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Top RIA Firms in Lexington, Kentucky
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Lexington, Kentucky. This hub covers 23 matching firms with $24.8B in total reported AUM and median AUM of $404.4M.
Firms
23
Matching current profiles
Total AUM
$24.8B
Reported regulatory AUM
Median AUM
$404.4M
Across firms with AUM
Largest firm
$5.0B
Meridian Wealth Management, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Meridian Wealth Management, LLC CRD 151523 · Limited Liability Company | LEXINGTON, KY | $5.0B Mar 2026 | +$1.1B+28.3% | +$2.9B+141.2% | +$3.5B+239.8% | +$4.9B+4389.5% | +30 employees+81.1% over 3Y | +6,368 accounts+107.4% over 3Y |
| 2. Mcf Advisors, LLC CRD 130372 · Limited Liability Company | LEXINGTON, KY | $4.7B May 2026 | +$1.4B+40.7% | +$2.4B+101.5% | +$2.5B+116.0% | +$4.1B+722.3% | +20 employees+57.1% over 3Y | +3,362 accounts+80.5% over 3Y |
| 3. Middleground Capital CRD 297235 · Limited Partnership | LEXINGTON, KY | $3.9B May 2026 | -$219.0M-5.3% | +$1.0B+36.0% | +$3.2B+466.0% | +$3.8B+4788.1% | +29 employees+35.4% over 3Y | +10 accounts+71.4% over 3Y |
| 4. Keystone Financial Group, LLC CRD 170201 · Limited Liability Company | LEXINGTON, KY | $2.3B Mar 2026 | +$828.5M+54.9% | +$1.1B+88.8% | +$1.4B+159.9% | — | +10 employees+25.6% over 3Y | +1,863 accounts+39.1% over 3Y |
| 5. E. S. Barr & Company CRD 107447 · Corporation | LEXINGTON, KY | $2.2B Mar 2026 | +$248.4M+12.6% | +$811.4M+57.6% | +$836.9M+60.5% | +$1.5B+206.3% | 0 employees+0.0% over 3Y | +38 accounts+4.5% over 3Y |
| 6. Dupree & Company, INC. CRD 1697 · Corporation | LEXINGTON, KY | $888.2M Feb 2026 | -$143.0M-13.9% | -$212.7M-19.3% | -$520.5M-36.9% | -$417.1M-32.0% | -1 employees-7.7% over 3Y | 0 accounts+0.0% over 3Y |
| 7. Asio Capital LLC CRD 298326 · Limited Liability Company | LEXINGTON, KY | $805.1M Mar 2026 | +$305.5M+61.2% | +$411.8M+104.7% | +$514.8M+177.3% | — | +1 employees+16.7% over 3Y | +220 accounts+45.8% over 3Y |
| 8. Ballast, INC. CRD 152695 · Corporation | LEXINGTON, KY | $751.5M Feb 2026 | +$207.6M+38.2% | +$288.5M+62.3% | +$464.9M+162.2% | +$645.5M+608.9% | +6 employees+100.0% over 3Y | +443 accounts+30.7% over 3Y |
| 9. Joule Financial, LLC CRD 320791 · Limited Liability Company | LEXINGTON, KY | $478.6M Mar 2026 | +$67.3M+16.4% | +$208.8M+77.4% | — | +$201.8M+72.9% | +2 employees+33.3% over 3Y | +662 accounts+43.6% over 3Y |
| 10. Alpha Financial Partners LLC CRD 306639 · Limited Liability Company | LEXINGTON, KY | $459.9M Mar 2026 | +$83.7M+22.3% | +$188.6M+69.5% | +$321.3M+232.0% | — | +1 employees+16.7% over 3Y | +508 accounts+55.5% over 3Y |
| 11. Paragon Private Wealth Management LLC CRD 312817 · Limited Liability Company | LEXINGTON, KY | $457.9M Mar 2026 | +$174.8M+61.8% | +$273.1M+147.8% | — | — | +2 employees+50.0% over 3Y | +591 accounts+492.5% over 3Y |
| 12. Dupree Financial Group, LLC CRD 131091 · Limited Liability Company | LEXINGTON, KY | $404.4M Apr 2026 | +$74.2M+22.5% | +$135.5M+50.4% | +$135.1M+50.2% | +$333.6M+471.5% | +2 employees+40.0% over 3Y | +958 accounts+137.4% over 3Y |
| 13. Fwg Investments, LLC CRD 284064 · Limited Liability Company | LEXINGTON, KY | $349.0M May 2026 | +$99.0M+39.6% | +$9.4M+2.8% | +$118.8M+51.6% | +$245.6M+237.4% | +5 employees+22.7% over 3Y | +547 accounts+18.3% over 3Y |
| 14. Moneywatch Advisors, INC. CRD 107337 · Corporation | LEXINGTON, KY | $329.7M Mar 2026 | +$38.4M+13.2% | +$85.9M+35.2% | +$150.6M+84.1% | +$231.1M+234.3% | +1 employees+20.0% over 3Y | +5 accounts+1.3% over 3Y |
| 15. Investments & Financial Planning, LLC CRD 164333 · Limited Liability Company | LEXINGTON, KY | $318.7M Feb 2026 | +$40.2M+14.4% | +$95.6M+42.9% | +$201.9M+173.0% | +$201.9M+173.0% | +1 employees+20.0% over 3Y | +1,155 accounts+184.8% over 3Y |
| 16. Russell Capital Management, LLC CRD 109513 · Limited Liability Company | LEXINGTON, KY | $275.0M Apr 2026 | +$23.5M+9.4% | +$64.4M+30.5% | -$25.3M-8.4% | +$4.4M+1.6% | 0 employees+0.0% over 3Y | -16 accounts-2.6% over 3Y |
| 17. Wallace Hart Capital Management CRD 285981 · Limited Liability Company | LEXINGTON, KY | $264.0M Mar 2026 | +$8.4M+3.3% | +$21.8M+9.0% | +$49.0M+22.8% | — | 0 employees+0.0% over 3Y | +53 accounts+6.5% over 3Y |
| 18. Itrust Asset Management, LLC CRD 164193 · Limited Liability Company | LEXINGTON, KY | $211.9M Mar 2026 | +$35.9M+20.4% | +$47.8M+29.1% | +$78.0M+58.2% | — | 0 employees+0.0% over 3Y | +58 accounts+14.4% over 3Y |
| 19. Wealth Management Of The Bluegrass, LLC. CRD 289163 · Limited Liability Company | LEXINGTON, KY | $186.7M Mar 2026 | +$19.3M+11.5% | — | — | +$68.9M+58.4% | 0 employees+0.0% over 1Y | -86 accounts-35.0% over 1Y |
| 20. Invest INC. CRD 146357 · Corporation | LEXINGTON, KY | $158.7M Feb 2026 | +$33.3M+26.5% | +$55.5M+53.7% | — | +$55.8M+54.1% | +2 employees+66.7% over 3Y | +165 accounts+32.8% over 3Y |
| 21. Equity Advisors Of Kentucky INC CRD 116398 · Corporation | LEXINGTON, KY | $141.6M Mar 2026 | +$25.7M+22.2% | +$10.3M+7.8% | +$19.0M+15.5% | +$89.8M+173.6% | -2 employees-40.0% over 3Y | -224 accounts-29.7% over 3Y |
| 22. Q2 Wealth Management CRD 314932 · Limited Liability Company | LEXINGTON, KY | $123.5M Mar 2026 | — | — | — | +$15.6M+14.5% | 0 employees+0.0% over Total | -9 accounts-2.1% over Total |
| 23. Abri LLC CRD 314832 · Limited Liability Company | LEXINGTON, KY | $114.4M May 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.