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:
MCF ADVISORS, LLC
CRD#: 130372
Address: 333 West Vine Street 12th Floor, Lexington, KY 40507
Clients: 2,792
Average Clients per Advisor: 93
AUM: $ 4.7B
MERIDIAN WEALTH MANAGEMENT, LLC
CRD#: 151523
Address: 250 West Main Street Suite 3150, Lexington, KY 40507
Clients: 2,528
Average Clients per Advisor: 87
AUM: $ 2.1B
KEYSTONE FINANCIAL GROUP, LLC
CRD#: 170201
Address: 527 Wellington Way, Ste 225, Lexington, KY 40503
Clients: 4,993
Average Clients per Advisor: 178
AUM: $ 1.2B
BALLAST, INC.
CRD#: 152695
Address: 360 E. Vine Street Suite 320, Lexington, KY 40507
Clients: 201
Average Clients per Advisor: 40
AUM: $ 423M
FWG INVESTMENTS, LLC
CRD#: 284064
Address: 2704 Old Rosebud Road Suite 160, Lexington, KY 40509
Clients: 932
Average Clients per Advisor: 103
AUM: $ 340M
JOULE FINANCIAL
CRD#: 133783
Address: 1216 S. Broadway, Lexington, KY 40504
Clients: 477
Average Clients per Advisor: 119
AUM: $ 277M
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
Francis Almeida
Registered Affiliation(s):LPL FINANCIAL LLC
Christopher Ryan Lee
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Ladeanna Rochelle Damron
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Proctor Wood Blair
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Robert S King
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
James Tyson Davis
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Brandon Potter
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gregory Stephan Wood
Registered Affiliation(s):LPL FINANCIAL LLC
Genevie Mckeithan Osborn
Registered Affiliation(s):LPL FINANCIAL LLC
Eddie Dewayne Cox
Registered Affiliation(s):KEYSTONE FINANCIAL GROUP, LLC
Michael William Kretz
Registered Affiliation(s):KEYSTONE FINANCIAL GROUP, LLC
Roy Charles Wagner
Registered Affiliation(s):CUSO FINANCIAL SERVICES, L.P.
Patrick James Kelly
Registered Affiliation(s):LPL FINANCIAL LLC
William Kevin Shaffer
Registered Affiliation(s):EDWARD JONES
Kristoffer Douglas Arnold
Registered Affiliation(s):VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
Patricia Diane Verhalen
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Michelle Marie Dragoo
Registered Affiliation(s):DUPREE & COMPANY, INC.
Robert Derick Walters
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Randal Lee Walters
Registered Affiliation(s):PFS INVESTMENTS INC.
John Carroll Cheshire
Registered Affiliation(s):ASIO CAPITAL LLC
Gary Jo Anderson
Registered Affiliation(s):KEYSTONE FINANCIAL GROUP, LLC
Erich Andulan Castillo
Registered Affiliation(s):SOUTHLAND EQUITY PARTNERS, LLC.
William Brown Cox
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Daniel Lee Mcgowan
Registered Affiliation(s):PNC INVESTMENTS
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.
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