Top 10 advisors in Lexington
We’ve curated a list of the best financial advisors in Lexington, take a look at it below
Find an advisor in Lexington| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,805,674,637 | 37 advisors | ||
| 2 | $1,408,973,691 | 6 advisors | ||
| 3 | $402,813,155 | 12 advisors | ||
| 4 | $393,290,216 | 6 advisors | ||
| 5 | $258,894,455 | 12 advisors | ||
| 6 | $231,170,568 | 5 advisors | ||
| 7 | $198,035,900 | 5 advisors | ||
| 8 | $184,757,737 | 4 advisors | ||
| 9 | $176,993,964 | 3 advisors | ||
| 10 | $164,162,993 | 22 advisors |
How we came up with this list
To generate our top financial advisors list in Lexington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lexington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Meridian Wealth Management, LLC
Assets under management
$1,805,674,637
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
2. E. S. Barr & Company
Assets under management
$1,408,973,691
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Ballast, Inc.
Assets under management
$402,813,155
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF CLIENT'S NET WORTH
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Asio Capital LLC
Assets under management
$393,290,216
Fee structure
A percentage of assets under your management
ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. D. Scott Neal, Inc.
Assets under management
$258,894,455
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
6. Alpha Financial Partners LLC
Assets under management
$231,170,568
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Investments & Financial Planning, LLC
Assets under management
$198,035,900
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Financial Consulting
8. Paragon Private Wealth Management LLC
Assets under management
$184,757,737
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
9. Wallace Hart Capital Management
Assets under management
$176,993,964
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Fwg Investments, LLC
Assets under management
$164,162,993
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Your first meeting is free.