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Find The 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. FinancialAdvisor.net give you extensive options to compare best advisors in Lexington & pick the one as per your needs

How To Find The Best Financial Advisors in Lexington , Massachusetts

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Lexington, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 4 non-vetted financial advisors in Lexington, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lexington, Massachusetts have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Lexington , Massachusetts

advisor

Savant Wealth Management

Savant Wealth Management

call781-235-7550

advisor

Robert Capone

Engineered Wealth Solutions

call978-420-4015

advisor

Jordan Cohne

Clarity Wealth Advisors

call508-219-0301

Top Financial Advisor Firms in Lexington, Massachusetts(Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
WINGATE WEALTH ADVISORS, INC.
450 Bedford Street,
Lexington, MA, 02420-1547
105012 $1,213,959,144 2810 A percentage of AUM, Fixed fees
OUELLETTE WEALTH ADVISORY LLC
35 Bedford St, Suite 16
Lexington, MA, 02420
289242 $220,716,612 714 A percentage of AUM, Hourly charges, Fixed fees
INNOVATIVE ADVISORY GROUP
394 Lowell Street, Suite 8,
Lexington, MA, 02420
146618 $129,000,000 782 A percentage of AUM, Hourly charges, Fixed fees
SEAMANS CAPITAL MANAGEMENT, LLC
80 Hayden Ave Suite 110,
Lexington, MA, 02421
118404 $113,895,911 42 A percentage of AUM, Performance Based

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