Massachusetts · 5 advisers
Financial Advisors in Lincoln, Massachusetts
Looking for a financial advisor in Lincoln, Massachusetts? Falists indexes 5 SEC-registered and state-registered investment advisers in Lincoln — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $7.67B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$7.67B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lincoln
Ranked by AUM · Fees, team & specialties at a glance
U. S. BOSTON CAPITAL CORPORATION
Lincoln, MA
AUM
$359.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-259-1144
BTS ASSET MANAGEMENT, INC.
Lincoln, MA
AUM
$144.8M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
781-863-2545
FIDUCIARY TRUST INTERNATIONAL, LLC
Lincoln, MA
AUM
$7.67B
Team
23 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
781-274-9300
PEAR TREE ADVISORS, INC.
Lincoln, MA
AUM
$3.09B
Team
1 advisors
Clients
0
Fees
Percentage of AUM
781-259-1144
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Common questions
- How many financial advisors are in Lincoln, Massachusetts?
- 5 registered investment advisers are listed in our Lincoln directory, sourced from public SEC filings.
- What types of advisors are in Lincoln?
- 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 Lincoln?
- 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.