Top 10 financial advisors in Lexington, KY
We’ve curated a list of the best financial advisors in Lexington, take a look at it below
Find an advisor in Lexington| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,805,674,637 | 37 advisors | ||
| 2 | $1,408,973,691 | 6 advisors | ||
| 3 | $402,813,155 | 12 advisors | ||
| 4 | $393,290,216 | 6 advisors | ||
| 5 | $258,894,455 | 12 advisors | ||
| 6 | $231,170,568 | 5 advisors | ||
| 7 | $198,035,900 | 5 advisors | ||
| 8 | $184,757,737 | 4 advisors | ||
| 9 | $176,993,964 | 3 advisors | ||
| 10 | $164,162,993 | 22 advisors |
How we came up with this list
To generate our top financial advisors list in Lexington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lexington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Meridian Wealth Management, LLC
Meridian Wealth Management, LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $1,805,674,637 of assets under management and employs about 37 people. Meridian Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,805,674,637
Headcount
37 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-70676
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
E. S. Barr & Company
E. S. Barr & Company is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $1,408,973,691 of assets under management and employs about 6 people. E. S. Barr & Company uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,408,973,691
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-42566
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Ballast, Inc.
Ballast, Inc. is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $402,813,155 of assets under management and employs about 12 people. Ballast, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of client's net worth.
Assets under management
$402,813,155
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF CLIENT'S NET WORTH
SEC number
801-79651
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Asio Capital LLC
Asio Capital LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $393,290,216 of assets under management and employs about 6 people. Asio Capital LLC uses a fee structure of a percentage of assets under your management and asset-based fees for retirement plan consulting.
Assets under management
$393,290,216
Headcount
6 advisors
Fee structure
A percentage of assets under your management
ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING
SEC number
801-113910
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
D. Scott Neal, Inc.
D. Scott Neal, Inc. is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $258,894,455 of assets under management and employs about 12 people. D. Scott Neal, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$258,894,455
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-60070
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Alpha Financial Partners LLC
Alpha Financial Partners LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $231,170,568 of assets under management and employs about 5 people. Alpha Financial Partners LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$231,170,568
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117851
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Investments & Financial Planning, LLC
Investments & Financial Planning, LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $198,035,900 of assets under management and employs about 5 people. Investments & Financial Planning, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$198,035,900
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119021
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Financial Consulting
Paragon Private Wealth Management LLC
Paragon Private Wealth Management LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $184,757,737 of assets under management and employs about 4 people. Paragon Private Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$184,757,737
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-120682
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Wallace Hart Capital Management
Wallace Hart Capital Management is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $176,993,964 of assets under management and employs about 3 people. Wallace Hart Capital Management uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$176,993,964
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-108930
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Fwg Investments, LLC
Fwg Investments, LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $164,162,993 of assets under management and employs about 22 people. Fwg Investments, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$164,162,993
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112954
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Your first meeting is free.