Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Lexington, United States

Name: Insurance brokers for wealth planning based in Lexington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 35 companies tracked

RevenueBase identified 35 company matches for insurance brokers for wealth planning associated with Lexington, United States as of September 2026 and tracks 267 professional contacts across them, including 107 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Lexington has 35.

This list covers company matches for insurance brokers for wealth planning 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 17, 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 17, 2026 How this list was built

35Companies

267Contacts tracked

107Verified emails

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The 25 largest insurance brokers for wealth planning based in Lexington, United States

Ranked by team size

Top 25 of 35 company matches for insurance brokers for wealth planning based in Lexington, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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 17, 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 17, 2026 · View company records in RevenueBase
2	Keystone Financial Group	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	11-50	24 contacts →
	Exact match “Keystone Financial Group (KFG) is an independent financial service organization.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Lexington Insurance Agency, INC	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “Lexington Insurance Agency was started in 1952 by Garvice D.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Cola Wealth Advisors	Exact match	Lexington, SC, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
5	Wallace Hart Capital Management	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “In these uncertain times, it’s hard to know how to make your wealth endure.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Family Financial Partners	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
7	High Knoll Wealth Advisors	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
8	Republic Financial	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	51-200	8 contacts →
	Exact match “Republic Financial \| Protecting America's Families At Republic Financial, we believe financial security is more than numbers-it’s about protecting the freedom and legacy you’ve…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Wealth Coach Of Kentucky, DBA Larry E. Botts & Associates	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Larry E.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Legacy Wealth Management Of KY	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
11	Salomon & Company	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
12	Palmetto State Insurance Agency, LLC	Exact match	Lexington, SC, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “One-size-fits-all insurance policies from big-box insurance companies leave you exposed when you least expect it.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Thoroughbred Financial	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “At Thoroughbred Financial, we work with financial advisors who value independence but don’t want to do it alone.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Asio Capital	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Asio Capital is a company based out of Lexington, KY, United States.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Renee Jackson Insurance Agency	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “At Renee Jackson Insurance Agency, we are a local independent insurance agency serving Lexington, KY, Louisville, KY, and Central Kentucky.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	David Wealth Management Group	Exact match	Lexington, SC, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “As a multigenerational family team, the David Wealth Management Group pledges to remain a constant in your life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Carolina Wealth Management, LLC	Exact match	Lexington, SC, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
18	Alliance Financial Planning	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Alliance Financial Planning was founded in 2014 and was formerly known as GCH Wealth Management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Arras Wealth Management	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Trusted Advocates & Stewards of Wealth You work hard and deserve a partner you can trust to protect and grow your assets.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Wilson Advisory Group	Exact match	Lexington, MA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Wilson Advisory Group - Your Trusted Insurance Partner Medicare \| Healthcare \| Life Insurance \| Annuities Wilson Advisory Group is a family-owned insurance business committed to…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Pulse Wealth	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Pulse Wealth is dedicated to transforming your medical sales career into wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Freeman Insurance Services	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Freeman Insurance Services is a boutique Employee Benefits Insurance Brokerage specializing in helping small businesses navigate the often complicated world of employee benefits.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Powerful Legacy	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “At Powerful Legacy we are truly about our clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Consort Financial Partners	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “At Consort Financial Partners, we specialize in helping you grow, protect, and preserve your wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Riskdesk	Exact match	Lexington, KY, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “RiskDesk is a specialist insurance broker focused on professional service firms and their insurance requirements.” Recorded in the RevenueBase company graph · Sep 17, 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 “insurance brokers for wealth planning”. 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 25 of 35 insurance brokers for wealth planning based in Lexington, United States

See the full list, filter by size, metro and specialty, and access 107 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokers for wealth planning based in Lexington, United States at a glance

As of Sep 17, 2026

40.1%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

Sep 17, 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 35 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 “insurance brokers for wealth planning” 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 107 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 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Lexington, United States?

RevenueBase identified 35 company matches for insurance brokers for wealth planning 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Lexington has 35.

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 107 professional contacts with verified work emails tracked across these 35 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 17, 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.