AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Kentucky / Lexington, KY / Branch offices

Advisory firms with an office in Lexington, KY, headquartered elsewhere

26 investment advisory firms with a principal office outside the Lexington, KY metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.

All firms headquartered in Lexington, KY ยท How this list is built

FirmOfficeHeadquartersRegistration
A.G. Campbell Advisory, LLCLexington, KYBaltimore, MDSEC-registered investment adviser
Accurate Wealth Management, LLCLexington, KYWesley Chapel, FLSEC-registered investment adviser
Advisory Services NetworkLexington, KYAtlanta, GASEC-registered investment adviser
Assuredpartners Investment AdvisorsLexington, KYTampa, FLSEC-registered investment adviser
Atlanta Consulting Group Advisors, LLCLexington, KYAtlanta, GASEC-registered investment adviser
Benjamin F. Edwards Wealth Management, LLCLexington, KYSt. Louis, MOSEC-registered investment adviser
Blueprint Financial AdvisorsLexington, KYCharlotte, NCSEC-registered investment adviser
Bluespring Wealth Management, LLCLexington, KYAustin, TXSEC-registered investment adviser
First Kentucky Securities CorpLexington, KYLouisville, KYSEC-registered investment adviser
Fourstar Wealth Advisors, LLCLexington, KYChicago, ILSEC-registered investment adviser
Gold Coast Wealth Management, LLCLexington, KYJericho, NYSEC-registered investment adviser
Independent Advisor Alliance, LLCLexington, KYCharlotte, NCSEC-registered investment adviser
Independent Financial PartnersLexington, KYTampa, FLSEC-registered investment adviser
KPP Advisory Services LLCLexington, KYLouisville, KYSEC-registered investment adviser
MarinerLexington, KYOverland Park, KSSEC-registered investment adviser
MMA Securities LLCLexington, KYNew York, NYSEC-registered investment adviser
MWA Financial Services, Inc.Lexington, KYRock Island, ILSEC-registered investment adviser
On Investment Management CoLexington, KYCincinnati, OHSEC-registered investment adviser
Robert W. Baird & Co. IncorporatedLexington, KYMilwaukee, WISEC-registered investment adviser
Sanctuary Advisors, LLCLexington, KYMiami, FLSEC-registered investment adviser
Sound Income Strategies, LLCLexington, KYFort Lauderdale, FLSEC-registered investment adviser
Southland Equity Partners, LLC.Lexington, KYCharlottesville, VASEC-registered investment adviser
Sunbelt SecuritiesLexington, KYHouston, TXSEC-registered investment adviser
Townsend Financial PlanningLexington, KYMt. Sterling, KYSEC-registered investment adviser
Vandalia WealthLexington, KYCharleston, WVSEC-registered investment adviser
Wesbanco Securities, Inc.Versailles, KYSt Clairsville, OHSEC-registered investment adviser

Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.

Cite this page

AdvisorCensus. Advisory firms with an office in Lexington, KY, headquartered elsewhere. https://advisorcensus.com/advisors/ky/lexington/branch-offices
https://advisorcensus.com/advisors/ky/lexington/branch-offices