Wingate Wealth Advisors, Inc.

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.2B

82% of AUM

Avg account

$505K

Accounts

2,802

Employees

Advisory reps

Firm details

Headquarters: Lexington, Massachusetts
CRD number: 105012
Registered since: January 7, 1987
Website: wingatewealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI88.92%
Individuals7.31%
Charitable Organizations2.42%
Pension & Profit Sharing Plans0.7%
Corporations / Businesses0.65%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wingate Wealth Advisors, Inc. is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1987. The firm serves both individual and family clients as well as institutional investors, charging fees as a percentage of assets under management and sometimes fixed fees. It identifies as a capital allocator and its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. Wingate does not position itself as an active ESG investor. The firm has been recognized in external lists, including investor.com’s "Top RIA Firms to Watch" in 2020 and CNBC’s "Top 100 Financial Advisory Firms" lists in 2022 and 2025.