RIAs in Lexington, Kentucky
Explore 22 RIAs headquartered in Lexington, with $24.4B in combined reported AUM.
RIAs22Headquartered here
Total AUM$24.4BReported regulatory AUM
Total Employees412Reported by these RIAs
% of Total State AUM30.2%% Of total State AUM Reported
All RIAs in Lexington
22 RIAsShowing 1–22 of 22 RIAs
Meridian Wealth Management, LLC
LEXINGTON, KYReported AUM$5B
Employees67
20.5% of city AUMView RIA ↗
Mcf Advisors, LLC
LEXINGTON, KYReported AUM$4.7B
Employees55
19.2% of city AUMView RIA ↗
Middleground Capital
LEXINGTON, KYReported AUM$3.9B
Employees111
16.0% of city AUMView RIA ↗
Keystone Financial Group, LLC
LEXINGTON, KYReported AUM$2.3B
Employees49
9.6% of city AUMView RIA ↗
E. S. Barr & Company
LEXINGTON, KYReported AUM$2.2B
Employees6
9.1% of city AUMView RIA ↗
Dupree & Company, Inc.
LEXINGTON, KYReported AUM$888.2M
Employees12
3.6% of city AUMView RIA ↗
Asio Capital LLC
LEXINGTON, KYReported AUM$805.1M
Employees7
3.3% of city AUMView RIA ↗
Ballast, Inc.
LEXINGTON, KYReported AUM$751.5M
Employees12
3.1% of city AUMView RIA ↗
Alpha Financial Partners LLC
LEXINGTON, KYReported AUM$459.9M
Employees7
1.9% of city AUMView RIA ↗
Paragon Private Wealth Management LLC
LEXINGTON, KYReported AUM$457.9M
Employees6
1.9% of city AUMView RIA ↗
Dupree Financial Group, LLC
LEXINGTON, KYReported AUM$404.4M
Employees7
1.7% of city AUMView RIA ↗
Fwg Investments, LLC
LEXINGTON, KYReported AUM$349M
Employees27
1.4% of city AUMView RIA ↗
Moneywatch Advisors, Inc.
LEXINGTON, KYReported AUM$329.7M
Employees6
1.4% of city AUMView RIA ↗
Investments & Financial Planning, LLC
LEXINGTON, KYReported AUM$318.7M
Employees6
1.3% of city AUMView RIA ↗
Russell Capital Management, LLC
LEXINGTON, KYReported AUM$275M
Employees4
1.1% of city AUMView RIA ↗
Wallace Hart Capital Management
LEXINGTON, KYReported AUM$264M
Employees5
1.1% of city AUMView RIA ↗
Itrust Asset Management, LLC
LEXINGTON, KYReported AUM$211.9M
Employees4
0.9% of city AUMView RIA ↗
Wealth Management Of The Bluegrass, LLC.
LEXINGTON, KYReported AUM$186.7M
Employees2
0.8% of city AUMView RIA ↗
Invest Inc.
LEXINGTON, KYReported AUM$164.6M
Employees5
0.7% of city AUMView RIA ↗
Equity Advisors Of Kentucky Inc
LEXINGTON, KYReported AUM$141.6M
Employees3
0.6% of city AUMView RIA ↗
Q2 Wealth Management
LEXINGTON, KYReported AUM$123.5M
Employees3
0.5% of city AUMView RIA ↗
Abri LLC
LEXINGTON, KYReported AUM$114.4M
Employees8
0.5% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.