Falists

Kentucky · 37 advisers

Financial Advisors in Lexington, Kentucky

Looking for a financial advisor in Lexington, Kentucky? Falists indexes 37 SEC-registered and state-registered investment advisers in Lexington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 35 firms list a website you can visit directly. Firms in this directory manage up to $4.98B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

37

With website

35

Largest AUM

$4.98B

Financial planning

26

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth35Planning26Trusts32Retirement16Institutional17

Top advisors in Lexington

Ranked by AUM · Fees, team & specialties at a glance

View all 37 →

ASIO CAPITAL LLC

Lexington, KY

AUM

$805.1M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

6 advisors

Clients

0

Fees

Percentage of AUM; ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING

859-785-4130

Full profileVisit site →

BALLAST, INC.

Lexington, KY

AUM

$751.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

859-226-0625

Full profileVisit site →

INVEST INC.

Lexington, KY

AUM

$158.7M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

859-268-9200

Full profileVisit site →

ABRI LLC

Lexington, KY

AUM

$114.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

8 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

859-636-6140

Full profileVisit site →
View all 37 advisors in Lexington

More cities in Kentucky

Louisville (65)Covington (6)Prospect (4)Bowling Green (3)Bardstown (2)Elizabethtown (2)Ashland (1)Bellevue (1)Betsy Layne (1)Brandenburg (1)Campbellsville (1)Crescent Springs (1)

Common questions

How many financial advisors are in Lexington, Kentucky?
37 registered investment advisers are listed in our Lexington directory, sourced from public SEC filings.
What types of advisors are in Lexington?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Lexington?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.