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
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in LINCOLN
#1
82
FIDUCIARY TRUST INTERNATIONAL, LLC
LINCOLN, MA · Since 2003
$7.7B AUM23 clientsFee: 0%
FiduciaryFee-Only
#2
BTS ASSET MANAGEMENT, INC.
LINCOLN, MA · Since 1979
$145M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
PEAR TREE ADVISORS, INC.
LINCOLN, MA · Since 1983
$3.1B AUM1 clientsFee: 0%
FiduciaryFee-Only1 complaint
#4
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 Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.