NivaLet’s talk

Top 3 financial advisor firms in Lincoln

3 SEC-registered financial advisor firms are headquartered in Lincoln, MA, with $8.18B in combined regulatory assets under management. The largest by assets are Fiduciary Trust International ($7.67B), U. S. Boston Capital ($360M) and BTS Asset Management ($145M).

3
Financial advisor firms
$8.18B
Their combined AUM
$360M
Median firm AUM
621
Clients of the top 3

The 3 largest by assets

  1. 1
    Fiduciary Trust International

    RIA

    $7.67B

  2. 2
    U. S. Boston Capital

    RIA

    $360M

  3. 3
    BTS Asset Management

    RIA

    $145M

Profiles of the top 3

No. 1 · RIA

Fiduciary Trust International

Fiduciary Trust International is an investment adviser based in Lincoln, MA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and pooled investment vehicles. Its regulatory assets under management total $7.67 billion, as filed on 22 December 2025.

Fiduciary Trust International charges 0.25%–1.00% for its Fees for Portfolio Management and Sub-Advisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM
$7.67B
Clients
76
Advisory staff
23
Fee schedule
0.25% to 1.00%
Minimum account
$25,000,000
Custodians
Fidelity
Headquarters
55 Old Bedford RD, Suite 302, Lincoln, MA 01773
Phone
781-274-9300

No. 2 · RIA

U. S. Boston Capital

U. S. Boston Capital is an investment adviser based in Lincoln, MA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $360 million, as filed on 3 February 2026.

U. S. Boston Capital charges 0.10%–0.75% a year for its Asset Management.

Regulatory AUM
$360M
Clients
97
Advisory staff
1
Founded
1969
Fee schedule
0.10% to 0.75% a year
Headquarters
55 Old Bedford Road, Suite 202, Lincoln, MA 01773
Phone
781-259-1144
Website
usboston.com

No. 3 · RIA

BTS Asset Management

BTS Asset Management is an investment adviser based in Lincoln, MA, registered with the SEC since 1979. It provides investment management. Its clients include investment companies, individual clients and high-net-worth individuals. Its regulatory assets under management total $145 million, as filed on 31 March 2026.

Regulatory AUM
$145M
Clients
448
Advisory staff
4
Custodians
Axos Advisor Services
Headquarters
55 Old Bedford Road, Suite 203, Lincoln, MA 01773
Phone
781-863-2545
Website
btsfunds.com

Questions about financial advisors in Lincoln

How many financial advisor firms are headquartered in Lincoln?

3 SEC-registered financial advisor firms report their principal office in Lincoln, MA, managing $8.18B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Lincoln?

Fiduciary Trust International, with $7.67B in regulatory assets under management on its latest Form ADV. The next largest are U. S. Boston Capital ($360M) and BTS Asset Management ($145M).

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

How large is a typical financial advisor firm in Lincoln?

The median firm manages $360M in regulatory assets. That is the midpoint of the 3 firms headquartered in Lincoln.

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

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

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

Lincoln has 3 financial advisor firms; see every adviser in the city →

Top financial advisor firms in other Massachusetts cities