Top Financial Advisors in Lexington, Massachusetts
Finding the right financial advisor in Lexington is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lexington, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lexington, MA.
Find the Best Financial Advisor Firms in Lexington:
WINGATE WEALTH ADVISORS, INC.
CRD#: 105012
Address: 450 Bedford Street, Lexington, MA 02420-1547
Clients: 338
Average Clients per Advisor: 24
AUM: $ 1.1B
BICKLING FINANCIAL SERVICES, INC.
CRD#: 128544
Address: 35 Bedford Street Suite 15, Lexington, MA 02420
Clients: 607
Average Clients per Advisor: 121
AUM: $ 735M
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
CRD#: 108030
Address: 114 Waltham Street Suite 22, Lexington, MA 02421
Clients: 191
Average Clients per Advisor: 38
AUM: $ 421M
ALTSCHULER FINANCIAL SERVICES
CRD#: 130004
Address: 594 Marrett Road, Suite 13, Lexington, MA 02421
Clients: 88
Average Clients per Advisor: 44
AUM: $ 210M
MORTON WEALTH ADVISORS
CRD#: 142912
Address: 5 Militia Drive Suite 2, Lexington, MA 02421
Clients: 71
Average Clients per Advisor: 35
AUM: $ 185M
OUELLETTE WEALTH ADVISORY LLC
CRD#: 289242
Address: 35 Bedford St, Suite 14, Lexington, MA 02420
Clients: 125
Average Clients per Advisor: 62
AUM: $ 149M
How We Chose the Top Financial Advisors in Lexington, Massachusetts
To create this list of top financial advisor firms in Lexington, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lexington has to offer.
Search Financial Advisors in Lexington, Massachusetts
John Donnelly Curtin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Todd Howard Leo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lisa Fitzgerald Lewis
Registered Affiliation(s):MORGAN STANLEY
Matthew Ronan Reilly
Registered Affiliation(s):MORGAN STANLEY
Justin M King
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Linda Joy Hoffman
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Edward Michael Pitts
Registered Affiliation(s):RICHARDSON FINANCIAL SERVICES
Gregg Helbock
Registered Affiliation(s):EDWARD JONES
Kelly Diane Fox
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Richard Michael Carr
Registered Affiliation(s):CARR FINANCIAL GROUP
Robert William Lancaster
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Edward Christopher Burke
Registered Affiliation(s):LPL FINANCIAL LLC
Dean Michael Cicone
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jeanine Marie Garcia
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Brian Thomas Becker
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Timothy Brackett Nash
Registered Affiliation(s):AEQUITAS INVESTMENT ADVISORS, LLC
H Robert Haberman
Registered Affiliation(s):SANTANDER SECURITIES LLC
Neil Mehra
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Moira C. Moran
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Ronald Richard Auriemma
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
David Gerard Walsh
Registered Affiliation(s):HORNOR, TOWNSEND & KENT, LLC
James Michael Lorenz
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Catherine Derby Burgess
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Suzanne Shortlidge Newhall
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
