ABOUT THE LIST: Information was obtained from representatives of listed companies. Other companies might have been eligible but did not respond to requests for information. The primary business of those on this list is asset management. Other companies may manage assets but is not their primary business. Those companies may be included on the Financial Advisory Firms List. Local refers to the Louisville area of Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd and Harrison counties in Indiana.