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Near 40509. 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 40509

Investments & Financial Planning, LLC0 mi

RIA firm · Lexington, KY 40509 · Registered investment adviser · $319M AUM

CRD 164333 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fwg Investments, LLC0 mi

RIA firm · Lexington, KY 40509 · Registered investment adviser · $349M AUM

CRD 284064 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wallace Hart Capital Management0 mi

RIA firm · Lexington, KY 40509 · Registered investment adviser · $264M AUM

CRD 285981 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Foster Investment Services0 mi

RIA firm · Lexington, KY 40509 · Registered investment adviser · $90M AUM

CRD 286471 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Triple Crown Wealth Management0 mi

RIA firm · Lexington, KY 40509 · Registered investment adviser · $14M AUM

CRD 289164 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Q2 Wealth Management0 mi

RIA firm · Lexington, KY 40509 · Registered investment adviser · $123M AUM

CRD 314932 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

E. S. Barr & Company5.8 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.5.8 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, LLC5.8 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, LLC5.8 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 LLC5.8 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, LLC5.8 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.7.3 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, LLC7.3 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, LLC7.3 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, LLC7.3 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, LLC7.3 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.7.3 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.7.3 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, LLC7.3 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, LLC7.3 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 LLC7.3 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 LLC7.3 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

Four Quarters Capital7.3 mi

RIA firm · Lexington, KY 40507 · Registered investment adviser · $3M AUM

CRD 333753 · 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 40509. 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