AdvisorRanked

Best Financial Advisors in LEXINGTON, Kentucky

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

23
Registered Firms
0.95%
Median Fee
of assets/year
$404M
Median AUM
23
Firms Listed
in our database

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Top Rated Established Verified23 firms shown

Top-Ranked Advisors in LEXINGTON

#1
92

MERIDIAN WEALTH MANAGEMENT, LLC

LEXINGTON, KY · Since 2009

$5.0B AUM59 clientsFee: 0%
FiduciaryFee-Only
#2
89

BALLAST, INC.

LEXINGTON, KY · Since 2014

$752M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
88

RUSSELL CAPITAL MANAGEMENT, LLC

LEXINGTON, KY · Since 1999

$275M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
87

DUPREE FINANCIAL GROUP, LLC

LEXINGTON, KY · Since 2010

$404M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
86

ALPHA FINANCIAL PARTNERS LLC

LEXINGTON, KY · Since 2020

$460M AUM5 clientsFee: 0%
FiduciaryFee-Only
#6
85

ITRUST ASSET MANAGEMENT, LLC

LEXINGTON, KY · Since 2019

$212M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
84

INVEST INC.

LEXINGTON, KY · Since 2022

$159M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
84

INVESTMENTS & FINANCIAL PLANNING, LLC

LEXINGTON, KY · Since 2020

$319M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
83

ABRI LLC

LEXINGTON, KY · Since 2026

$114M AUM8 clientsFee: 0%
FiduciaryFee-Only
#10
83

Q2 WEALTH MANAGEMENT

LEXINGTON, KY · Since 2025

$123M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
81

E. S. BARR & COMPANY

LEXINGTON, KY · Since 1993

$2.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
81

MCF ADVISORS, LLC

LEXINGTON, KY · Since 2004

$4.7B AUM30 clientsFee: 0%
FiduciaryFee-Only
#13
81

MIDDLEGROUND CAPITAL

LEXINGTON, KY · Since 2018

$3.9B AUM38 clientsFee: 0%
FiduciaryFee-Only
#14
79

MONEYWATCH ADVISORS, INC.

LEXINGTON, KY · Since 1986

$330M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
78

ASIO CAPITAL LLC

LEXINGTON, KY · Since 2018

$805M AUM6 clientsFee: 0%
FiduciaryFee-Only
#16
77

EQUITY ADVISORS OF KENTUCKY INC

LEXINGTON, KY · Since 2018

$142M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
77

WALLACE HART CAPITAL MANAGEMENT

LEXINGTON, KY · Since 2017

$264M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
77

PARAGON PRIVATE WEALTH MANAGEMENT LLC

LEXINGTON, KY · Since 2021

$458M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
76

JOULE FINANCIAL, LLC

LEXINGTON, KY · Since 2022

$479M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
74

DUPREE & COMPANY, INC.

LEXINGTON, KY · Since 1977

$888M AUM4 clientsFee: 0%
Broker-Dealer
#21
74

WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

LEXINGTON, KY · Since 2023

$187M AUM2 clientsFee: 0%
FiduciaryFee-Only
#22
72

KEYSTONE FINANCIAL GROUP, LLC

LEXINGTON, KY · Since 2014

$2.3B AUM33 clientsFee: 0%
FiduciaryFee-Only
#23
70

FWG INVESTMENTS, LLC

LEXINGTON, KY · Since 2018

$349M AUM10 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.