Company lists · Data refreshed September 2026

Top 18 Financial services consultants based in Lexington, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 27 companies tracked

RevenueBase identified 27 company matches for financial services consultants associated with Lexington, United States as of September 2026 and tracks 186 professional contacts across them, including 86 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Lexington has 27.

This list covers company matches for financial services consultants 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 16, 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 16, 2026 How this list was built

27Companies

186Contacts tracked

86Verified emails

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The 18 largest financial services consultants based in Lexington, United States

Ranked by team size

Top 18 of 27 company matches for financial services consultants based in Lexington, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	Meridian Wealth Management, LLC	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	51-200	67 contacts →
	Exact match “As an independent advisory firm, we are committed to putting our clients’ interests first.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Cola Wealth Advisors	Exact match	Lexington, SC, United StatesHQ recorded Sep 16, 2026	1-10	17 contacts →
	Exact match “Cola Wealth Advisors is a company based out of LEXINGTON, SC, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Wrenne Financial Planning LLC	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	1-10	12 contacts →
	Exact match “We are building a fresh and new financial planning firm at Wrenne Financial Planning centered around the people we serve.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Russell Capital Management	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Russell Capital Management serves as the trusted advisor and financial manager for working and retired professionals, multi-generational families, their companies and their…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	High Knoll Wealth Advisors	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
6	Wheeler Financial Solutions	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Salomon & Company	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
8	Moneywatch Advisors	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “At Moneywatch, our sole focus is you.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Onecommonwealth Financial Group	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	11-50	3 contacts →
	Exact match “At OneCommonwealth Financial Group, we utilize a distinct macro-economic process to help our clients understand financial concepts and dynamics.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	R.L. Brown Wealth Management	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “At R.L.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Coromandel Wealth Strategies	Exact match	Lexington, MA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
12	Carolina Wealth Management, LLC	Exact match	Lexington, SC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “At Carolina Wealth Management, LLC, we provide client-centered financial planning to manage and grow our clients’ wealth in every stage of life.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Finhive	Exact match	Lexington, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Finhive is a Massachusetts based company with a mission to build personal financial capability as a core strength of communities and business (SME)s.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Lifefirst Financial	Exact match	Lexington, MA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
15	Powerful Legacy	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “At Powerful Legacy we are truly about our clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Seacure Advisors	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “At SeaCure Advisors, our mission is to help people understand their unique financial picture, enjoy the wealth they have created, and create a plan that ensures security through…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Vermillion Private Wealth	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Innovation-Focused Investment Management & Modern Financial Planning This page is a publication of Vermillion Private Wealth.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Oberlander Fiancial Services, Pllc	Exact match	Lexington, KY, United StatesHQ recorded Sep 16, 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 16, 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 “financial services consultants”. 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 18 of 27 financial services consultants based in Lexington, United States

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Financial services consultants based in Lexington, United States at a glance

As of Sep 16, 2026

46.2%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

Sep 16, 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 27 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 “financial services consultants” 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 86 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 16, 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.

Financial services consultants 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 “financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Lexington, United States?

RevenueBase identified 27 company matches for financial services consultants 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?

Meridian Wealth Management, LLC 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 financial services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Lexington has 27.

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 86 professional contacts with verified work emails tracked across these 27 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 16, 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.