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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lexington, MA

Every SEC-registered investment adviser representative at a firm office in Lexington, with the firms that employ the most of them.

69 registered advisors work in Lexington; the most are at Hightower Advisors, LLC (17). 25 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Lexington

FirmAdvisors in Lexington
Hightower Advisors, LLC news17
Wingate Wealth Advisors, Inc.12
LPL Financial LLC news9
Innovative Advisory Group5
Battle Green Advisors2
Bts Asset Management, Inc.2
Cetera Investment Advisers LLC news2
Global Retirement Partners LLC2
Astoria Portfolio Advisors LLC1
Citizens Securities, Inc.1
Commonwealth Financial Network news1
Farther news1
Freya Financial Services1
Harder Management Company, Inc.1
Harvard Square Financial Planning1
J.P. Morgan Securities LLC news1
Kcm1
Osaic Wealth, Inc. news1
Ouellette Wealth Advisory LLC1
P2, LLC1
Philip J. Sagan Financial Consulting, Inc.1
Raymond James Financial Services Advisors, Inc. news1
Santander Securities LLC1
Simpson Investment Counsel1
Street Smart Financial, LLC1

Advisors in Lexington, A to Z

CFP advisors in Lexington →

Other cities in Massachusetts

All of Massachusetts →

Boston 3,833Waltham 477Wellesley 415Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Wakefield 124Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84

Questions

How many financial advisors are in Lexington, MA?

69 investment adviser representatives are registered at firm offices in Lexington, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 25 list the CFP designation.

Which firm has the most financial advisors in Lexington?

Hightower Advisors, LLC, with 17 registered advisors in Lexington, followed by Wingate Wealth Advisors, Inc. with 12.

How do I check a financial advisor in Lexington?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.