#1Abri LLC
ABRI LLC
Based in Lexington-Fayette, KY
Retirement Plan Advisors in Lexington-Fayette, KY
The top-ranked retirement plan advisors serving Lexington-Fayette, KY are Abri LLC, Alpha Financial Partners LLC and Asio Capital LLC. We list 11 retirement plan advisors serving Lexington-Fayette, 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 Lexington-Fayette, KY (Fayette County). 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 Lexington-Fayette
#2Alpha Financial Partners LLC
ALPHA FINANCIAL PARTNERS LLCBased in Lexington-Fayette, KY#3Asio Capital LLC
ASIO CAPITAL LLCBased in Lexington-Fayette, KY#4Ballast, Inc.
BALLAST, INC.Based in Lexington-Fayette, KY#5Equity Advisors Of Kentucky Inc
EQUITY ADVISORS OF KENTUCKY INCBased in Lexington-Fayette, KY#6Investments & Financial Planning, LLC
INVESTMENTS & FINANCIAL PLANNING, LLCBased in Lexington-Fayette, KY#7Itrust Asset Management, LLC
ITRUST ASSET MANAGEMENT, LLCBased in Lexington-Fayette, KY#8Mcf Advisors, LLC
MCF ADVISORS, LLCBased in Lexington-Fayette, KY#9Meridian Wealth Management, LLC
MERIDIAN WEALTH MANAGEMENT, LLCBased in Lexington-Fayette, KY#10Spectrum Financial Alliance, Ltd., L.L.C.
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.Serves this area from KY
1 more providers serving this area
- Van Leeuwen Retirement & Investment Services, Richmond, KY (23 mi)
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Frequently asked questions
How many retirement plan advisors serve Lexington-Fayette?
We list 11 retirement plan advisors serving Lexington-Fayette, KY: 9 based there and 2 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 Lexington-Fayette?
The top-ranked retirement plan advisors serving Lexington-Fayette, KY are Abri LLC, Alpha Financial Partners LLC, Asio Capital LLC, Ballast, Inc. and Equity Advisors Of Kentucky Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lexington-Fayette are verified against official records?
10 of the top 10 match an active official record: Abri LLC (U.S. Securities and Exchange Commission), Alpha Financial Partners LLC (U.S. Securities and Exchange Commission), Asio Capital LLC (U.S. Securities and Exchange Commission), Ballast, Inc. (U.S. Securities and Exchange Commission) and Equity Advisors Of Kentucky Inc (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 .