Company lists · Data refreshed September 2026

Top 25 Asset management services based in Lexington, United States

RevenueBase identified 40 asset management services headquartered in Lexington, United States as of September 2026 and tracks 352 professional contacts across them, including 153 with verified work emails. New York is the largest hub.

This list covers asset management services headquartered in Lexington, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
40Companies
352Contacts tracked
153Verified emails
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The 25 largest asset management services based in Lexington, United States

Ranked by team size
Top 25 of 40 asset management services based in Lexington, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset management services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 202651-20067 contacts →

Indirect evidence

“As an independent advisory firm, we are committed to putting our clients’ interests first.”

Source: RevenueBase Database · checked Sep 21, 2026
2Partial evidenceLexington, KY, United StatesHQ checked Sep 21, 202611-5061 contacts →

Partial evidence

“MCF Advisors, LLC (“MCF”) is an SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 202651-20030 contacts →

Indirect evidence

“Community Trust and Investment Company is a subsidiary of Community Trust Bancorp, Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 202611-5024 contacts →

Indirect evidence

“Keystone Financial Group (KFG) is an independent financial service organization.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceLexington, SC, United StatesHQ checked Sep 21, 20261-1017 contacts →

Indirect evidence

“Cola Wealth Advisors is a company based out of LEXINGTON, SC, United States.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 202611-5011 contacts →

Indirect evidence

“Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-1011 contacts →

Indirect evidence

“In these uncertain times, it’s hard to know how to make your wealth endure.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceLexington, KY, United StatesHQ checked Sep 21, 202611-509 contacts →

Partial evidence

“Russell Capital Management serves as the trusted advisor and financial manager for working and retired professionals, multi-generational families, their companies and their…”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-109 contacts →

Indirect evidence

“αlpha Financial Partners is a comprehensive financial services company headquartered in Lexington, KY, with satellite offices in Louisville, KY.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-109 contacts →

Indirect evidence

“At High Knoll Wealth Advisors, we understand that the full potential of your wealth is as unique and complex as you are.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“At Wheeler Financial Solutions we are committed to helping individuals and businesses identify and evaluate their financial goals, develop a strategy that is right for them, and…”

Source: RevenueBase Database · checked Sep 21, 2026
12Partial evidenceLexington, KY, United StatesHQ checked Sep 21, 202611-506 contacts →

Partial evidence

“At Legacy Wealth Management, we help individuals and families nationwide navigate life’s most significant financial transitions-retirement, business exits, inheritance, and legacy…”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“At Moneywatch, our sole focus is you.”

Source: RevenueBase Database · checked Sep 21, 2026
14Partial evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-105 contacts →

Partial evidence

“Wealth Management

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“Asio Capital is a company based out of Lexington, KY, United States.”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidenceLexington, SC, United StatesHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“As a multigenerational family team, the David Wealth Management Group pledges to remain a constant in your life.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 202611-502 contacts →

Indirect evidence

“At R.L.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceLexington, SC, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“At Carolina Wealth Management, LLC, we provide client-centered financial planning to manage and grow our clients’ wealth in every stage of life.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceLexington, MA, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“At LifeFirst, we believe managing your finances needs to be put into the greater context of living.”

Source: RevenueBase Database · checked Sep 21, 2026
20Partial evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Trusted Advocates & Stewards of Wealth You work hard and deserve a partner you can trust to protect and grow your assets.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“At Powerful Legacy we are truly about our clients.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“At Consort Financial Partners, we specialize in helping you grow, protect, and preserve your wealth.”

Source: RevenueBase Database · checked Sep 21, 2026
23Partial evidenceLexington, MA, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Investment Management

Source: RevenueBase Database · checked Sep 21, 2026
24Strong evidenceLexington, SC, United StatesHQ checked Sep 21, 20261-101 contacts →

Strong evidence

“Distressed Decisions provides core portfolio operations management services and structured asset disposition programs to residential property investors, lenders, servicers…”

Source: RevenueBase Database · checked Sep 21, 2026
25Partial evidenceLexington, KY, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Innovation-Focused Investment Management & Modern Financial Planning This page is a publication of Vermillion Private Wealth.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 40 asset management services based in Lexington, United States

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Asset management services based in Lexington, United States at a glance

As of Sep 21, 2026
43.5%Verified-email coverage
8.8Average contacts per company
1-10Median size (employees)
950.0%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
8
51-200
2

Email recency for this list is measured across the whole United States list rather than for Lexington, so it is reported there. Company counts and contact totals on this page are exact for Lexington, over 40 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Lexington, United States whose own description of what they do matches “asset management services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management services, and records with no verified work email. Companies headquartered outside Lexington are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 153 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management services by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management services are there based in Lexington, United States?

RevenueBase identified 40 asset management services headquartered in Lexington, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Meridian Wealth Management, LLC, headquartered in Lexington, tops this list with the largest team on record.

Which city has the most asset management services?

New York leads with 380 headquartered companies, followed by Atlanta (171) and Chicago (150).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 153 verified decision-maker contacts tracked across these 40 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.