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
Nathan David Slyh
Registered Affiliation(s):ADVISORY SERVICES NETWORK
Jonathan Clure Norwood
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Karie L Howard
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Scott David Theis
Registered Affiliation(s):PNC INVESTMENTS
Lafe Jeff Wheeler JR.
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
David Bellamy
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Christina A. Stephenson
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Paul Daniel Kelder
Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.
Shandy Kaye Coleman-mcguire
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Matthew D. Haney
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Stephen Elbert White
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Duncan Buchanan Gardiner
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Albert Herman Kaplan
Registered Affiliation(s):LPL FINANCIAL LLC
Richard Mercer Jackson
Registered Affiliation(s):PRIVATE CLIENT SERVICES, LLC
Robert Marvin Marshbanks
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Justin George Sautter
Registered Affiliation(s):MERIDIAN WEALTH MANAGEMENT, LLC
James Anthony Richardson
Registered Affiliation(s):MORGAN STANLEY
Matthew Lawrence Stockham
Registered Affiliation(s):MERIDIAN WEALTH MANAGEMENT, LLC
Bryan Clark Pope
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Lillian D Moore
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Vaughn Roth
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Eugene Michael Glowatch II
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Melissa Hart Creditt
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Jeffrey William Terhune
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
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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