Lexington Wealth Management

What Lexington Wealth Management does

Lexington Wealth Management is a Lexington, Massachusetts-based registered investment advisor delivering comprehensive wealth management services to high-net-worth individuals and families across the United States. Following its April 2026 acquisition by Hightower Advisors, the firm operates within the Hightower Signature Wealth platform, which oversees more than $29 billion in assets across 25+ locations. At the time of the transaction, Lexington managed approximately $3.2 billion in assets under management with a team of 25 professionals, including 16 wealth advisors and 9 client service and operations staff.

The firm's service offering is integrated and full-stack: comprehensive wealth management is delivered alongside investment management, tax planning, trusts and estate planning, financial planning, retirement planning, and insurance advisory. The client base is segmented across five primary personas — Families, Women, Business Owners, Professionals, and Retirees — and Lexington emphasizes a team-based advisory model in which credentialed advisors (with CFP®, CPA, CIMA®, AIF®, EA, MBA, and MSFP designations) collaborate to serve multi-generational households. The firm is co-founded and led by Michael Tucci (CEO) and Kristine Porcaro (President).

Lexington's revenue model is a typical AUM-based wealth management fee structure — recurring fees charged on assets under management, likely on an annual basis — supplemented by fees from financial planning, tax, estate, retirement, insurance, and banking advisory services. Distribution is high-touch and relationship-driven, delivered through direct advisor-client engagements with complimentary consultation-based lead conversion, and the firm has expanded its scale through inorganic moves, including its December 2021 acquisition of Thompson Wealth Management and the 2019 strategic alignment with Hightower that culminated in the 2026 platform combination.

Name

Lexington Wealth Management

Legal name

Lexington Wealth Management

Website

https://lexingtonwealth.com

Company type

Private

Founded year

2000

Operating status

Acquired

Headcount range

11–50 employees

Short description

Lexington Wealth Management is a Lexington, Massachusetts-based RIA delivering comprehensive wealth management — investment, tax, estate, retirement, and insurance planning — to high-net-worth individuals, families, and business owners, now operating within Hightower's $29B+ Signature Wealth platform with approximately $3.2B AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Estate Planning, Trust Structuring & Governance (FSAAADAF), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Estate planning
• Retirement planning

Headquarters

HQ city

Lexington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Revenue generated from comprehensive wealth management services including investment management, financial planning, tax planning, trusts & estate planning, retirement planning, and insurance advisory. The firm operates as a registered investment advisor under the Hightower platform, suggesting an AUM-based fee structure typical of wealth management practices.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Lexington Wealth Management provides comprehensive private wealth management services to high-net-worth individuals and families, including investment management, financial planning, tax planning, trusts and estate planning, retirement planning, and insurance advisory. The firm operates as a registered investment advisor under the Hightower Signature Wealth platform, serving clients nationwide from its Lexington, Massachusetts office with a team of 16 advisors and 9 support staff managing approximately $3.2 billion in assets.

Product overview

Lexington Wealth Management operates as a comprehensive wealth management firm offering multiple integrated services including investment management, financial planning, tax planning, trusts and estate planning, retirement planning, and insurance. Following its acquisition by Hightower, the firm now operates within the Hightower Signature Wealth platform, which serves as the overarching technology and operational platform providing national scale with over $29 billion in AUM across more than 25 locations. The services work together as a unified offering where comprehensive wealth management serves as the core umbrella service, supported by specialized modules for investment management, tax planning, estate planning, retirement planning, and insurance.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management Full-service wealth management offering for high-net-worth individuals and families that integrates financial planning, investment management, tax planning, trusts and estate planning, retirement planning, and insurance advisory into a single client relationship.
• Investment Management Professional investment management services for individuals and families focused on portfolio construction, asset allocation, and ongoing portfolio monitoring and rebalancing.
• Financial Planning Comprehensive financial planning services covering goal setting, cash flow analysis, and long-term financial strategy development for individual clients and families.
• Tax Planning Strategic tax planning services designed to help clients minimize tax liabilities and optimize after-tax returns across their financial picture.
• Trusts & Estate Planning Estate planning services including trust creation, wealth transfer strategies, and legacy planning for high-net-worth families and individuals.
• Retirement Planning Retirement planning services including retirement income strategies, Social Security optimization, and retirement account distribution planning for individuals approaching or in retirement.
• Insurance & Risk Management Risk management and insurance solutions including life insurance, disability insurance, and long-term care insurance advisory services for individual clients.
• Banking Services Banking services provided through the Hightower Signature Wealth platform to support client cash management and lending needs.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• HightowercoreStrategic or Co-development Partner · 7 April 2026Lexington Wealth Management joined Hightower Signature Wealth platform as an acquisition, bringing approximately $3.2 billion in assets under management. The deal represents Hightower's continued expansion strategy under its Signature Wealth brand, with Lexington's 25 professionals including 16 advisors joining the Hightower network.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Bessemer Trust is a premier private wealth management firm serving ultra-high-net-worth families with investment management, trust and estate services, and family office support. It is a direct competitor in the HNW advisory space that Lexington targets, though at a higher UHNW threshold.
• Homrich Berg: Homrich Berg is an independent, fee-only RIA providing wealth management, tax, and family office services to HNW individuals and families. It is comparable to Lexington in size, service breadth, and target client base.
• Brown Brothers Harriman (Wealth Management): Brown Brothers Harriman's Wealth Management division provides HNW families with investment management, trust and estate services, and private banking—directly comparable to Lexington's comprehensive offering for multi-generational HNW households.
• Mariner Wealth Advisors: Mariner is a large national RIA offering comprehensive wealth management, tax, estate, and retirement planning to HNW families and business owners—directly comparable to Lexington's integrated service stack and segment focus. It has scaled aggressively through advisor team acquisitions, paralleling Hightower's roll-up strategy.
• Aspiriant: Aspiriant is an independent, fee-only RIA serving HNW individuals, families, and business owners with comprehensive financial planning, investment management, and tax services—closely matching Lexington's service model and target client profile.
• Hightower Advisors: Hightower Advisors is the parent platform of Lexington following the April 2026 acquisition. It is a direct peer in the HNW RIA roll-up space, with ~$352B in AUM across 652 advisors in 33 states, and competes for the same advisor recruit and HNW client base as Lexington did independently.
• Glenmede: Glenmede is an independent wealth manager and investment advisor serving HNW families, foundations, endowments, and retirement plans. Its integrated investment management, trust, and estate planning offering is highly comparable to Lexington's full-service approach.
• Carson Group: Carson Group is an RIA and coaching platform serving HNW households and financial advisors with wealth management, tax, and business consulting services. Its advisor-recruitment model and HNW family segment overlap closely with Lexington's go-to-market.
• Wilmington Trust (Wealth Advisory): Wilmington Trust's Wealth Advisory business serves HNW individuals, families, and business owners with investment management, planning, and trust services. Its full-service HNW model and business-owner focus closely mirror Lexington's value proposition.

Broad incumbents

• First Republic Private Wealth Management (now JPMorgan): First Republic's private wealth business—now part of JPMorgan following the 2023 acquisition—serves HNW individuals and families with personalized banking, lending, and wealth advisory services. It competes in the same HNW segment as Lexington but operates at much larger scale as a national banking-affiliated franchise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/lexingtonwealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lexington Wealth Management