Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Massachusetts
Every SEC-registered financial advisor in Massachusetts who lists the Chartered Financial Analyst designation, by city.
671 CFA charterholders work in Massachusetts; the most are in Boston (355).
Cities in Massachusetts with CFA charterholders
Every advisor in Massachusetts →Boston 355Waltham 28Needham 21Wellesley 18North Andover 11Westborough 11Beverly 10Newton 10Cambridge 9Hingham 8Springfield 8Lincoln 7Westwood 7Andover 6Braintree 6Plymouth 6Concord 5Lynnfield 5Winchester 5Woburn 5Dedham 4Manchester 4Natick 4Acton 3Bolton 3Cohasset 3Lexington 3Marblehead 3Medfield 3New Bedford 3Salem 3Wakefield 3Worcester 3
73 smaller places with one or two CFA charterholders are in the advisor search.
CFA advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many CFA financial advisors are in Massachusetts?
671 SEC-registered investment adviser representatives in Massachusetts list the CFA designation; the most work in Boston (355).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.