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Financial Advisors in Lexington, MA: 2026 rankings

519 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lexington: Balance Wealth Advisors, RFA Score 71/100; 5.0★ from 143 Google reviews.

  2. 14

    Most-reviewed: American Consumer Credit Counseling, Inc., 4,572 Google reviews at 5.0★, the most of 519 ranked; ranked #14.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

519 Lexington financial advisors are ranked here by RFA Score, from eight published factors. 125 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 4.6★ across 519 rated firms.

Top 10 financial advisors in Lexington at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Lexington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Balance Wealth Advisors715.0★ (143)Wellesley, 9 mi away—Top score
2Merchant Cost Consulting705.0★ (159)Boston, 12 mi away——
3Terranova & Associates CPA, LLC704.9★ (282)Danvers, 15 mi away——
4IPX1031: Patricia Flowers, CES®705.0★ (120)Boston, 11 mi away——
5McAdam Financial694.9★ (120)Boston, 11 mi away——
6Total Financial Freedom LLC695.0★ (112)Winthrop, 13 mi awayEvenings—
7SHP Financial695.0★ (50)Woburn, 5 mi away——
8Harding Financial and Insurance695.0★ (42)Burlington, 3 mi away——
9Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC695.0★ (45)Waltham, 4 mi away——
10Quality Tax And Business Partners694.9★ (54)Medford, 6 mi away——

All 519 financial advisors in Lexington, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Lexington

    #1 Balance Wealth Advisors

    Based in Wellesley, 9 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 143 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 143 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    57 River St #300, Wellesley, MA 02481
    View profile for Balance Wealth Advisors(781) 431-7222

  5. #5 McAdam Financial

    Based in Boston, 11 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    101 Federal St Suite 1900, Boston, MA 02110
    View profile for McAdam Financial(857) 263-7759

  7. #7 SHP Financial

    Based in Woburn, 5 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    400 Tradecenter Dr Ste 7810, Woburn, MA 01801
    View profile for SHP Financial(508) 746-2400

  12. #12 Alpha Taxes

    Based in Medford, 7 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 66 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    394 Main St, Medford, MA 02155
    View profile for Alpha Taxes(781) 393-0101

  15. #15 Markham Group, Inc.

    Based in Leominster, 20 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 153 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 153 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    20 Central Ave #2, Ayer, MA 01432
    View profile for Markham Group, Inc.(978) 772-0800

  16. #16 Spano Dawicki & Witt

    Based in Saugus, 11 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    605 Broadway 2nd Floor, Saugus, MA 01906
    View profile for Spano Dawicki & Witt(781) 231-7800

  20. #20 Mondy Friend Capital

    Based in Winchester, 4 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    28 Church St #14, Winchester, MA 01890
    View profile for Mondy Friend Capital(888) 480-8247

  21. #21 Acacia Insurance, Inc.

    Based in Waltham, 4 mi away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 38 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    200 5th Ave Ste 4010, Waltham, MA 02451
    View profile for Acacia Insurance, Inc.(508) 653-1600

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 519 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lexington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Munroe Morrow Wealth Management684.9★ (62)11 mi
27Coromandel Wealth Strategies684.9★ (20)In Lexington
28Pension & Wealth Management Advisors685.0★ (35)7 mi
29Shervin Sadr - Financial Planner675.0★ (50)11 mi
30Beacon Pointe Advisors675.0★ (31)6 mi
31Carolyn Nolan - Private Wealth Advisor, Ameriprise Financial Services, LLC675.0★ (26)5 mi
32Boston Retirement Group675.0★ (29)6 mi
33Bank of America (with Drive-thru ATM)674.4★ (96)7 mi
34Beacon Pointe Advisors674.8★ (26)4 mi
35Carlos Pichardo: Primerica - Financial Services675.0★ (46)12 mi
36Turner & Costa, P.C.674.8★ (73)13 mi
37Oliver Capital Management675.0★ (31)8 mi
38First Command Financial Advisor - Kristina Patt675.0★ (17)3 mi
39Finances for Feminists675.0★ (63)16 mi
40A&F Bookkeeping & Business Consulting Inc.675.0★ (69)18 mi
41TNG Private Wealth - Ameriprise Financial Services, LLC675.0★ (19)5 mi
42Savant Wealth Management665.0★ (47)14 mi
43NJB Accounting Solutions, LLC665.0★ (96)22 mi
44Concierge Wealth Management™️665.0★ (31)11 mi
45Edelman Financial Engines664.8★ (16)3 mi
46Beyond Your Hammock664.9★ (33)11 mi
47Savant Wealth Management664.9★ (19)6 mi
48Perennial Edge665.0★ (13)3 mi
49Imperia Wealth Management665.0★ (55)18 mi
50MapleRock Wealth Management - Ameriprise Financial Services, LLC665.0★ (23)9 mi

Also serving Lexington

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Lexington
BusinessGoogle ratingDistance
ALENA Wealth5.0★ (1)In Lexington
Battle Road ResearchIn Lexington
Bickling Financial Services5.0★ (2)In Lexington
Carlos GarciaIn Lexington
GovCon Consulting LLCIn Lexington
Hightower Signature Wealth Financial Advisors - Lexington5.0★ (2)In Lexington
Innovative Advisory Group5.0★ (1)In Lexington
Leo Varriale - TD Wealth Relationship ManagerIn Lexington
Lexington Financial GroupIn Lexington
LifeFirst FinancialIn Lexington
Mayflower AdvisorsIn Lexington
Merrill EdgeIn Lexington
Orion Wealth AdvisorsIn Lexington
Ouellette Wealth Management Group5.0★ (1)In Lexington
Shima KarimaghaeeIn Lexington
Street Smart FinancialIn Lexington
Taylor MorrisonIn Lexington
Windspeed VenturesIn Lexington
Women's Financial Help5.0★ (2)In Lexington
Zana InvestmentsIn Lexington

How we ranked Lexington financial advisors

We scored 519 Lexington financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Lexington data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Lexington: frequently asked questions

Which financial advisor has the highest RFA Score in Lexington?

By RFA Score, the highest-ranked financial advisor in Lexington, MA is Balance Wealth Advisors with an RFA Score of 71/100. It has 5.0★ from 143 Google reviews. Merchant Cost Consulting (#2) and Terranova & Associates CPA, LLC (#3) follow. We ranked 519 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lexington?

RankedFinancialAdvisors ranks 519 financial advisors serving Lexington, MA. 1 of them is based in Lexington; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Lexington work on weekends?

125 of 519 ranked financial advisors post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#11) and American Consumer Credit Counseling, Inc. (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lexington financial advisors have?

The median Google rating among 519 rated financial advisors in Lexington is 4.6★, with a median of 11 reviews. American Consumer Credit Counseling, Inc. has the most, 4,572 reviews, and ranks #14. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Lexington count in this ranking?

Yes, if they are within 25 mi of the Lexington city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Lexington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Lexington a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Lexington

  1. November 2026: RFA Scores recalculated for 519 financial advisors serving Lexington.
  2. November 2026: 8 duplicate listings merged.

More financial advisors and Lexington pages