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
Clyde W Pelton
Registered Affiliation(s):MORGAN STANLEY
Stephanie Lynn Nallia
Registered Affiliation(s):MORGAN STANLEY
Thomas Joseph Bennett
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Brandon Joseph Gaines
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Ross Harrison Clements
Registered Affiliation(s):SUNBELT SECURITIES, INC.
Amanda Wells Schmutte
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Matthew A. Fresca
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Thomas Mcelroy Jarboe
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Laurie Lynn Bisig
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Thomas Logan Davis
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Aaron Paynter Ammerman
Registered Affiliation(s):ALPHA FINANCIAL PARTNERS LLC
Charles Edward Thompson
Registered Affiliation(s):SECURITIES AMERICA, INC.
John William Marcum
Registered Affiliation(s):NYLIFE SECURITIES LLC
Jack Lloyd Barr
Registered Affiliation(s):LASALLE ST SECURITIES, L.L.C.
Robert Wendell Brown
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Megan Paige Reynolds
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Zachary Mason Gates
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Patricia Krieger Vanaman
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Ann Reinhold
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kevin Odis Stinnett
Registered Affiliation(s):OSAIC FS, INC.
Matthew Fritts
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Debra Ann Hensley
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Eugene Allen Castle
Registered Affiliation(s):MONEYWISE, INC.
George Coleman Cox
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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