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Find Best Financial Advisors in Lexington, Massachusetts

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Lexington is a tedious task to do. give you extensive options to compare best advisors in Lexington & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Lexington?

Looking for a qualified financial advisor in Lexington? We can help you by narrowing down your options & listing the best financial advisors in Lexington as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Lexington near you with the list of certified and vetted Lexington financial advisors.

List of Qualified Financial Advisors in Lexington, Massachusetts


Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803



Mike Meuse

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459



Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110



Rich Testa

Testa Associates

181 Worcester Street

Natick, MA 01760



Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985



Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035



Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609



Ronald Newton

Edelman Financial Engines, LLC

1485 South County Trail,
Suite 101

East Greenwich, RI 02818


Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
450 Bedford Street, Lexington, MA 02420-1547
105012 $1,125,735,193 2749 A percentage of AUM
Hourly charges
Fixed fees
35 Bedford Street, Suite 15 Lexington, MA 2420
128544 $939,688,659 3781 A percentage of AUM
Hourly charges
Fixed fees
420 Bedford Street, Suite 340 Lexington, MA 2420
105215 $613,272,735 2215 A percentage of AUM
114 Waltham Street, Suite 22 Lexington, MA 2421
108030 $452,472,833 815 A percentage of AUM
Hourly charges
Fixed fees
594 Marrett Road, Suite 13, Lexington, MA 2421
130004 $209,621,538 158 A percentage of AUM
Hourly charges
Fixed fees
5 Militia Drive, Suite 2 Lexington, MA 2421
142912 $192,486,282 339 A percentage of AUM
Fixed fees
Commision Based
35 Bedford St,, Suite 14 Lexington, MA 2420
289242 $163,639,741 545 A percentage of AUM
Hourly charges
Fixed fees
394 Lowell Street, Suite 8, Lexington, MA 2420
146618 $136,500,000 824 A percentage of AUM
Hourly charges
Fixed fees
80 Hayden Ave Suite 110, Lexington, MA 2421
118404 $88,397,659 28 A percentage of AUM
Performance Based

Additional Financial Advisors in Massachusetts

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
CarrThaxton Financial Group
Inquire with CarrThaxton
420 Bedford Street, Suite 330 Lexington, MA 02420 781-861-9700
Tonry Insurance Group Inc.
Inquire with Tonry
238 Bedford St, Ste 3 Lexington, MA 02420 617-773-9200
Jared Brock
Inquire with Jared
1776 Massachusetts Ave, Lexington, MA 02420 781-676-6686
Neerja Kalloo
Inquire with Neerja
1776 Massachusetts Ave, Lexington, MA 02420 781-680-0130
SMB Financial Strategies
Inquire with SMB
1666 Massachusetts Avenue, Suite 2 Lexington, MA 02420 781-863-5800
First Command Financial Advisor - Robert Avakian-CLOSED
Inquire with First
5 Militia Dr, Lexington, MA 02420 781-863-1100
Jennifer Votano
Inquire with Jennifer
1776 Massachusetts Ave, Lexington, MA 02420 617-850-1926
Edward Jones
Inquire with Edward
442 Marrett Rd, Suite 2 Lexington, MA 02421 781-860-8809
Carlos Garcia
Inquire with Carlos
1776 Massachusetts Ave, Lexington, MA 02420 833-373-1955
Amy Gordon
Inquire with Amy
1776 Massachusetts Ave, Lexington, MA 02420 781-676-6655

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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