Company lists · Data refreshed September 2026
Top 25 Investment firm recruiting companies based in Lexington, United States
RevenueBase identified 40 investment firm recruiting companies headquartered in Lexington, United States as of September 2026 and tracks 290 professional contacts across them, including 149 with verified work emails. Across the United States, New York is the largest hub for this category (1,746 companies); Lexington has 40.
This list covers investment firm recruiting companies 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 28, 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.
The 25 largest investment firm recruiting companies based in Lexington, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 67 contacts → | ||||
Indirect evidence “As an independent advisory firm, we are committed to putting our clients’ interests first.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 61 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 contacts → | ||||
Indirect evidence “Cola Wealth Advisors is a company based out of LEXINGTON, SC, United States.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Indirect evidence “In these uncertain times, it’s hard to know how to make your wealth endure.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “At Moneywatch, our sole focus is you.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “Wealth Management” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Asio Capital is a company based out of Lexington, KY, United States.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Sparks Financial Group is an independent financial planning firm with offices located in Lexington and Louisville, Kentucky.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Oculus Search Partners LLC, headquartered in Boston and extending its services across the United States, specializes in sectors like engineering, manufacturing, and information…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “As a multigenerational family team, the David Wealth Management Group pledges to remain a constant in your life.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “At R.L.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “At Carolina Wealth Management, LLC, we provide client-centered financial planning to manage and grow our clients’ wealth in every stage of life.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 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 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Being part of GRN, a Forbes Top 25 Professional Search company, we have all the benefits of a large corporation with the attention to details of a smaller search firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Trusted Advocates & Stewards of Wealth You work hard and deserve a partner you can trust to protect and grow your assets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “At Powerful Legacy we are truly about our clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Facet-Search.com is a boutique Executive Search Firm specializing in the recruitment of strategic talent for high-growth and early-stage technology companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “Investment Management” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: investment firm recruiting companies. 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 investment firm recruiting companies.
- Partial evidence
- Its own public description names part of investment firm recruiting companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment firm recruiting companies. 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 40 investment firm recruiting companies based in Lexington, United States
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Investment firm recruiting companies based in Lexington, United States at a glance
As of Sep 28, 2026Companies by employee count
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 40 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 investment firm recruiting companies, 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 “investment firm recruiting companies”. 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 investment firm recruiting companies), 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 investment firm recruiting companies, 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, 149 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 28, 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.
Investment firm recruiting companies by metro in the United States
- Investment firm recruiting companies in New York1746
- Investment firm recruiting companies in Chicago432
- Investment firm recruiting companies in Dallas358
- Investment firm recruiting companies in Los Angeles347
- Investment firm recruiting companies in Atlanta317
- Investment firm recruiting companies in Houston305
- Investment firm recruiting companies in San Francisco302
- Investment firm recruiting companies in Miami295
- Investment firm recruiting companies in Boston288
- Investment firm recruiting companies in Austin230
- Investment firm recruiting companies in San Diego189
- Investment firm recruiting companies in Denver187
- Investment firm recruiting companies in Charlotte181
- Investment firm recruiting companies in Tampa132
- Investment firm recruiting companies in Scottsdale123
- Investment firm recruiting companies in Newport Beach116
- Investment firm recruiting companies in Seattle113
- Investment firm recruiting companies in Portland110
- Investment firm recruiting companies in Minneapolis109
- Investment firm recruiting companies in Washington106
- Investment firm recruiting companies in Irvine105
- Investment firm recruiting companies in Orlando89
- Investment firm recruiting companies in Phoenix88
- Investment firm recruiting companies in Boca Raton87
- Investment firm recruiting companies in Birmingham77
- Investment firm recruiting companies in Indianapolis76
- Investment firm recruiting companies in Las Vegas76
- Investment firm recruiting companies in New York City75
- Investment firm recruiting companies in Omaha75
- Investment firm recruiting companies in Nashville74
- Investment firm recruiting companies in Pittsburgh73
- Investment firm recruiting companies in Cincinnati71
- Investment firm recruiting companies in Overland Park71
- Investment firm recruiting companies in Raleigh70
- Investment firm recruiting companies in Richmond65
- Investment firm recruiting companies in San Antonio65
- Investment firm recruiting companies in Wilmington64
- Investment firm recruiting companies in Columbus62
- Investment firm recruiting companies in Stamford61
- Investment firm recruiting companies in Philadelphia60
- Investment firm recruiting companies in Salt Lake City60
- Investment firm recruiting companies in Greenville59
- Investment firm recruiting companies in Sarasota59
- Investment firm recruiting companies in Fort Lauderdale57
- Investment firm recruiting companies in Fort Worth57
- Investment firm recruiting companies in Naples56
- Investment firm recruiting companies in Santa Monica53
- Investment firm recruiting companies in Bellevue51
- Investment firm recruiting companies in Grand Rapids50
- Investment firm recruiting companies in Rochester50
- Investment firm recruiting companies in Baltimore48
- Investment firm recruiting companies in Beverly Hills48
- Investment firm recruiting companies in Cleveland48
- Investment firm recruiting companies in Columbia48
- Investment firm recruiting companies in Pasadena47
- Investment firm recruiting companies in Jacksonville46
- Investment firm recruiting companies in Plano45
- Investment firm recruiting companies in Greenwood Village44
- Investment firm recruiting companies in Louisville44
- Investment firm recruiting companies in Tulsa44
- Investment firm recruiting companies in Alpharetta43
- Investment firm recruiting companies in Madison43
- Investment firm recruiting companies in Palo Alto43
- Investment firm recruiting companies in Tucson43
- Investment firm recruiting companies in Bethesda42
- Investment firm recruiting companies in West Palm Beach41
- Investment firm recruiting companies in Westport41
- Investment firm recruiting companies in Charleston40
- Investment firm recruiting companies in Coral Gables39
- Investment firm recruiting companies in Springfield39
- Investment firm recruiting companies in Boulder38
- Investment firm recruiting companies in Memphis38
- Investment firm recruiting companies in Kansas City36
- Investment firm recruiting companies in Milwaukee36
- Investment firm recruiting companies in Oklahoma City36
- Investment firm recruiting companies in Arlington35
- Investment firm recruiting companies in San Jose35
- Investment firm recruiting companies in Brentwood34
- Investment firm recruiting companies in Boise33
- Investment firm recruiting companies in Troy33
- Investment firm recruiting companies in Walnut Creek33
- Investment firm recruiting companies in Bloomfield Hills32
- Investment firm recruiting companies in Frisco32
- Investment firm recruiting companies in Lake Oswego32
- Investment firm recruiting companies in Sacramento31
- Investment firm recruiting companies in Virginia Beach31
- Investment firm recruiting companies in Colorado Springs30
- Investment firm recruiting companies in Honolulu30
- Investment firm recruiting companies in Mclean30
- Investment firm recruiting companies in St Louis30
- Investment firm recruiting companies in Alexandria29
- Investment firm recruiting companies in Carmel29
- Investment firm recruiting companies in Jersey City29
- Investment firm recruiting companies in Red Bank29
- Investment firm recruiting companies in Lafayette28
- Investment firm recruiting companies in Princeton28
- Investment firm recruiting companies in Santa Barbara28
- Investment firm recruiting companies in Chattanooga27
- Investment firm recruiting companies in Franklin27
- Investment firm recruiting companies in Wayne27
- Investment firm recruiting companies in Albuquerque26
- Investment firm recruiting companies in Greensboro26
- Investment firm recruiting companies in La Jolla26
- Investment firm recruiting companies in Melville26
- Investment firm recruiting companies in Miami Beach26
- Investment firm recruiting companies in Palm Beach Gardens26
- Investment firm recruiting companies in Reston26
- Investment firm recruiting companies in Winter Park26
- Investment firm recruiting companies in Baton Rouge25
- Investment firm recruiting companies in Naperville25
- Investment firm recruiting companies in West Des Moines25
- Investment firm recruiting companies in Westlake Village25
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 investment firm recruiting companies, 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 investment firm recruiting companies are there based in Lexington, United States?
RevenueBase identified 40 investment firm recruiting companies 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 investment firm recruiting companies?
New York leads the United States with 1,746 headquartered companies, followed by Chicago (432) and Dallas (358). Lexington has 40.
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 149 verified decision-maker contacts tracked across these 40 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 40 investment firm recruiting companies based in Lexington, United States. Start with a free account, no credit card.
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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.
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