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 Francis Buckley
Registered Affiliation(s):CAPTRUST
Selene Lynn Casoli
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kristen N Shutt
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Sean O'connell Armstrong
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Dianne Hissem Willier
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Patrick Sean Mcclanahan
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Cynthia Anne Romagnolo
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Matthew Ethan Estep
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Richard Joseph Straub
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Benjamin Phillip Pruett
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael James Gunnar
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Todd Matthew Gaertner
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Clive Todd Orgill
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Brian David White
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Robert Brightbill Koch
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Darci Lynn Crawford
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Stacy Travis Baldree
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Christine M Marshall
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Byron Lee Bendixsen
Registered Affiliation(s):STRATEGIC ADVISERS LLC
M. Trent Norman
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Patricia Ann Meland
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Catherine Eleanor Ellis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Thompson
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
David Roben Javaheri
Registered Affiliation(s):MORGAN STANLEY
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.
