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Top 3 financial advisor firms in Lexington

3 SEC-registered financial advisor firms are headquartered in Lexington, MA, with $1.88B in combined regulatory assets under management. The largest by assets are Wingate Wealth Advisors ($1.42B), Ouellette Wealth Advisory ($274M) and Innovative Advisory Group ($194M).

3
Financial advisor firms
$1.88B
Their combined AUM
$274M
Median firm AUM
1,162
Clients of the top 3

The 3 largest by assets

  1. 1
    Wingate Wealth Advisors

    RIA

    $1.42B

  2. 2
    Ouellette Wealth Advisory

    RIA

    $274M

  3. 3
    Innovative Advisory Group

    RIA

    $194M

Profiles of the top 3

No. 1 · RIA

Wingate Wealth Advisors

Wingate Wealth Advisors is an investment adviser based in Lexington, MA, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.42 billion, as filed on 24 March 2026.

Wingate Wealth Advisors charges up to 1.25% a year for its Investment Management Services.

Regulatory AUM
$1.42B
Clients
649
Advisory staff
15
Founded
1986
Fee schedule
Up to 1.25% a year
Minimum account
$2,000,000
Custodians
Charles Schwab
Headquarters
450 Bedford Street, Lexington, MA 02420-1547
Phone
781-862-7100
Website
wingatewealthadvisors.com

No. 2 · RIA

Ouellette Wealth Advisory

Ouellette Wealth Advisory is an investment adviser based in Lexington, MA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $274 million, as filed on 13 August 2026.

Ouellette Wealth Advisory charges 0.80%–1.25% a year for its Account Portfolio Management.

Regulatory AUM
$274M
Clients
213
Advisory staff
2
Founded
2017
Fee schedule
0.80% to 1.25% a year
Custodians
Nationwide Securities, Charles Schwab
Headquarters
35 Bedford St, Suite 16, Lexington, MA 02420
Phone
781-861-0766

No. 3 · RIA

Innovative Advisory Group

Innovative Advisory Group is an investment adviser based in Lexington, MA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $194 million, as filed on 22 September 2026.

Innovative Advisory Group charges 1.00%–2.00% a year for its Investment advisory services (asset management accounts).

Regulatory AUM
$194M
Clients
300
Advisory staff
8
Fee schedule
1.00% to 2.00% a year
Custodians
Charles Schwab, Community National Bank
Headquarters
394 Lowell Street, Suite 8, Lexington, MA 02420
Phone
781-577-2782
Website
innovativewealth.com

Questions about financial advisors in Lexington

How many financial advisor firms are headquartered in Lexington?

3 SEC-registered financial advisor firms report their principal office in Lexington, MA, managing $1.88B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Lexington?

Wingate Wealth Advisors, with $1.42B in regulatory assets under management on its latest Form ADV. The next largest are Ouellette Wealth Advisory ($274M) and Innovative Advisory Group ($194M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Lexington?

The median firm manages $274M in regulatory assets. That is the midpoint of the 3 firms headquartered in Lexington.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Lexington charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Lexington?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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