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Financial Advisors in Nicholasville, KY: 2026 rankings

91 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Nicholasville: Spectrum Financial Alliance, RFA Score 76/100; 4.9★ from 91 Google reviews.

  2. 42

    Most-reviewed: Lex Lending, 299 Google reviews at 4.9★, the most of 91 ranked; ranked #42.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

91 Nicholasville financial advisors are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 91 rated firms.

Top 10 financial advisors in Nicholasville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Nicholasville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Spectrum Financial Alliance764.9★ (91)NicholasvilleTop score
2ABRI745.0★ (124)Lexington, 12 mi away—
3Edward Jones - Financial Advisor: Daniel B Van Horn745.0★ (33)Nicholasville—
4Merrill Lynch Financial Advisor Julio Levisohn725.0★ (52)Lexington, 12 mi away—
5Edward Jones - Financial Advisor: Steve Gross, CEPA®|ABFP®715.0★ (13)Nicholasville—
6Lexington Financial715.0★ (45)Lexington, 13 mi away—
7Consort Financial Partners, LLC715.0★ (27)Lexington, 10 mi away—
8Succession Wealth Planning715.0★ (26)Lexington, 10 mi away—
9Gary Murphy - Edelman Financial Engines705.0★ (23)Lexington, 9 mi away—
10αlpha Financial Partners704.9★ (31)Lexington, 12 mi away—

All 91 financial advisors in Nicholasville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 ABRI

    Based in Lexington, 12 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 124 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 124 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    333 E Short St Ste 220, Lexington, KY 40507
    View profile for ABRI(859) 242-5040

  6. #6 Lexington Financial

    Based in Lexington, 13 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1792 Alysheba Way #100, Lexington, KY 40509
    View profile for Lexington Financial(859) 967-4663

  11. #11 Dupree Financial Group

    Based in Lexington, 12 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    237 E Main St, Lexington, KY 40507
    View profile for Dupree Financial Group(859) 233-0400

  13. #13 Legacy Wealth Management

    Based in Lexington, 10 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    2257 Harrodsburg Rd, Lexington, KY 40504
    View profile for Legacy Wealth Management(859) 296-1200

  17. #17 ProActive Advisors

    Based in Lexington, 11 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.7★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    836 Euclid Ave #306, Lexington, KY 40502
    View profile for ProActive Advisors(859) 263-8500

  23. #23 PonyPay

    Based in Danville, 20 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Sat 8 AM–5 PM · Sun closed
    Address
    430 W Main St Ste 100, Danville, KY 40422
    View profile for PonyPay(800) 683-0269

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 91 ranked financial advisors here; the rest are on their profiles.

financial advisors in Nicholasville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sparks Financial Group694.9★ (19)14 mi
27Envisage Wealth Advisors685.0★ (11)10 mi
28VFG Wealth Management & Benefit Solutions684.9★ (12)11 mi
29Apprisen685.0★ (10)10 mi
30Strategic Wealth Designers685.0★ (13)13 mi
31MCF Advisors - Lexington684.9★ (12)12 mi
32Money Concepts - Jennifer Quillen685.0★ (7)8 mi
33Harris Federal Financial Advisors685.0★ (7)8 mi
34Fidelity Investments675.0★ (6)8 mi
35Keystone Financial Group674.2★ (10)8 mi
36Edward Jones - Financial Advisor: Dawn M Nelson, CFP®|ChFC®675.0★ (6)8 mi
37Edward Jones - Financial Advisor: Jonathan A Millay675.0★ (6)8 mi
38Edward Jones - Financial Advisor: Audrey Back, CFP®675.0★ (8)11 mi
39Family Wealth Group / FWG Investments674.6★ (12)13 mi
40Wheeler Financial Solutions675.0★ (5)8 mi
41Thrivent - Inspired Wealth Advisors675.0★ (5)9 mi
42Lex Lending674.9★ (299)8 mi
43Community Trust Bank674.2★ (13)12 mi
44Edward Jones - Financial Advisor: Allen E Dummitt675.0★ (4)8 mi
45Bluespring Wealth – River Valley675.0★ (5)10 mi
46American Trust Wealth675.0★ (5)10 mi
47JT Davis Asset Management674.5★ (8)12 mi
48Charles Schwab663.6★ (5)7 mi
49Edward Jones - Financial Advisor: Jeff Moore, CFP®|CEPA®|RICP®|AAMS®|CRPC™665.0★ (4)9 mi
50High Knoll Wealth Advisors665.0★ (6)12 mi

Also serving Nicholasville

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Nicholasville
BusinessGoogle ratingDistance
Accurate Advisory Group - Kentucky5.0★ (2)8 mi
Ballast, Inc.5.0★ (2)12 mi
Blacksummit Financial Group, Inc.In Nicholasville
Bluegrass Investment Company5.0★ (2)10 mi
Community Trust Wealth & Trust Management5.0★ (2)12 mi
Edward Jones - Financial Advisor: Ben Roscoe5.0★ (2)8 mi
Edward Jones - Financial Advisor: Elizabeth Cawood, CFP®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Kacey GrossIn Nicholasville
Edward Jones - Financial Advisor: Mark A Telfer, CFP®|AAMS®5.0★ (2)11 mi
Edward Jones - Financial Advisor: Matthew V Roth, CFP®, CRPC™5.0★ (1)In Nicholasville
Elkhorn Private Wealth5.0★ (2)9 mi
Libby J Slusher: Primerica - Financial ServicesIn Nicholasville
Merrill Lynch Financial Advisor Richard Corbett5.0★ (2)12 mi
Morgan Stanley Financial Advisors5.0★ (2)12 mi
Pillar Consulting, Inc.5.0★ (1)In Nicholasville
Richard Noonan - Raymond James3.0★ (2)12 mi
Russell Capital Management5.0★ (2)12 mi
TIAA Financial Services3.5★ (2)10 mi
Townsend Financial Planning5.0★ (2)12 mi
WestPoint Financial Group3.0★ (2)10 mi

How we ranked Nicholasville financial advisors

We scored 91 Nicholasville financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Nicholasville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Nicholasville: frequently asked questions

Which financial advisor has the highest RFA Score in Nicholasville?

By RFA Score, the highest-ranked financial advisor in Nicholasville, KY is Spectrum Financial Alliance with an RFA Score of 76/100. It has 4.9★ from 91 Google reviews. ABRI (#2) and Edward Jones - Financial Advisor: Daniel B Van Horn (#3) follow. We ranked 91 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Nicholasville?

RankedFinancialAdvisors ranks 91 financial advisors serving Nicholasville, KY. 5 of them are based in Nicholasville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Nicholasville work on weekends?

7 of 91 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays is PonyPay (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Nicholasville financial advisors have?

The median Google rating among 91 rated financial advisors in Nicholasville is 5.0★, with a median of 8 reviews. Lex Lending has the most, 299 reviews, and ranks #42. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Nicholasville count in this ranking?

Yes, if they are within 25 mi of the Nicholasville city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Nicholasville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Nicholasville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Nicholasville

  1. November 2026: RFA Scores recalculated for 91 financial advisors serving Nicholasville.

More financial advisors and Nicholasville pages