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
Anthony Armel Davidson
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Jason Scott Young
Registered Affiliation(s):LPL FINANCIAL LLC
Gregory Adam Legate
Registered Affiliation(s):LPL FINANCIAL LLC
Nathaniel David Mcnulty
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Timothy Wayne Green
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Dale Stewart Ditto
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Joseph Phillip Roberts
Registered Affiliation(s):LPL FINANCIAL LLC
George Savage Brooks
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Charters Jason Osborne
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
John David Davis
Registered Affiliation(s):INDEPENDENT FINANCIAL PARTNERS
Sandra Thomas Cummins
Registered Affiliation(s):BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
Nathan Aaron Bay
Registered Affiliation(s):KEYSTONE FINANCIAL GROUP, LLC
Steven James Whitcomb
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Daniel Crockett
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
James Stephen Boyd
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Stephen Arthur Woodrum
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Suzanne Rae Wohlfeld
Registered Affiliation(s):LPL FINANCIAL LLC
Stan Keith Simmons
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Christy Jo Brown
Registered Affiliation(s):MORGAN STANLEY
Joseph Leslie Fink
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scott Alfred Carius
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Tyler Redding Mainous
Registered Affiliation(s):LPL FINANCIAL LLC
Angela Dement
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Chad Edward Bentley
Registered Affiliation(s):OSAIC FS, INC.
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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