Top financial advisors in Lexington, MA
We’ve curated a list of the best financial advisors in Lexington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$612,754,060
Number of advisors
13 advisors
| $612,754,060 | 13 advisors | |
| 2 |
Assets under management
$184,570,753
Number of advisors
2 advisors
| $184,570,753 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lexington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lexington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Bickling Financial Services, Inc.
Bickling Financial Services, Inc. is a registered investment advisor established in 1984 and based in Lexington, MA. The firm offers wealth management services to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. As a fiduciary, Bickling upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions through continuous personal client contact, offering either discretionary or non-discretionary wealth management services. Investment strategies primarily focus on long-term goals, utilizing low-cost, diversified mutual funds, ETFs, closed-end funds, and alternative investments. Bickling may also recommend individual stocks, bonds, or options contracts based on client needs. The firm may recommend redistributing investment allocations, increasing sector or asset class weightings, or employing cash positions as a hedge against market movement. Bickling does not accept or maintain custody of client funds, except for the limited authority outlined in custody agreements. The firm manages over $734 million in client assets, with fees for advisory services ranging up to 2.00% annually based on various factors. Clients may request more current information at any time. Bickling does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept proxy-voting responsibility for clients. For more information, clients can contact Bickling at (781) 862-9792 or visit www.bickling.com.
$612,754,060 under management
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersMwa Asset Management
MWA Asset Management (MWA) is a financial advisory firm based in Danvers, MA, established in 2006 by Randall Tavilla and Michael Capobianco. MWA specializes in providing advisory services, asset management, and financial planning tailored to individual client needs. The firm manages assets on a discretionary and non-discretionary basis, with a total of $254,208,364 managed on a discretionary basis as of March 24, 2025. MWA's fee structure starts at 1% of assets under management, with fees adjusted based on the scope of services provided. Clients may pay broker-dealer transaction fees for securities transactions. MWA no longer utilizes third-party investment advisors and does not charge performance-based fees. The firm serves individuals, pensions, trusts, estates, and charitable organizations, with a typical minimum account size of $500,000. MWA's investment strategies involve a customized approach based on client objectives, risk profiles, and other relevant factors. The firm uses internal and external research sources for asset management. MWA has no disciplinary events, and clients have access to the firm's Code of Ethics. The firm has discretionary authority over client accounts and does not have proxy voting authority over client securities. Client accounts and assets are held at independent broker-dealers, with quarterly account statements provided for review.
$184,570,753 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lexington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lexington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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