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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lincoln, MA

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

30 registered advisors work in Lincoln; the most are at Fiduciary Trust International, LLC (13). 2 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Lincoln

FirmAdvisors in Lincoln
Fiduciary Trust International, LLC13
Bts Asset Management, Inc.5
Robertson Stephens3
Pear Tree Advisors, Inc.2
Powerhouse Assets LLC2
U. S. Boston Capital Corporation2
Cambridge Investment Research Advisors, Inc. news1
Clean Yield Asset Management1
Shanti Capital LLC1

Advisors in Lincoln, A to Z

CFP advisors in Lincoln →

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 Lincoln, MA?

30 investment adviser representatives are registered at firm offices in Lincoln, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Lincoln?

Fiduciary Trust International, LLC, with 13 registered advisors in Lincoln, followed by Bts Asset Management, Inc. with 5.

How do I check a financial advisor in Lincoln?

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.