Best Financial Advisors in LINCOLN, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$3.1B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in LINCOLN
#1
95
FIDUCIARY TRUST INTERNATIONAL, LLC
LINCOLN, MA · Since 2003
$7.7B AUM23 clientsFee: 0%
FiduciaryFee-Only
#2
92
PEAR TREE ADVISORS, INC.
LINCOLN, MA · Since 1983
$3.1B AUM1 clientsFee: 0%
FiduciaryFee-Only1 complaint
#3
90
BTS ASSET MANAGEMENT, INC.
LINCOLN, MA · Since 1979
$145M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
87
U. S. BOSTON CAPITAL CORPORATION
LINCOLN, MA · Since 2024
$360M AUM1 clientsFee: 0%
Broker-Dealer1 complaint
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LINCOLN?
The median advisory fee in LINCOLN, MA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.