Firms by city
Registered investment advisers in Lincoln, MA
4 SEC-registered advisers headquartered in Lincoln, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Fiduciary Trust International | Lincoln, MA | $7.67B |
| Pear Tree Advisors | Lincoln, MA | $2.58B |
| U. S. Boston Capital | Lincoln, MA | $360M |
| BTS Asset Management | Lincoln, MA | $145M |
- Headquarters
- Lincoln, MA
- Regulatory AUM
- $7.67B
- Headquarters
- Lincoln, MA
- Regulatory AUM
- $2.58B
- Headquarters
- Lincoln, MA
- Regulatory AUM
- $360M
- Headquarters
- Lincoln, MA
- Regulatory AUM
- $145M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lincoln on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Massachusetts.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.