Investment advisers in Lexington, KY
22 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Meridian Wealth Management, LLC | $4.98 billion | 67 | 2 |
| Mcf Advisors, LLC | $4.68 billion | 55 | 0 |
| Middleground Capital | $3.89 billion | 111 | 0 |
| Keystone Financial Group, LLC | $2.34 billion | 49 | 0 |
| E. S. Barr & Company | $2.22 billion | 6 | 0 |
| Dupree & Company, Inc. | $888.2 million | 12 | 0 |
| Asio Capital LLC | $805.1 million | 7 | 0 |
| Ballast, Inc. | $751.5 million | 12 | 0 |
| Alpha Financial Partners LLC | $459.9 million | 7 | 0 |
| Paragon Private Wealth Management LLC | $457.9 million | 6 | 0 |
| Dupree Financial Group, LLC | $404.4 million | 7 | 2 |
| Fwg Investments, LLC | $349.0 million | 27 | 4 |
| Moneywatch Advisors, Inc. | $329.7 million | 6 | 0 |
| Investments & Financial Planning, LLC | $318.7 million | 6 | 0 |
| Russell Capital Management, LLC | $275.0 million | 4 | 0 |
| Wallace Hart Capital Management | $264.0 million | 5 | 0 |
| Itrust Asset Management, LLC | $211.9 million | 4 | 0 |
| Wealth Management of the Bluegrass, LLC. | $186.7 million | 2 | 0 |
| Invest Inc. | $158.7 million | 5 | 0 |
| Equity Advisors of Kentucky Inc | $141.6 million | 3 | 2 |
| Q2 Wealth Management | $123.5 million | 3 | 0 |
| Abri LLC | $114.4 million | 8 | 0 |