Company lists · Data refreshed September 2026

Top 20 Fiduciary services companies based in Lexington, United States

Name: Fiduciary services companies based in Lexington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 28 companies tracked

RevenueBase identified 28 company matches for fiduciary services companies associated with Lexington, United States as of September 2026 and tracks 273 professional contacts across them, including 115 with verified work emails. Across the United States, New York is the largest hub for this category (147 companies); Lexington has 28.

This list covers company matches for fiduciary services companies associated with Lexington, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

28Companies

273Contacts tracked

115Verified emails

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The 20 largest fiduciary services companies based in Lexington, United States

Ranked by team size

Top 20 of 28 company matches for fiduciary services companies based in Lexington, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	MCF	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	11-50	61 contacts →
	Exact match “MCF Advisors, LLC (“MCF”) is an SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Community Trust And Investment Company	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	51-200	30 contacts →
	Exact match “Community Trust and Investment Company is a subsidiary of Community Trust Bancorp, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Unified Trust	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	51-200	29 contacts →
	Exact match “American Trust, a subsidiary of EdgeCo Holdings, L.P, acquired Unified Trust Company, N.A, a national retirement plan provider and fiduciary, in October 2020.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Keystone Financial Group	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “Keystone Financial Group (KFG) is an independent financial service organization.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Family Financial Partners	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “We utilize a team approach within our office and network of professionals to meet your family’s unique planning needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Seamans Holdings	Exact match	Lexington, MA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “As our global society begins to embrace the consequences of a more environmentally and socially conscious world, we understand the importance of investing in solutions that help…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Αlpha Financial Partners	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “αlpha Financial Partners is a comprehensive financial services company headquartered in Lexington, KY, with satellite offices in Louisville, KY.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	ABRI	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Abri is a fee only, fiduciary financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	High Knoll Wealth Advisors	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “At High Knoll Wealth Advisors, we understand that the full potential of your wealth is as unique and complex as you are.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Joule Financial	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “At Joule Financial we help clients in identifying and achieving their financial goals through financial planning and focused execution.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Paragon Management	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Paragon, we build fiduciary relationships with investors-including professional athletes and entertainers-who are seeking a trusted advisor and a secure future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Legacy Wealth Management Of KY	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “At Legacy Wealth Management, we help individuals and families nationwide navigate life’s most significant financial transitions-retirement, business exits, inheritance, and legacy…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Salomon & Company	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Based in Lexington, KY, Salomon & Company is a financial services organization, serving the strategic planning needs of families and small businesses for over 38 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Kinnett Borough Financial Group	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Constant LAW Group PC	Exact match	Lexington, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Constant Law Group, PC provides legal services in the areas of estate planning, asset protection, business and exit planning, elder law, and trust and estate administration.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	R.L. Brown Wealth Management	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “At R.L.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Coromandel Wealth Strategies	Exact match	Lexington, MA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Coromandel Wealth Management is a fee-based financial planning firm located in Lexington, MA with clients in the Northeast and across the US.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Lifefirst Financial	Exact match	Lexington, MA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At LifeFirst, we believe managing your finances needs to be put into the greater context of living.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Powerful Legacy	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Powerful Legacy we are truly about our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Oberlander Fiancial Services, Pllc	Exact match	Lexington, KY, United StatesHQ recorded Sep 20, 2026	n/a	1 contacts →
	Exact match “Oberlander Fiancial Services, PLLC is a company based out of 997 Governors Ln, Lexington, Kentucky, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fiduciary services companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 20 of 28 fiduciary services companies based in Lexington, United States

See the full list, filter by size, metro and specialty, and access 115 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services companies based in Lexington, United States at a glance

As of Sep 20, 2026

42.1%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Sep 20, 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 28 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Lexington, United States whose business descriptions match “fiduciary services companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 115 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Fiduciary services companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Lexington, United States?

RevenueBase identified 28 company matches for fiduciary services companies associated with Lexington, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

MCF tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most fiduciary services companies?

New York leads the United States with 147 company records, followed by Houston (114) and San Diego (99). Lexington has 28.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 115 professional contacts with verified work emails tracked across these 28 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 SmartSearch, 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.