Best Financial Advisors in LEXINGTON, Kentucky
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LEXINGTON
RUSSELL CAPITAL MANAGEMENT, LLC
LEXINGTON, KY · Since 1999
DUPREE FINANCIAL GROUP, LLC
LEXINGTON, KY · Since 2010
INVEST INC.
LEXINGTON, KY · Since 2022
MERIDIAN WEALTH MANAGEMENT, LLC
LEXINGTON, KY · Since 2009
BALLAST, INC.
LEXINGTON, KY · Since 2014
ITRUST ASSET MANAGEMENT, LLC
LEXINGTON, KY · Since 2019
INVESTMENTS & FINANCIAL PLANNING, LLC
LEXINGTON, KY · Since 2020
ALPHA FINANCIAL PARTNERS LLC
LEXINGTON, KY · Since 2020
ABRI LLC
LEXINGTON, KY · Since 2026
Q2 WEALTH MANAGEMENT
LEXINGTON, KY · Since 2025
DUPREE & COMPANY, INC.
LEXINGTON, KY · Since 1977
MONEYWATCH ADVISORS, INC.
LEXINGTON, KY · Since 1986
E. S. BARR & COMPANY
LEXINGTON, KY · Since 1993
EQUITY ADVISORS OF KENTUCKY INC
LEXINGTON, KY · Since 2018
MCF ADVISORS, LLC
LEXINGTON, KY · Since 2004
WALLACE HART CAPITAL MANAGEMENT
LEXINGTON, KY · Since 2017
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LEXINGTON, KY · Since 2023
MIDDLEGROUND CAPITAL
LEXINGTON, KY · Since 2018
ASIO CAPITAL LLC
LEXINGTON, KY · Since 2018
PARAGON PRIVATE WEALTH MANAGEMENT LLC
LEXINGTON, KY · Since 2021
JOULE FINANCIAL, LLC
LEXINGTON, KY · Since 2022
KEYSTONE FINANCIAL GROUP, LLC
LEXINGTON, KY · Since 2014
FWG INVESTMENTS, LLC
LEXINGTON, KY · Since 2018
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LEXINGTON?
The median advisory fee in LEXINGTON, KY is 0.95% of assets under management per year, based on Form ADV filings from 23 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.