Top Financial Advisors in Lexington, Kentucky
Finding the right financial advisor in Lexington is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lexington, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lexington, KY.
Find the Best Financial Advisor Firms in Lexington:
MERIDIAN WEALTH MANAGEMENT, LLC
CRD#: 151523
Address: 100 W Main Street Suite 450, Lexington, KY 40507
Clients: 3,030
Average Clients per Advisor: 57
AUM: $ 3.9B
MCF ADVISORS, LLC
CRD#: 130372
Address: 333 West Vine Street Suite 1740, Lexington, KY 40507
Clients: 2,378
Average Clients per Advisor: 132
AUM: $ 3.3B
KEYSTONE FINANCIAL GROUP, LLC
CRD#: 170201
Address: 527 Wellington Way, Ste 225, Lexington, KY 40503
Clients: 6,153
Average Clients per Advisor: 192
AUM: $ 1.9B
BALLAST, INC.
CRD#: 152695
Address: 400 East Vine St Suite 400, Lexington, KY 40507
Clients: 239
Average Clients per Advisor: 39
AUM: $ 625M
JOULE FINANCIAL, LLC
CRD#: 320791
Address: 998 Governors Ln Suite 325, Lexington, KY 40513
Clients: 577
Average Clients per Advisor: 96
AUM: $ 411M
ALPHA FINANCIAL PARTNERS LLC
CRD#: 306639
Address: 319 Cedar St. Suite 201, Lexington, KY 40508
Clients: 254
Average Clients per Advisor: 63
AUM: $ 376M
How We Chose the Top Financial Advisors in Lexington, Kentucky
To create this list of top financial advisor firms in Lexington, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lexington has to offer.
Search Financial Advisors in Lexington, Kentucky
John Kenneth Bryant
Carmack Douglas Kersey
Lenora Theresa Trachsel
William Lee Mullins
Mark Allen Winsor
Travis Kyle Musgrave
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
