Firms by city
Registered investment advisers in Lexington, KY
22 SEC-registered advisers headquartered in Lexington, listed by regulatory assets under management as reported on Form ADV.
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22 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Meridian Wealth Management | Lexington, KY | $4.98B |
| MCF Advisors | Lexington, KY | $4.68B |
| Middleground Management | Lexington, KY | $3.89B |
| Keystone Financial Group | Lexington, KY | $2.34B |
| E.S. Barr & Company | Lexington, KY | $2.22B |
| Dupree & Company | Lexington, KY | $888M |
| Asio Capital | Lexington, KY | $805M |
| Ballast | Lexington, KY | $752M |
| Alpha Financial Partners | Lexington, KY | $460M |
| Paragon Private Wealth Management | Lexington, KY | $458M |
| Dupree Financial Group | Lexington, KY | $404M |
| FWG Investments | Lexington, KY | $349M |
| Mai | Lexington, KY | $330M |
| Investments & Financial Planning | Lexington, KY | $319M |
| Russell Capital Management | Lexington, KY | $275M |
| Wallace Hart | Lexington, KY | $264M |
| Itrust Asset Management | Lexington, KY | $212M |
| Wealth Management of the Bluegrass | Lexington, KY | $187M |
| J.D.T. | Lexington, KY | $159M |
| Equity Advisors of Kentucky | Lexington, KY | $142M |
- Headquarters
- Lexington, KY
- Regulatory AUM
- $4.98B
- Headquarters
- Lexington, KY
- Regulatory AUM
- $4.68B
- Headquarters
- Lexington, KY
- Regulatory AUM
- $3.89B
- Headquarters
- Lexington, KY
- Regulatory AUM
- $2.34B
- Headquarters
- Lexington, KY
- Regulatory AUM
- $2.22B
- Headquarters
- Lexington, KY
- Regulatory AUM
- $888M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $805M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $752M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $460M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $458M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $404M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $349M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $330M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $319M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $275M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $264M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $212M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $187M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $159M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $142M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lexington on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Kentucky.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.