Financial advisers in Lexington, KY
23 registered investment adviser firms in Lexington managing $24.8B in assets, based on public SEC Form ADV filings.
Meridian Wealth Management, LLC
Lexington, KY · Est. 2009
- AUM
- $5.0B
- Per adviser
- $84M
- Advisers
- 59
Mcf Advisors, LLC
Lexington, KY · Est. 2004
- AUM
- $4.7B
- Per adviser
- $156M
- Advisers
- 30
No reported disclosures
Middleground Capital
Lexington, KY · Est. 2018
- AUM
- $3.9B
- Per adviser
- $102M
- Advisers
- 38
No reported disclosures
Keystone Financial Group, LLC
Lexington, KY · Est. 2014
- AUM
- $2.3B
- Per adviser
- $71M
- Advisers
- 33
No reported disclosures
E. S. Barr & Company
Lexington, KY · Est. 1993
- AUM
- $2.2B
- Per adviser
- $740M
- Advisers
- 3
No reported disclosures
Dupree & Company, INC.
Lexington, KY · Est. 1977
- AUM
- $888M
- Per adviser
- $222M
- Advisers
- 4
No reported disclosures
Asio Capital LLC
Lexington, KY · Est. 2018
- AUM
- $805M
- Per adviser
- $134M
- Advisers
- 6
No reported disclosures
Ballast, INC.
Lexington, KY · Est. 2014
- AUM
- $752M
- Per adviser
- $94M
- Advisers
- 8
No reported disclosures
Joule Financial, LLC
Lexington, KY · Est. 2022
- AUM
- $479M
- Per adviser
- $80M
- Advisers
- 6
No reported disclosures
Alpha Financial Partners LLC
Lexington, KY · Est. 2020
- AUM
- $460M
- Per adviser
- $92M
- Advisers
- 5
No reported disclosures
Paragon Private Wealth Management LLC
Lexington, KY · Est. 2021
- AUM
- $458M
- Per adviser
- $229M
- Advisers
- 2
No reported disclosures
Dupree Financial Group, LLC
Lexington, KY · Est. 2010
- AUM
- $404M
- Per adviser
- $67M
- Advisers
- 6
No reported disclosures
Fwg Investments, LLC
Lexington, KY · Est. 2018
- AUM
- $349M
- Per adviser
- $35M
- Advisers
- 10
No reported disclosures
Moneywatch Advisors, INC.
Lexington, KY · Est. 1986
- AUM
- $330M
- Per adviser
- $110M
- Advisers
- 3
No reported disclosures
Investments & Financial Planning, LLC
Lexington, KY · Est. 2020
- AUM
- $319M
- Per adviser
- $159M
- Advisers
- 2
No reported disclosures
Russell Capital Management, LLC
Lexington, KY · Est. 1999
- AUM
- $275M
- Per adviser
- $69M
- Advisers
- 4
No reported disclosures
Wallace Hart Capital Management
Lexington, KY · Est. 2017
- AUM
- $264M
- Per adviser
- $88M
- Advisers
- 3
No reported disclosures
Itrust Asset Management, LLC
Lexington, KY · Est. 2019
- AUM
- $212M
- Per adviser
- $71M
- Advisers
- 3
No reported disclosures
Wealth Management Of The Bluegrass, LLC.
Lexington, KY · Est. 2023
- AUM
- $187M
- Per adviser
- $93M
- Advisers
- 2
No reported disclosures
Invest INC.
Lexington, KY · Est. 2022
- AUM
- $159M
- Per adviser
- $32M
- Advisers
- 5
No reported disclosures
Equity Advisors Of Kentucky INC
Lexington, KY · Est. 2018
- AUM
- $142M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Q2 Wealth Management
Lexington, KY · Est. 2025
- AUM
- $123M
- Per adviser
- $41M
- Advisers
- 3
No reported disclosures
Abri LLC
Lexington, KY · Est. 2026
- AUM
- $114M
- Per adviser
- $14M
- Advisers
- 8
No reported disclosures