Investment adviser firms in LEXINGTON, Kentucky
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
23 firms · Source months shown: July 2026 and August 2026
- ABRI LLCCRD 314832 · LEXINGTON, KY$114,386,423.00Regulatory AUM · August 2026
- ALPHA FINANCIAL PARTNERS LLCCRD 306639 · LEXINGTON, KY$459,855,610.00Regulatory AUM · August 2026
- ASIO CAPITAL LLCCRD 298326 · LEXINGTON, KY$805,087,065.00Regulatory AUM · August 2026
- BALLAST, INC.CRD 152695 · LEXINGTON, KY$751,516,845.00Regulatory AUM · August 2026
- DUPREE & COMPANY, INC.CRD 1697 · LEXINGTON, KY$888,208,444.00Regulatory AUM · August 2026
- DUPREE FINANCIAL GROUP, LLCCRD 131091 · LEXINGTON, KY$404,368,661.00Regulatory AUM · August 2026
- E.S. BARR & COMPANYCRD 107447 · LEXINGTON, KY$2,220,368,166.00Regulatory AUM · August 2026
- EQUITY ADVISORS OF KENTUCKY INCCRD 116398 · LEXINGTON, KY$141,596,255.00Regulatory AUM · August 2026
- FWG INVESTMENTS, LLCCRD 284064 · LEXINGTON, KY$349,048,767.00Regulatory AUM · August 2026
- INVESTMENTS & FINANCIAL PLANNING, LLCCRD 164333 · LEXINGTON, KY$318,664,226.00Regulatory AUM · August 2026
- ITRUST ASSET MANAGEMENT, LLCCRD 164193 · LEXINGTON, KY$211,938,663.00Regulatory AUM · August 2026
- J.D.T. INCCRD 146357 · LEXINGTON, KY$158,742,586.00Regulatory AUM · August 2026
- JOULE FINANCIAL, LLCCRD 320791 · LEXINGTON, KY$478,573,909.00Regulatory AUM · July 2026
- KEYSTONE FINANCIAL GROUP, LLCCRD 170201 · LEXINGTON, KY$2,338,235,877.00Regulatory AUM · August 2026
- MAI, INC.CRD 107337 · LEXINGTON, KY$329,735,069.00Regulatory AUM · August 2026
- MCF ADVISORS, LLCCRD 130372 · LEXINGTON, KY$4,684,530,591.00Regulatory AUM · August 2026
- MERIDIAN WEALTH MANAGEMENT, LLCCRD 151523 · LEXINGTON, KY$4,983,377,516.00Regulatory AUM · August 2026
- MIDDLEGROUND MANAGEMENT, LPCRD 297235 · LEXINGTON, KY$3,887,849,106.00Regulatory AUM · August 2026
- PARAGON PRIVATE WEALTH MANAGEMENT LLCCRD 312817 · LEXINGTON, KY$457,884,918.00Regulatory AUM · August 2026
- Q2 WEALTH MANAGEMENT LLCCRD 314932 · LEXINGTON, KY$123,491,576.00Regulatory AUM · August 2026
- RUSSELL CAPITAL MANAGEMENT, LLCCRD 109513 · LEXINGTON, KY$275,014,718.00Regulatory AUM · August 2026
- WALLACE HART LLCCRD 285981 · LEXINGTON, KY$264,001,265.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.CRD 289163 · LEXINGTON, KY$186,724,518.00Regulatory AUM · August 2026