Top 10 advisors in Lexington

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

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].