Company lists · Data refreshed September 2026

Top 25 Investment firms based in Lexington, United States

Name: Investment firms based in Lexington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 39 companies tracked

RevenueBase identified 39 investment firms headquartered in Lexington, United States as of September 2026 and tracks 259 professional contacts across them, including 141 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

39Companies

259Contacts tracked

141Verified emails

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The 25 largest investment firms based in Lexington, United States

Ranked by team size

Top 25 of 39 investment firms based in Lexington, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Meridian Wealth Management, LLCIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	51-200	66
	“As an independent advisory firm, we are committed to putting our clients’ interests first.” Source: company website · checked Sep 4, 2026
2	Lexington Wealth ManagementStrong evidence	Lexington, MA, United StatesHQ checked Sep 4, 2026	11-50	29
	“Please follow us here: Hightower Advisors, LLC is an SEC registered investment adviser.” Source: company website · checked Sep 4, 2026
3	Cola Wealth AdvisorsIndirect evidence	Lexington, SC, United StatesHQ checked Sep 4, 2026	1-10	17
	“Cola Wealth Advisors is a company based out of LEXINGTON, SC, United States.” Source: company website · checked Sep 4, 2026
4	Innovative Advisory GroupStrong evidence	Lexington, MA, United StatesHQ checked Sep 4, 2026	1-10	14
	“Innovative Advisory Group (IAG), an independent Registered Investment Advisory Firm, is bringing innovation to the wealth management industry by combining both traditional and…” Source: company website · checked Sep 4, 2026
5	Ballast, INCIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	11-50	11
	“Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families.” Source: company website · checked Sep 4, 2026
6	Αlpha Financial PartnersIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	10
	“αlpha Financial Partners is a comprehensive financial services company headquartered in Lexington, KY, with satellite offices in Louisville, KY.” Source: company website · checked Sep 4, 2026
7	Russell Capital ManagementIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	11-50	9
	“Russell Capital Management serves as the trusted advisor and financial manager for working and retired professionals, multi-generational families, their companies and their…” Source: company website · checked Sep 4, 2026
8	High Knoll Wealth AdvisorsIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	8
	“At High Knoll Wealth Advisors, we understand that the full potential of your wealth is as unique and complex as you are.” Source: company website · checked Sep 4, 2026
9	Wheeler Financial SolutionsIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	6
	“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: company website · checked Sep 4, 2026
10	Legacy Wealth Management Of KYIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	11-50	6
	“At Legacy Wealth Management, we help individuals and families nationwide navigate life’s most significant financial transitions-retirement, business exits, inheritance, and legacy…” Source: company website · checked Sep 4, 2026
11	Moneywatch AdvisorsIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	5
	“At Moneywatch, our sole focus is you.” Source: company website · checked Sep 4, 2026
12	Acuity Wealth AdvisorsIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	5
	“Wealth Management” Source: company website · checked Sep 4, 2026
13	D Scott Neal INCStrong evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	11-50	4
	“D Scott Neal Inc is a fee-only financial planning and investment advisory business with locations in Lexington and Louisville, KY.” Source: company website · checked Sep 4, 2026
14	Asio CapitalIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	4
	“Asio Capital is a company based out of Lexington, KY, United States.” Source: company website · checked Sep 4, 2026
15	Kinnett Borough Financial GroupIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	3
	“Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Source: company website · checked Sep 4, 2026
16	R.L. Brown Wealth ManagementIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	11-50	2
	“At R.L.” Source: company website · checked Sep 4, 2026
17	Carolina Wealth Management, LLCIndirect evidence	Lexington, SC, United StatesHQ checked Sep 4, 2026	1-10	2
	“At Carolina Wealth Management, LLC, we provide client-centered financial planning to manage and grow our clients’ wealth in every stage of life.” Source: company website · checked Sep 4, 2026
18	Lifefirst FinancialIndirect evidence	Lexington, MA, United StatesHQ checked Sep 4, 2026	1-10	2
	“At LifeFirst, we believe managing your finances needs to be put into the greater context of living.” Source: company website · checked Sep 4, 2026
19	Arras Wealth ManagementIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	2
	“Trusted Advocates & Stewards of Wealth You work hard and deserve a partner you can trust to protect and grow your assets.” Source: company website · checked Sep 4, 2026
20	Powerful LegacyIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	1
	“At Powerful Legacy we are truly about our clients.” Source: company website · checked Sep 4, 2026
21	Lexinvest Wealth AdvisorsStrong evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	1
	“LexInvest Wealth Advisors provides comprehensive wealth management solutions, investment advice and brokerage services to families and institutions.” Source: company website · checked Sep 4, 2026
22	Seacure AdvisorsIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	1
	“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: company website · checked Sep 4, 2026
23	Vermillion Private WealthStrong evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	1-10	1
	“Innovation-Focused Investment Management & Modern Financial Planning This page is a publication of Vermillion Private Wealth.” Source: company website · checked Sep 4, 2026
24	Oreana VenturesStrong evidence	Lexington, MA, United StatesHQ checked Sep 4, 2026	1-10	1
	“Investment Management” Source: company website · checked Sep 4, 2026
25	Oberlander Fiancial Services, PllcIndirect evidence	Lexington, KY, United StatesHQ checked Sep 4, 2026	n/a	1
	“Oberlander Fiancial Services, PLLC is a company based out of 997 Governors Ln, Lexington, Kentucky, United States.” Source: company website · checked Sep 4, 2026

Showing 25 of 39 investment firms based in Lexington, United States

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Investment firms based in Lexington, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Lexington, over 39 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment 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 an evidence 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, 141 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 4, 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Lexington, United States?

RevenueBase identified 39 investment 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 has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 141 verified decision-maker contacts tracked across these 39 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 4, 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.