How many financial advisors are in Lexington, Massachusetts?

Falists lists 7 registered investment advisers with a principal office or filing address in Lexington, Massachusetts, based on public SEC IAPD data.

How do financial advisors in Lexington charge fees?

Fee structures vary by firm. In Lexington, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Lexington?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Massachusetts · 7 advisers

Financial Advisors in Lexington, Massachusetts

Looking for a financial advisor in Lexington, Massachusetts? Falists indexes 7 SEC-registered and state-registered investment advisers in Lexington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $1.42B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.42B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement1 Institutional1

Top advisors in Lexington

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

WINGATE WEALTH ADVISORS, INC.

Lexington, MA

AUM

$1.42B

Financial PlanningWealth MgmtTrusts & Estates

Team

15 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

781-862-7100

Full profile Visit site →

OUELLETTE WEALTH ADVISORY LLC

Lexington, MA

AUM

$274.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

781-861-0766

Full profile Visit site →

INNOVATIVE ADVISORY GROUP

Lexington, MA

AUM

$194.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

9 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

781-577-2782

Full profile Visit site →

STREET SMART FINANCIAL, LLC

Lexington, MA

AUM

$58.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

781-860-7878

Full profile Visit site →

FORTUNATUS CAPITAL LLC

Lexington, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-642-8145

Full profile Visit site →

STRAIGHTPOINT CAPITAL LLC

Lexington, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

781-209-5878

Full profile Visit site →

SIMPSON INVESTMENT COUNSEL

Lexington, MA

AUM

$17.6M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

781-863-0250

Full profileNo website

More cities in Massachusetts

Boston (512)Cambridge (66)Wellesley (29)Waltham (26)Newton (25)Needham (21)Braintree (19)Burlington (16)Hingham (14)Andover (13)Concord (11)Framingham (11)

Common questions

How many financial advisors are in Lexington, Massachusetts?: 7 registered investment advisers are listed in our Lexington directory, sourced from public SEC filings.
What types of advisors are in Lexington?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Lexington?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.