WINGATE WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 1987

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, SEC-registered RIA that has been operating since 1987. The firm is individually owned and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selecting third‑party advisers, and running educational seminars and workshops. Fee arrangements include percentage-of-AUM billing and fixed-fee engagements. Wingate is not an active ESG investor and does not identify as a multi-state or pension-consulting adviser. The firm has been recognized in the industry: it appeared on investor.com’s “Top RIA Firms to Watch” list in 2020 and was named among CNBC’s Top 100 Financial Advisory Firms in both 2022 and 2025.