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Financial advisory firms
in Lexington, KY.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

28 financial advisors22 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

22 advisory firmsCompare public facts. Verify experience directly.
28 financial advisors22 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ABRI LLCCRD 314832

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ALPHA FINANCIAL PARTNERS LLCCRD 306639

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ASIO CAPITAL LLCCRD 298326

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BALLAST, INC.CRD 152695

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DUPREE & COMPANY, INC.CRD 1697

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DUPREE FINANCIAL GROUP, LLCCRD 131091

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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E. S. BARR & COMPANYCRD 107447

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EQUITY ADVISORS OF KENTUCKY INCCRD 116398

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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FWG INVESTMENTS, LLCCRD 284064

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INVEST INC.CRD 146357

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Individuals (other than HNW)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INVESTMENTS & FINANCIAL PLANNING, LLCCRD 164333

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ITRUST ASSET MANAGEMENT, LLCCRD 164193

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KEYSTONE FINANCIAL GROUP, LLCCRD 170201

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MCF ADVISORS, LLCCRD 130372

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MERIDIAN WEALTH MANAGEMENT, LLCCRD 151523

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MIDDLEGROUND CAPITALCRD 297235

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MONEYWATCH ADVISORS, INC.CRD 107337

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Individuals (other than HNW)Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PARAGON PRIVATE WEALTH MANAGEMENT LLCCRD 312817

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)State or municipal government entitiesFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Q2 WEALTH MANAGEMENTCRD 314932

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
RUSSELL CAPITAL MANAGEMENT, LLCCRD 109513

Advisory firm

Filed advisory firm office: Lexington, KY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
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