Retirement Plan Advisors in Jessamine County, KY
The top-ranked retirement plan advisors serving Jessamine County, KY are Spectrum Financial Alliance, Ltd., L.L.C., Asio Capital LLC and Equity Advisors Of Kentucky Inc. We list 11 retirement plan advisors serving Jessamine County, KY. 11 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Jessamine County, KY. 11 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Jessamine County
- SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.Based in KY
#2Asio Capital LLC
ASIO CAPITAL LLCServes this area from Lexington-Fayette, KY (9 mi)#3Equity Advisors Of Kentucky Inc
EQUITY ADVISORS OF KENTUCKY INCServes this area from Lexington-Fayette, KY (10 mi)#4Itrust Asset Management, LLC
ITRUST ASSET MANAGEMENT, LLCServes this area from Lexington-Fayette, KY (10 mi)#5Alpha Financial Partners LLC
ALPHA FINANCIAL PARTNERS LLCServes this area from Lexington-Fayette, KY (13 mi)#6Ballast, Inc.
BALLAST, INC.Serves this area from Lexington-Fayette, KY (13 mi)#7Abri LLC
ABRI LLCServes this area from Lexington-Fayette, KY (13 mi)#8Meridian Wealth Management, LLC
MERIDIAN WEALTH MANAGEMENT, LLCServes this area from Lexington-Fayette, KY (13 mi)#9Mcf Advisors, LLC
MCF ADVISORS, LLCServes this area from Lexington-Fayette, KY (13 mi)#10Investments & Financial Planning, LLC
INVESTMENTS & FINANCIAL PLANNING, LLCServes this area from Lexington-Fayette, KY (13 mi)
1 more providers serving this area
- Van Leeuwen Retirement & Investment Services, Richmond, KY (19 mi)
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Frequently asked questions
How many retirement plan advisors serve Jessamine County?
We list 11 retirement plan advisors serving Jessamine County, KY: 1 based there and 10 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jessamine County?
The top-ranked retirement plan advisors serving Jessamine County, KY are Spectrum Financial Alliance, Ltd., L.L.C., Asio Capital LLC, Equity Advisors Of Kentucky Inc, Itrust Asset Management, LLC and Alpha Financial Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jessamine County are verified against official records?
10 of the top 10 match an active official record: Spectrum Financial Alliance, Ltd., L.L.C. (U.S. Securities and Exchange Commission), Asio Capital LLC (U.S. Securities and Exchange Commission), Equity Advisors Of Kentucky Inc (U.S. Securities and Exchange Commission), Itrust Asset Management, LLC (U.S. Securities and Exchange Commission) and Alpha Financial Partners LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Wilmore, High Bridge, Keene