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Find The Best Financial Advisors in Lexington, Kentucky
Lexington, Kentucky, known as an important economic and cultural center, is the second largest city in the state. Located in the bluegrass region, Lexington has an estimated population of 346,663 residents. The city has a cost of living that is 22% lower than the national average, so connecting with a top financial advisor in the city would be beneficial to take advantage of this low-cost city. With up to 474 financial advisors in the city, it would be wise to connect with 1-3 professionals familiar with your financial situation and city laws. FinancialAdvisor.net helps simplify the financial advisor search process so that you can connect with a professional advisor in the Lexington area that is best suited to help with your financial needs.
How To Find The Best Financial Advisors in Lexington, Kentucky
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Lexington, Kentucky, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 22 non-vetted financial advisors in Lexington, Kentucky, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lexington, Kentucky have an average of 32 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Lexington, Kentucky
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Top Financial Advisor Firms in Lexington, Kentucky (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| MIDDLEGROUND CAPITAL 1500 Aristides Blvd., Lexington, KY, 40511 | 297235 | $3,803,189,141 | 21 | A percentage of AUM, Performance Based |
| MERIDIAN WEALTH MANAGEMENT, LLC 100 W Main Street, Suite 450 Lexington, KY, 40507 | 151523 | $2,905,556,042 | 8456 | A percentage of AUM, Hourly charges, Fixed fees |
| E. S. BARR & COMPANY 1999 Richmond Road, Suite 1b Lexington, KY, 40502 | 107447 | $1,796,022,602 | 866 | A percentage of AUM, Performance Based |
| KEYSTONE FINANCIAL GROUP, LLC 527 Wellington Way, Ste 225, Lexington, KY, 40503 | 170201 | $1,509,725,992 | 5260 | A percentage of AUM, Hourly charges, Fixed fees |
| DUPREE & COMPANY, INC. 125 South Mill St Ste 100, Lexington, KY, 40507 | 1697 | $1,031,166,310 | 1 | A percentage of AUM |
| BALLAST, INC. 400 East Vine St, Suite 400 Lexington, KY, 40507 | 152695 | $625,203,027 | 1798 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF CLIENT'S NET WORTH) |
| ASIO CAPITAL LLC 220 Lexington Green Circle, Suite 420 Lexington, KY, 40503 | 298326 | $499,551,795 | 571 | A percentage of AUM, Other (ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING) |
| ALPHA FINANCIAL PARTNERS LLC 319 Cedar St., Suite 201 Lexington, KY, 40508 | 306639 | $376,120,761 | 1118 | A percentage of AUM, Hourly charges, Fixed fees |
| D. SCOTT NEAL, INC. 3292 Eagle View Lane, Suite 290 Lexington, KY, 40509 | 110975 | $352,031,453 | 1335 | A percentage of AUM, Hourly charges, Fixed fees |
| JOULE FINANCIAL, LLC 1216 S. Broadway, Lexington, KY, 40504 | 320791 | $331,989,252 | 1822 | A percentage of AUM, Fixed fees |
| DUPREE FINANCIAL GROUP, LLC 237 East Main Street, Lexington, KY, 40507 | 131091 | $330,218,102 | 1615 | A percentage of AUM |
| PARAGON PRIVATE WEALTH MANAGEMENT LLC 300 West Vine Street, Suite 2201 Lexington, KY, 40507 | 312817 | $283,043,282 | 630 | A percentage of AUM, Fixed fees |
| INVESTMENTS & FINANCIAL PLANNING, LLC 1795 Alysheba Way, Suite 7104 Lexington, KY, 40509 | 164333 | $278,443,881 | 1714 | A percentage of AUM, Hourly charges, Fixed fees |
| RUSSELL CAPITAL MANAGEMENT, LLC 476 E High St, Lexington, KY, 40507 | 109513 | $251,840,636 | 606 | A percentage of AUM, Fixed fees |
| MONEYWATCH ADVISORS, INC. 121 Walton Avenue, Lexington, KY, 40508 | 107337 | $247,500,906 | 1366 | A percentage of AUM, Hourly charges, Fixed fees |
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