Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Wingate Wealth Advisors, Inc. financial advisors in Lexington, MA

Every SEC-registered investment adviser representative at a Wingate Wealth Advisors, Inc. office in Lexington, A to Z.

The short answer

12 registered advisors work at Wingate Wealth Advisors, Inc. in Lexington, out of 12 at the firm nationwide; it ranks number 2 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.

Wingate Wealth Advisors, Inc. advisors in Lexington, A to Z

Every Wingate Wealth Advisors, Inc. advisor →

Wingate Wealth Advisors, Inc. advisors in every city and state →Wingate Wealth Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Lexington

All Lexington advisors →

Hightower Advisors, LLC 17LPL Financial LLC 11Innovative Advisory Group 4Global Retirement Partners LLC 3

Questions

How many financial advisors does Wingate Wealth Advisors, Inc. have in Lexington?

12 investment adviser representatives are registered at Wingate Wealth Advisors, Inc. offices in Lexington, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.

Is Wingate Wealth Advisors, Inc. one of the largest advisor employers in Lexington?

Wingate Wealth Advisors, Inc. ranks number 2 in Lexington by registered advisors; Hightower Advisors, LLC has the most, with 17.

How do I check a Wingate Wealth Advisors, Inc. advisor in Lexington?

Each advisor below links to a profile with their registrations, exams, designations 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 Wingate Wealth Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.