Skip to content

Financial Advisors in Winchester, KY: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Winchester: ABRI, RFA Score 73/100; 5.0★ from 124 Google reviews.

  2. 49

    Most-reviewed: Lex Lending, 299 Google reviews at 4.9★, the most of 80 ranked; ranked #49.

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

80 Winchester financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 80 rated firms.

Top 10 financial advisors in Winchester 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 Winchester at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1ABRI735.0★ (124)Lexington, 17 mi awayTop score
2Lexington Financial715.0★ (45)Lexington, 13 mi away—
3Edward Jones - Financial Advisor: Chad Abner, CRPC™715.0★ (11)Winchester—
4Merrill Lynch Financial Advisor Julio Levisohn705.0★ (52)Lexington, 18 mi away—
5Spectrum Financial Alliance704.9★ (91)Nicholasville, 23 mi away—
6Edward Jones - Financial Advisor: Mollye H Raney, AAMS®695.0★ (4)Winchester—
7Family Financial Partners695.0★ (17)Lexington, 13 mi away—
8Wallace Hart Capital Management695.0★ (17)Lexington, 13 mi away—
9αlpha Financial Partners694.9★ (31)Lexington, 18 mi away—
10Dupree Financial Group685.0★ (25)Lexington, 18 mi away—

All 80 financial advisors in Winchester, 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.

  1. Ranked #1 in Winchester

    #1 ABRI

    Based in Lexington, 17 mi away

    73/100RFA Score

    Ranked #1 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

  2. #2 Lexington Financial

    Based in Lexington, 13 mi away

    71/100RFA Score

    Ranked #2 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

  10. #10 Dupree Financial Group

    Based in Lexington, 18 mi away

    68/100RFA Score

    Ranked #10 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

  11. #11 Sparks Financial Group

    Based in Lexington, 14 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2285 Executive Dr #310, Lexington, KY 40505
    View profile for Sparks Financial Group(859) 273-1368

  17. #17 ProActive Advisors

    Based in Lexington, 17 mi away

    68/100RFA 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

  25. #25 Legacy Wealth Management

    Based in Lexington, 20 mi away

    67/100RFA Score

    Ranked #25 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

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 80 ranked financial advisors here; the rest are on their profiles.

financial advisors in Winchester, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Williams Tax & Financial Services674.2★ (37)18 mi
27Bright Financial Planning665.0★ (15)20 mi
28MCF Advisors - Lexington664.9★ (12)18 mi
29Edward Jones - Financial Advisor: Audrey Back, CFP®665.0★ (8)17 mi
30Envisage Wealth Advisors655.0★ (11)21 mi
31Edelman Financial Engines655.0★ (11)21 mi
32Seals Financial Planning & Investments654.7★ (12)20 mi
33Edward Jones - Financial Advisor: Steve Gross, CEPA®|ABFP®655.0★ (13)23 mi
34Apprisen655.0★ (10)20 mi
35Community Trust Bank654.2★ (13)18 mi
36Western & Southern Life654.0★ (7)14 mi
37Five Star Life and Wealth655.0★ (4)13 mi
38JT Davis Asset Management654.5★ (8)17 mi
39Money Concepts - Jennifer Quillen655.0★ (7)19 mi
40High Knoll Wealth Advisors655.0★ (6)18 mi
41Harris Federal Financial Advisors655.0★ (7)20 mi
42Wealth Management of Kentucky653.9★ (11)17 mi
43Edward Jones - Financial Advisor: Brett T Trusty655.0★ (3)13 mi
44Alliance Financial Planning655.0★ (3)14 mi
45Fidelity Investments655.0★ (6)19 mi
46Edward Jones - Financial Advisor: Jonathan A Millay655.0★ (6)19 mi
47Keystone Financial Group644.2★ (10)20 mi
48Edward Jones - Financial Advisor: Dawn M Nelson, CFP®|ChFC®645.0★ (6)19 mi
49Lex Lending644.9★ (299)19 mi
50WealthSouth Wealth Management Kentucky645.0★ (4)17 mi

Also serving Winchester

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 Winchester
BusinessGoogle ratingDistance
Accurate Advisory Group - Kentucky5.0★ (2)20 mi
Ballast, Inc.5.0★ (2)17 mi
Charles Schwab5.0★ (2)14 mi
Community Trust Wealth & Trust Management5.0★ (2)18 mi
Edward JonesIn Winchester
Edward Jones5.0★ (2)17 mi
Edward Jones - Financial Advisor: Anthony KerseyIn Winchester
Edward Jones - Financial Advisor: Ben Roscoe5.0★ (2)20 mi
Edward Jones - Financial Advisor: Carmack D Kersey, AAMS®3.0★ (2)In Winchester
Edward Jones - Financial Advisor: Elizabeth Cawood, CFP®5.0★ (2)16 mi
Edward Jones - Financial Advisor: Mark A Telfer, CFP®|AAMS®5.0★ (2)15 mi
Edward Jones - Moore Wealth Management Group5.0★ (2)17 mi
Merrill Lynch Financial Advisor Richard Corbett5.0★ (2)18 mi
Morgan Stanley Financial Advisors5.0★ (2)17 mi
Rachel Hooker - Thrivent5.0★ (2)18 mi
Raymond James Financial ServicesIn Winchester
Richard Noonan - Raymond James3.0★ (2)17 mi
Russell Capital Management5.0★ (2)17 mi
TIAA Financial Services3.5★ (2)20 mi
Townsend Financial Planning5.0★ (2)17 mi

How we ranked Winchester financial advisors

We scored 80 Winchester 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 Winchester 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 Winchester: frequently asked questions

Which financial advisor has the highest RFA Score in Winchester?

By RFA Score, the highest-ranked financial advisor in Winchester, KY is ABRI with an RFA Score of 73/100. It has 5.0★ from 124 Google reviews. Lexington Financial (#2) and Edward Jones - Financial Advisor: Chad Abner, CRPC™ (#3) follow. We ranked 80 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Winchester?

RankedFinancialAdvisors ranks 80 financial advisors serving Winchester, KY. 2 of them are based in Winchester; 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 Winchester work on weekends?

5 of 80 ranked financial advisors post Saturday hours and 4 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Winchester financial advisors have?

The median Google rating among 80 rated financial advisors in Winchester is 5.0★, with a median of 10 reviews. Lex Lending has the most, 299 reviews, and ranks #49. 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 Winchester count in this ranking?

Yes, if they are within 25 mi of the Winchester 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 Winchester 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 Winchester 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 Winchester

  1. November 2026: RFA Scores recalculated for 80 financial advisors serving Winchester.

More financial advisors and Winchester pages