Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Lexington, United States

Name: Association financial advisory firms based in Lexington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 44 companies tracked

RevenueBase identified 44 association financial advisory firms headquartered in Lexington, United States as of September 2026 and tracks 352 professional contacts across them, including 180 with verified work emails. New York is the largest hub.

This list covers association financial advisory firms 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 19, 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 19, 2026 86% judged on-target in blind review

44Companies

352Contacts tracked

180Verified emails

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The 25 largest association financial advisory firms based in Lexington, United States

Ranked by team size

Top 25 of 44 association financial advisory firms based in Lexington, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Meridian Wealth Management, LLC	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	51-200	67 contacts →
	Partial evidence “As an independent advisory firm, we are committed to putting our clients’ interests first.” Source: RevenueBase Database · checked Sep 19, 2026
2	MCF	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	61 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 19, 2026
3	Hightower Signature Wealth-Lexington	Partial evidence	Lexington, MA, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Partial evidence “Please follow us here: Hightower Advisors, LLC is an SEC registered investment adviser.” Source: RevenueBase Database · checked Sep 19, 2026
4	Innovative Advisory Group	Partial evidence	Lexington, MA, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “Innovative Advisory Group (IAG), an independent Registered Investment Advisory Firm, is bringing innovation to the wealth management industry by combining both traditional and…” Source: RevenueBase Database · checked Sep 19, 2026
5	Wrenne Financial Planning LLC	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “We are building a fresh and new financial planning firm at Wrenne Financial Planning centered around the people we serve.” Source: RevenueBase Database · checked Sep 19, 2026
6	Ballast, INC	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	11 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 19, 2026
7	Russell Capital Management	Strong evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong 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 19, 2026
8	Αlpha Financial Partners	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial 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 19, 2026
9	High Knoll Wealth Advisors	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial 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 19, 2026
10	Association For Accounting Marketing AAM	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “The Association for Accounting Marketing (AAM) is a national association and a one-of-a-kind network of marketing, business development, and growth strategists.” Source: RevenueBase Database · checked Sep 19, 2026
11	Bickling Financial Services	Partial evidence	Lexington, MA, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Bickling Financial Services, our mission is to empower individuals and businesses by providing accessible financial services grounded in mutual respect, coordination with…” Source: RevenueBase Database · checked Sep 19, 2026
12	Paragon Management	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “At Paragon, we build fiduciary relationships with investors-including professional athletes and entertainers-who are seeking a trusted advisor and a secure future.” Source: RevenueBase Database · checked Sep 19, 2026
13	Wheeler Financial Solutions	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial 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 19, 2026
14	Legacy Wealth Management Of KY	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	6 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 19, 2026
15	Moneywatch Advisors	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At Moneywatch, our sole focus is you.” Source: RevenueBase Database · checked Sep 19, 2026
16	Thoroughbred Financial	Strong evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “At Thoroughbred Financial, we work with financial advisors who value independence but don’t want to do it alone.” Source: RevenueBase Database · checked Sep 19, 2026
17	D Scott Neal INC	Strong evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Strong evidence “D Scott Neal Inc is a fee-only financial planning and investment advisory business with locations in Lexington and Louisville, KY.” Source: RevenueBase Database · checked Sep 19, 2026
18	Sparks Financial Group	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Sparks Financial Group is an independent financial planning firm with offices located in Lexington and Louisville, Kentucky.” Source: RevenueBase Database · checked Sep 19, 2026
19	Kinnett Borough Financial Group	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 19, 2026
20	Bluegrass Business Advisors	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “After 40 years of serving owners with buying and selling businesses, Bluegrass Business Advisors (formerly operating as The Pulliam Company) continues to help hundreds of business…” Source: RevenueBase Database · checked Sep 19, 2026
21	R.L. Brown Wealth Management	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “At R.L.” Source: RevenueBase Database · checked Sep 19, 2026
22	Coromandel Wealth Strategies	Partial evidence	Lexington, MA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Coromandel Wealth Management is a fee-based financial planning firm located in Lexington, MA with clients in the Northeast and across the US.” Source: RevenueBase Database · checked Sep 19, 2026
23	Alliance Financial Planning	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Alliance Financial Planning was founded in 2014 and was formerly known as GCH Wealth Management.” Source: RevenueBase Database · checked Sep 19, 2026
24	Lifefirst Financial	Indirect evidence	Lexington, MA, United StatesHQ checked Sep 19, 2026	1-10	2 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 19, 2026
25	Powerful Legacy	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “At Powerful Legacy we are truly about our clients.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: association financial advisory firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 44 association financial advisory firms based in Lexington, United States

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Association financial advisory firms based in Lexington, United States at a glance

As of Sep 19, 2026

51.1%Verified-email coverage

8.0Average contacts per company

1-10Median size (employees)

697.7%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 44 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 association financial advisory firms, 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 “association financial advisory firms”. 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 association financial advisory firms), 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 association financial advisory firms, 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, 180 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 19, 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.

Association financial advisory firms 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 association financial advisory firms, 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 association financial advisory firms are there based in Lexington, United States?

RevenueBase identified 44 association financial advisory firms 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 association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 180 verified decision-maker contacts tracked across these 44 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 19, 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.