LYNCH & ASSOCIATES
SEC RegisteredA Tradition of Financial Stewardship
About the firm
LYNCH & Associates is a fee-only Registered Investment Advisor founded in 1994 by CEO Tom Lynch, free from affiliations with banks, insurance companies, or brokerage firms. The firm is a fiduciary bound to act in the best interest of its clients, with 7 investment professionals and over $800 million in assets under management as of 12/31/25.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Cash Management, Financial Planning, Retirement Plan Services, and Donor Advised Funds, provided on a fee-only basis with fiduciary obligation.
Who they serve
Individual and institutional investors, including more than 400 families, seeking a combination of a highly personalized relationship and a generous rate of return.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 517 | $193M |
| High Net Worth Individuals | 164 | $601M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LYNCH & ASSOCIATES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched