🤫 Directory · consent-first

Near 40503. Lexington.

24 financial advisors & firms and 0 insurance agents verified near Lexington, KY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 40503

Equity Advisors of Kentucky INC0 mi

RIA firm · Lexington, KY 40503 · Registered investment adviser · $142M AUM

CRD 116398 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Invest INC.0 mi

RIA firm · Lexington, KY 40503 · Registered investment adviser · $159M AUM

CRD 146357 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Keystone Financial Group, LLC0 mi

RIA firm · Lexington, KY 40503 · Registered investment adviser · $2.3B AUM

CRD 170201 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Proactive Wealth Management0 mi

RIA firm · Lexington, KY 40503 · Registered investment adviser

CRD 273028 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wealth Management of the Bluegrass, LLC.0 mi

RIA firm · Lexington, KY 40503 · Registered investment adviser · $187M AUM

CRD 289163 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Asio Capital LLC0 mi

RIA firm · Lexington, KY 40503 · Registered investment adviser · $805M AUM

CRD 298326 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Crimson Oak Wealth Management, LLC2.6 mi

RIA firm · Lexington, KY 40504 · Registered investment adviser · $39M AUM

CRD 171360 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

E. S. Barr & Company2.8 mi

RIA firm · Lexington, KY 40502 · Registered investment adviser · $2.2B AUM

CRD 107447 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Moneywise, INC.2.8 mi

RIA firm · Lexington, KY 40502 · Registered investment adviser · $40M AUM

CRD 145043 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Proactive Advisors, LLC2.8 mi

RIA firm · Lexington, KY 40502 · Registered investment adviser · $57M AUM

CRD 147332 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Itrust Asset Management, LLC2.8 mi

RIA firm · Lexington, KY 40502 · Registered investment adviser · $212M AUM

CRD 164193 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Context Financial LLC2.8 mi

RIA firm · Lexington, KY 40502 · Registered investment adviser · $21M AUM

CRD 281812 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Burl Investment Management, LLC2.8 mi

RIA firm · Lexington, KY 40502 · Registered investment adviser · $32M AUM

CRD 319525 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dupree & Company, INC.3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $888M AUM

CRD 1697 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Russell Capital Management, LLC3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $275M AUM

CRD 109513 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mcf Advisors, LLC3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $4.7B AUM

CRD 130372 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dupree Financial Group, LLC3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $404M AUM

CRD 131091 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Meridian Wealth Management, LLC3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $5.0B AUM

CRD 151523 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ballast, INC.3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $752M AUM

CRD 152695 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wealth Management of Kentucky, INC.3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $43M AUM

CRD 171446 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dean Dorton Wealth Management, LLC3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $81M AUM

CRD 297616 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

High Knoll Wealth Advisors, LLC3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $12M AUM

CRD 300412 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Paragon Private Wealth Management LLC3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $458M AUM

CRD 312817 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Abri LLC3.5 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $114M AUM

CRD 314832 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Lexington, KY.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 40503. Lexington.

24 financial advisors & firms and 0 insurance agents verified near Lexington, KY — every one cited to the regulator, claimable and removable by the person named.

Find your person