Top advisors in Lincoln
We’ve curated a list of the best financial advisors in Lincoln, take a look at it below
Find an advisor in Lincoln| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $4,988,086,184 | 46 advisors | ||
| 2 | $4,748,822,712 | 10 advisors | ||
| 3 | $377,395,288 | 21 advisors | ||
| 4 | $199,346,428 | 5 advisors | ||
| 5 | $106,008,641 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Lincoln, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lincoln. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Fiduciary Trust International, LLC
Assets under management
$4,988,086,184
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Pear Tree Advisors, Inc.
Assets under management
$4,748,822,712
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Selection Of Other Advisers
3. Bts Asset Management, Inc.
Assets under management
$377,395,288
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Market Timing Services
Consultation Services
4. Vodia Capital, LLC
Assets under management
$199,346,428
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
5. Pear Tree Partners, Lp
Assets under management
$106,008,641
Fee structure
FIXED PERCENTAGE OF DISTRIBUTIONS
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.