising, asset management, and lifestyle services to individuals and businesses. Their professional offerings include retirement planning, tax planning, risk management...

Category rank by BizScore: #2 of 22 Financial Planner listings in LouisvilleScores updated Oct 25, 2026

#3Mariner of Louisville

2.3 Google rating · 3 reviews

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Mariner of Louisville website

Score breakdown

AI Visibility64
AI Ready32
SEO75
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (812) 542-1018
  • marinerfinance.com
Category rank by BizScore: #1 of 20 Financial Planner listings in LouisvilleScores updated Oct 24, 2026
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Limestone Wealth Advisors - Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility52
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 894-9366
  • ameripriseadvisors.com

Limestone Wealth Advisors - Ameriprise Financial Services, LLC is a financial planner in Louisville, KY. They offer personalized financial advice to help clients reach their financial goals and provide services such as wealth management and investment...

Category rank by BizScore: #3 of 22 Financial Planner listings in LouisvilleScores updated Jun 20, 2026

#5Lamkin Wealth Management of Louisville

4.3 Google rating

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Lamkin Wealth Management of Louisville website

Score breakdown

AI Visibility52
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 690-6764
  • lamkinwealth.com

Lamkin Wealth Management of Louisville: Based on the provided website content, here is the requested information: - **Business Name**: Lamkin Wealth Management - **Address**: 901 Lily Creek Road, Suite 102, Louisville, KY 40243 - **Phone**: (502) 690-6764 - **Hours**: Mon-Thu: 8:30 AM - 4:30 PM...

Category rank by BizScore: #4 of 22 Financial Planner listings in LouisvilleScores updated Jun 7, 2026

#6Dan Hardt Financial Services

5.0 Google rating

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Dan Hardt Financial Services website

Score breakdown

AI Visibility52
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 893-4381
  • hardtfinancial.com

Dan Hardt Financial Services is a financial planner in Louisville, KY. The firm provides specialized services including retirement planning, investment management, and comprehensive financial planning. They serve a diverse clientele, including retirees...

Category rank by BizScore: #5 of 22 Financial Planner listings in LouisvilleScores updated Jun 7, 2026

#7Keystone Financial Group

5.0 Google rating

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Keystone Financial Group website

Score breakdown

AI Visibility42
AI Ready49
SEO81
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 206-3373
  • keystoneky.com

Keystone Financial Group is a financial planner in Louisville, KY. The firm provides wealth management and financial services, including investment management, retirement planning, tax planning, and legacy planning. They serve individuals, families, business...

Category rank by BizScore: #15 of 22 Financial Planner listings in LouisvilleScores updated Oct 24, 2026

#8Family Wealth Planning Partners of Louisville

5.0 Google rating

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Family Wealth Planning Partners of Louisville website

Score breakdown

AI Visibility43
AI Ready50
SEO75
Freshness100
  • Financial Planner
  • Louisville, Kentucky
  • (502) 200-5210
  • fwppartners.com

Family Wealth Planning Partners of Louisville: Family Wealth Planning Partners is a financial planner in Louisville, KY. The firm provides tax and strategic wealth planning, as well as investment portfolio management services, to clients in Kentucky. Founded in 2018, the practice specializes in helping...

Category rank by BizScore: #12 of 22 Financial Planner listings in LouisvilleScores updated Oct 24, 2026

#9Saling Wealth Advisors

5.0 Google rating

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S

Score breakdown

AI Visibility46
AI Ready30
SEO71
Freshness100
  • Financial Planner
  • Louisville, Kentucky
  • (502) 805-3000
  • salingwealthadvisors.com

Saling Wealth Advisors is a financial planner in Louisville, KY, located at 9750 Ormsby Station Rd. The firm was established in 2016 by Jay Saling, Eric Saling, and Jason Stuber. As an independent Registered Investment Advisor, the team acts as fiduciaries...

Category rank by BizScore: #7 of 22 Financial Planner listings in LouisvilleScores updated Oct 25, 2026
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Mercurio Wealth Advisors of Louisville website

Score breakdown

AI Visibility37
AI Ready20
SEO80
Freshness100
  • Financial Planner
  • Louisville, Kentucky
  • (502) 253-9366
  • mercurioadvisors.com

Mercurio Wealth Advisors of Louisville: Mercurio Wealth Advisors is a financial planning firm in Louisville, KY, located at 9100 Shelbyville Road, Suite 150. The firm provides retirement income strategies, investment planning, legacy planning, healthcare planning, and tax planning for individuals...

Category rank by BizScore: #6 of 22 Financial Planner listings in LouisvilleScores updated Oct 27, 2026

#11Louisville Financial Group

5.0 Google rating

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Louisville Financial Group website

Score breakdown

AI Visibility48
AI Ready22
SEO71
Freshness100
  • Financial Planner
  • Louisville, Kentucky
  • (502) 326-5092
  • gotolouisville.com

Louisville Financial Group is a Financial Planner in Louisville, KY. The business maintains a 5.00 rating. The business is located on Park Plaza Ave, about 0.3 miles from the Gene Snyder Freeway and Kentucky Country Day School. It is situated near Brownsboro...

Category rank by BizScore: #5 of 20 Financial Planner listings in LouisvilleScores updated Oct 28, 2026

#12Centerline Wealth Advisors

4.8 Google rating

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Centerline Wealth Advisors website

Score breakdown

AI Visibility40
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 242-1560
  • centerlinedrivers.com

Centerline Wealth Advisors: Centerline Drivers is a transportation staffing and compliance partner in Louisville, KY. The company connects qualified truck drivers with excellent opportunities and provides driver management services to fleet operators. They specialize in recruitment...

Category rank by BizScore: #8 of 20 Financial Planner listings in LouisvilleScores updated Sep 17, 2026

#13Prudential Financial of Louisville

5.0 Google rating

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Prudential Financial of Louisville website

Score breakdown

AI Visibility47
AI Ready-
SEO69
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 426-4006
  • prudential.com

Prudential Financial of Louisville: Prudential Financial is a Financial Planner in Louisville, KY. The company offers life insurance, retirement planning, annuities, and mutual fund services to help individuals and families build long-term financial security. Prudential assists clients in...

Category rank by BizScore: #10 of 20 Financial Planner listings in LouisvilleScores updated Sep 23, 2026

#14Keystone Financial Group

5.0 Google rating

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Keystone Financial Group website

Score breakdown

AI Visibility42
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 206-3373
  • keystoneresort.com
Category rank by BizScore: #11 of 20 Financial Planner listings in LouisvilleScores updated Sep 27, 2026

#15Strategic Wealth Designers of Louisville

4.6 Google rating

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Strategic Wealth Designers of Louisville website

Score breakdown

AI Visibility31
AI Ready25
SEO76
Freshness60
  • Financial Planner
  • Louisville, Kentucky
  • (502) 412-3354
  • swdgroup.com

Strategic Wealth Designers of Louisville is a financial planner in Louisville, KY. The firm serves clients with holistic planning, tax strategies, Medicare planning, and property and casualty insurance. Their approach focuses on crafting a lifestyle that...

Category rank by BizScore: #10 of 22 Financial Planner listings in LouisvilleScores updated Oct 24, 2026

#16Lach Financial

5.0 Google rating

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Lach Financial website

Score breakdown

AI Visibility33
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 295-7887
  • lachfinancial.com

Lach Financial is a financial planner in Louisville, KY, located at 3046 Breckenridge Ln Suite 202. The firm provides on-going financial planning services for individuals seeking to manage their financial well-being and for do-it-yourself investors looking to...

Category rank by BizScore: #16 of 22 Financial Planner listings in LouisvilleScores updated Jun 7, 2026
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Reliant Wealth Planning website

Score breakdown

AI Visibility42
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 398-5050
  • reliantwealthplanning.com

Reliant Wealth Planning is a financial planner in Louisville, KY, serving individuals and families seeking comprehensive wealth management, retirement planning, legacy and estate planning, and general cash flow management. The firm specializes in guiding...

Category rank by BizScore: #13 of 22 Financial Planner listings in LouisvilleScores updated Jun 20, 2026
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ACCESS Wealth Management website

Score breakdown

AI Visibility42
AI Ready27
SEO66
Freshness40
  • Financial Planner
  • Louisville, Kentucky
  • (502) 292-5500
  • accesswm.com

ACCESS Wealth Management is a financial planner in Louisville, KY. They specialize in serving high net worth individuals, business owners and executives, professional athletes and coaches, and entertainment professionals by offering services such as...

Category rank by BizScore: #14 of 22 Financial Planner listings in LouisvilleScores updated Oct 24, 2026
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Bluegrass Financial Planning, LLC website

Score breakdown

AI Visibility46
AI Ready55
SEO65
Freshness60
  • Financial Planner
  • Louisville, Kentucky
  • (502) 873-7526
  • bluegrassfinancialplanning.com

Bluegrass Financial Planning, LLC is a financial planner in Louisville, Kentucky. The firm is a fee-only Registered Investment Advisory practice providing objective financial planning services regardless of net worth or income. It serves clients from all...

Category rank by BizScore: #11 of 22 Financial Planner listings in LouisvilleScores updated Oct 27, 2026

#20Northwestern Mutual of Louisville

3.1 Google rating · 27 reviews

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Northwestern Mutual of Louisville website

Score breakdown

AI Visibility34
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 562-2400
  • northwestern.edu
Category rank by BizScore: #12 of 20 Financial Planner listings in LouisvilleScores updated Sep 20, 2026
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Coats Financial Planning website

Score breakdown

AI Visibility38
AI Ready32
SEO70
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 426-0300
  • coatsfinancialplanning.com

Coats Financial Planning is a financial planner in Louisville, KY, serving individuals, families, and trusts with comprehensive financial planning and investment advice on a Fee-Only, fiduciary basis. The firm has been providing independent, objective...

Category rank by BizScore: #17 of 22 Financial Planner listings in LouisvilleScores updated Oct 24, 2026

#22Elder Advisers

4.9 Google rating

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Elder Advisers website

Score breakdown

AI Visibility38
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (800) 763-7930
  • forums.elderscrollsonline.com
Category rank by BizScore: #13 of 20 Financial Planner listings in LouisvilleScores updated Jun 7, 2026

#23Warren Wealth & Tax

5.0 Google rating

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Warren Wealth & Tax website

Score breakdown

AI Visibility31
AI Ready15
SEO71
Freshness15
  • Financial Planner
  • Louisville, Kentucky
  • (502) 339-8255
  • warren-wealth.com

Warren Wealth & Tax is a financial planner in Louisville, KY. The firm provides comprehensive financial services to families and individuals, specializing in a four-part framework designed to build, protect, use, and transfer wealth. Their expertise includes...

Category rank by BizScore: #19 of 22 Financial Planner listings in LouisvilleScores updated Oct 25, 2026
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Lifetime Wealth Strategies - Financial Advisors of Louisville website

Score breakdown

AI Visibility34
AI Ready45
SEO58
Freshness100
  • Financial Planner
  • Louisville, Kentucky
  • (502) 267-5433
  • lifetimewealthstrategies.net

Lifetime Wealth Strategies - Financial Advisors is a financial planner in Louisville, KY. The firm provides wealth management, investment advice, and comprehensive planning for clients looking toward retirement. Their specialized services include retirement...

Category rank by BizScore: #18 of 22 Financial Planner listings in LouisvilleScores updated Oct 24, 2026

#25Tony Walker Financial

5.0 Google rating

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Tony Walker Financial website

Score breakdown

AI Visibility37
AI Ready10
SEO57
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (877) 499-9255
  • tony.com.mx
Category rank by BizScore: #15 of 20 Financial Planner listings in LouisvilleScores updated Oct 24, 2026

#26Kentucky Planning Partners

5.0 Google rating

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Kentucky Planning Partners website

Score breakdown

AI Visibility20
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 394-0400
  • kpp-lpl.com

Kentucky Planning Partners is a financial planner in Louisville, KY, serving individuals and business owners with personalized financial strategies. The firm specializes in retirement planning, investment management, estate planning, tax planning, college...

Category rank by BizScore: #17 of 20 Financial Planner listings in LouisvilleScores updated Jun 30, 2026

#27Clearpath Financial of Raymond James

5.0 Google rating

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Clearpath Financial of Raymond James website

Score breakdown

AI Visibility31
AI Ready-
SEO58
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 805-4000
  • clearpathfcu.org
Category rank by BizScore: #18 of 20 Financial Planner listings in LouisvilleScores updated Jun 7, 2026
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First Kentucky Securities website

Score breakdown

AI Visibility41
AI Ready-
SEO26
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 893-7288
  • firstky.com

First Kentucky Securities is a financial planner in Louisville, KY. The firm is a full-service wealth management company established and owned by Kentuckians, providing financial advice and services to institutions and individuals in Kentucky and throughout...

Category rank by BizScore: #9 of 22 Financial Planner listings in LouisvilleScores updated Oct 27, 2026

#29Morgan Stanley Financial Advisors of Louisville

4.0 Google rating

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M

Score breakdown

AI Visibility4
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 394-4000
  • advisor.morganstanley.com
Category rank by BizScore: #20 of 20 Financial Planner listings in LouisvilleScores updated Sep 18, 2026

#30Centerline Wealth Advisors of Louisville

4.8 Google rating

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Centerline Wealth Advisors of Louisville website

Score breakdown

AI Visibility10
AI Ready-
SEO27
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 242-1560
  • centerlinewealth.com
Category rank by BizScore: #20 of 22 Financial Planner listings in LouisvilleScores updated Oct 27, 2026

#31Pillar Financial Advisors of Louisville

5.0 Google rating

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Pillar Financial Advisors of Louisville website

Score breakdown

AI Visibility10
AI Ready-
SEO29
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (502) 384-3890
  • pillar.net
Category rank by BizScore: #22 of 22 Financial Planner listings in LouisvilleScores updated Oct 25, 2026

#32Tony Walker Financial

5.0 Google rating

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Tony Walker Financial website

Score breakdown

AI Visibility10
AI Ready-
SEO25
Freshness-
  • Financial Planner
  • Louisville, Kentucky
  • (877) 499-9255
  • tonywalkerfinancial.com
Category rank by BizScore: #21 of 22 Financial Planner listings in LouisvilleScores updated Oct 24, 2026
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What the Data Shows for Financial Planners in Louisville

19% of the 32 financial planners we measured in Louisville reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 38, compared with an average SEO score of 66.

The average Google rating across 25 rated financial planners is 4.7, and the median listing has 15 reviews.

None of the 32 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 32 financial planners in Louisville, Kentucky by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Louisville ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Louisville, Kentucky does BizScoreAI track?

32 financial planners in Louisville currently meet the profile-quality bar for this page, with an average BizScore of 54 and a top score of 77.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 19% of measured financial planners in Louisville score 50 or higher.

Is being listed free?

Yes. Every financial planner in Louisville is listed and scored for free, and claiming a listing is free too.