City
Wealth management firms in Lexington, Kentucky
As of October 2, 2026, 39 wealth management firms, including broker-dealer firms, with their main office in Lexington, Kentucky reported $20.4 billion in regulatory assets under management; the largest by assets was Meridian Wealth Management, LLC, with $5.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 39
- Regulatory assets under management
- $20.4 billion
- Average per firm
- $522.1 million
- SEC-registered, of those listed
- 21 of 39 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Meridian Wealth Management, LLC | SEC | $5.0 billion | 12,298 |
| 2 | MCF Advisors, LLC | SEC | $4.7 billion | 7,540 |
| 3 | Keystone Financial Group, LLC | SEC | $2.3 billion | 6,628 |
| 4 | E. S. Barr & Company | SEC | $2.2 billion | 886 |
| 5 | Asio Capital LLC | SEC | $805.1 million | 700 |
| 6 | Ballast, Inc. | SEC | $751.5 million | 1,888 |
| 7 | Alpha Financial Partners LLC | SEC | $459.9 million | 1,424 |
| 8 | Paragon Private Wealth Management LLC | SEC | $457.9 million | 711 |
| 9 | Dupree Financial Group, LLC | SEC | $404.4 million | 1,655 |
| 10 | FWG Investments, LLC | SEC | $349.0 million | 3,534 |
| 11 | Moneywatch Advisors, Inc. | SEC | $329.7 million | 384 |
| 12 | Investments & Financial Planning, LLC | SEC | $318.7 million | 1,780 |
| 13 | Wrenne Financial Planning LLC | SEC | $297.9 million | 2,351 |
| 14 | Russell Capital Management, LLC | SEC | $275.0 million | 606 |
| 15 | Wallace Hart Capital Management | SEC | $264.0 million | 873 |
| 16 | Itrust Asset Management, LLC | SEC | $211.9 million | 462 |
| 17 | Wealth Management of the Bluegrass, LLC. | SEC | $186.7 million | 160 |
| 18 | Invest Inc. | SEC | $158.7 million | 668 |
| 19 | Equity Advisors of Kentucky Inc | SEC | $141.6 million | 530 |
| 20 | Q2 Wealth Management | SEC | $123.5 million | 426 |
| 21 | Abri LLC | SEC | $114.4 million | 991 |
| 22 | Foster Investment Services | State | $89.9 million | 390 |
| 23 | Proactive Advisors, LLC | State | $56.8 million | 68 |
| 24 | Pulse Wealth | State | $50.1 million | 223 |
| 25 | Wealth Management of Kentucky, Inc. | State | $42.9 million | 203 |
| 26 | Moneywise, Inc. | State | $40.4 million | 146 |
| 27 | Crimson Oak Wealth Management, LLC | State | $39.0 million | 166 |
| 28 | Burl Investment Management, LLC | State | $32.3 million | 48 |
| 29 | Geiser Wealth Planning, LLC | State | $24.4 million | 49 |
| 30 | Keepsake Management Inc. | State | $23.8 million | 74 |
| 31 | Context Financial LLC | State | $20.8 million | 67 |
| 32 | Blue Castle Wealth | State | $14.5 million | 39 |
| 33 | Triple Crown Wealth Management | State | $14.3 million | 266 |
| 34 | Vermillion Private Wealth | State | $13.5 million | 125 |
| 35 | High Knoll Wealth Advisors, LLC | State | $12.4 million | 128 |
| 36 | BRK Wealth Management LLC | State | $6.3 million | 13 |
| 37 | Four Quarters Capital | State | $2.8 million | 27 |
| 38 | Griggs Capital LLC | State | $2.7 million | 4 |
| 39 | BBFN Wealth Management LLC | State | $0 | 0 |
Wealth management firms in Kentucky, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.