Company lists · Data refreshed September 2026

Top 25 Goal-based investment advisors based in Lexington, United States

Name: Goal-based investment advisors 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 67 companies tracked

RevenueBase identified 67 goal-based investment advisors headquartered in Lexington, United States as of September 2026 and tracks 649 professional contacts across them, including 337 with verified work emails. New York is the largest hub.

This list covers goal-based investment advisors 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

67Companies

649Contacts tracked

337Verified emails

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The 25 largest goal-based investment advisors based in Lexington, United States

Ranked by team size

Top 25 of 67 goal-based investment advisors 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 goal-based investment advisors: 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	American Trust Retirement	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	201-500	148 contacts →
	Indirect evidence “Our firm was founded by hard-working, forward-thinking entrepreneurs truly embodying the American spirit.” Source: RevenueBase Database · checked Sep 19, 2026
2	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
3	MCF	Strong evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	61 contacts →
	Strong 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
4	Community Trust And Investment Company	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	51-200	30 contacts →
	Partial evidence “Community Trust and Investment Company is a subsidiary of Community Trust Bancorp, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
5	Wingate Wealth Advisors, INC	Partial evidence	Lexington, MA, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Partial evidence “Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and…” Source: RevenueBase Database · checked Sep 19, 2026
6	Keystone Financial Group	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Indirect evidence “Keystone Financial Group (KFG) is an independent financial service organization.” Source: RevenueBase Database · checked Sep 19, 2026
7	Cola Wealth Advisors	Partial evidence	Lexington, SC, United StatesHQ checked Sep 19, 2026	1-10	17 contacts →
	Partial evidence “Cola Wealth Advisors is a company based out of LEXINGTON, SC, United States.” Source: RevenueBase Database · checked Sep 19, 2026
8	Wrenne Financial Planning LLC	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect 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
9	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
10	Wallace Hart Capital Management	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “In these uncertain times, it’s hard to know how to make your wealth endure.” Source: RevenueBase Database · checked Sep 19, 2026
11	Family Financial Partners	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	10 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 19, 2026
12	Russell Capital Management	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	9 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 19, 2026
13	Αlpha Financial Partners	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	9 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 19, 2026
14	ABRI	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Abri is a fee only, fiduciary financial planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
15	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
16	Bickling Financial Services	Indirect evidence	Lexington, MA, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect 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
17	Joule Financial	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “At Joule Financial we help clients in identifying and achieving their financial goals through financial planning and focused execution.” Source: RevenueBase Database · checked Sep 19, 2026
18	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
19	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
20	Legacy Wealth Management Of KY	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect 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
21	Salomon & Company	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect 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 19, 2026
22	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
23	Acuity Wealth Advisors	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Wealth Management” Source: RevenueBase Database · checked Sep 19, 2026
24	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
25	Asio Capital	Indirect evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Asio Capital is a company based out of Lexington, KY, United States.” 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: goal-based investment advisors. 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 goal-based investment advisors.
Partial evidence: Its own public description names part of goal-based investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal-based investment advisors. 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 67 goal-based investment advisors based in Lexington, United States

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Goal-based investment advisors based in Lexington, United States at a glance

As of Sep 19, 2026

51.9%Verified-email coverage

9.7Average contacts per company

1-10Median size (employees)

635.8%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 67 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 goal-based investment advisors, 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 “goal-based investment advisors”. 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 goal-based investment advisors), 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 goal-based investment advisors, 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, 337 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.

Goal-based investment advisors 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 goal-based investment advisors, 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 goal-based investment advisors are there based in Lexington, United States?

RevenueBase identified 67 goal-based investment advisors 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?

American Trust Retirement, headquartered in Lexington, tops this list with the largest team on record.

Which city has the most goal-based investment advisors?

New York leads with 426 headquartered companies, followed by Atlanta (272) and Houston (262).

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 337 verified decision-maker contacts tracked across these 67 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.