City
Wealth management firms in Lexington, Massachusetts
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Lexington, Massachusetts reported $2.0 billion in regulatory assets under management; the largest by assets was Wingate Wealth Advisors, Inc., with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $2.0 billion
- Average per firm
- $201.2 million
- SEC-registered, of those listed
- 3 of 10 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wingate Wealth Advisors, Inc. | SEC | $1.4 billion | 2,802 |
| 2 | Ouellette Wealth Advisory LLC | SEC | $274.4 million | 763 |
| 3 | Innovative Advisory Group | SEC | $194.0 million | 800 |
| 4 | Street Smart Financial, LLC | State | $58.0 million | 59 |
| 5 | KCM | State | $29.8 million | 19 |
| 6 | Simpson Investment Counsel | State | $17.6 million | 13 |
| 7 | Battle Green Advisors | State | $15.4 million | 31 |
| 8 | P2, LLC | State | $4.5 million | 13 |
| 9 | Sustainable Investment Partners LLC | State | $3.4 million | 2 |
| 10 | Harvard Square Financial Planning | State | $0 | 0 |
Wealth management firms in Massachusetts, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.