Company lists · Data refreshed September 2026

Top 16 Financial strategy consulting firms based in Lexington, United States

RevenueBase identified 25 financial strategy consulting firms headquartered in Lexington, United States as of September 2026 and tracks 155 professional contacts across them, including 84 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); Lexington has 25.

This list covers financial strategy consulting 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 30, 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 30, 2026 86% judged on-target in blind review
25Companies
155Contacts tracked
84Verified emails
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The 16 largest financial strategy consulting firms based in Lexington, United States

Ranked by team size
Top 16 of 25 financial strategy consulting firms based in Lexington, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLexington, KY, United StatesHQ checked Sep 30, 202651-20067 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
2Partial evidenceLexington, KY, United StatesHQ checked Sep 30, 20261-1012 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 30, 2026
3Indirect evidenceLexington, KY, United StatesHQ checked Sep 30, 20261-1010 contacts →

Indirect evidence

“We utilize a team approach within our office and network of professionals to meet your family’s unique planning needs.”

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceLexington, KY, United StatesHQ checked Sep 30, 20261-109 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 30, 2026
5Strong evidenceLexington, KY, United StatesHQ checked Sep 30, 20261-106 contacts →

Strong 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 30, 2026
6Strong evidenceLexington, KY, United StatesHQ checked Sep 30, 20261-106 contacts →

Strong evidence

“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.”

Source: RevenueBase Database · checked Sep 30, 2026
7Indirect evidenceLexington, KY, United StatesHQ checked Sep 30, 20261-105 contacts →

Indirect evidence

“At Moneywatch, our sole focus is you.”

Source: RevenueBase Database · checked Sep 30, 2026
8Partial evidenceLexington, KY, United StatesHQ checked Sep 30, 202611-503 contacts →

Partial evidence

“At OneCommonwealth Financial Group, we utilize a distinct macro-economic process to help our clients understand financial concepts and dynamics.”

Source: RevenueBase Database · checked Sep 30, 2026
9Indirect evidenceLexington, KY, United StatesHQ checked Sep 30, 202611-502 contacts →

Indirect evidence

“At R.L.”

Source: RevenueBase Database · checked Sep 30, 2026
10Partial evidenceLexington, MA, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“Finhive is a Massachusetts based company with a mission to build personal financial capability as a core strength of communities and business (SME)s.”

Source: RevenueBase Database · checked Sep 30, 2026
11Indirect evidenceLexington, MA, United StatesHQ checked Sep 30, 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 30, 2026
12Indirect evidenceLexington, KY, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
13Partial evidenceLexington, KY, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“We are a full-service financial firm committed to helping people pursue their financial goals.”

Source: RevenueBase Database · checked Sep 30, 2026
14Partial evidenceLexington, SC, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“Helping Business Owners Achieve Financial Independence thru Succession & Exit Planning, Valuation Building, Business Sales, Mergers & Acquisitions, Key Employee Reward & Retention…”

Source: RevenueBase Database · checked Sep 30, 2026
15Partial evidenceLexington, KY, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceLexington, KY, United StatesHQ checked Sep 30, 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 30, 2026

Showing 16 of 25 financial strategy consulting firms based in Lexington, United States

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Financial strategy consulting firms based in Lexington, United States at a glance

As of Sep 30, 2026
54.2%Verified-email coverage
6.2Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
2
51-200
1

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 25 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 financial strategy consulting 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 “financial strategy consulting 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 financial strategy consulting 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 financial strategy consulting 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, 84 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 30, 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.

Financial strategy consulting 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 financial strategy consulting 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 financial strategy consulting firms are there based in Lexington, United States?

RevenueBase identified 25 financial strategy consulting 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 in the United States has the most financial strategy consulting firms?

New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). Lexington has 25.

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 84 verified decision-maker contacts tracked across these 25 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 30, 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.