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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Boston, MA

Every SEC-registered financial advisor at a firm office in Boston who lists the Chartered Financial Analyst designation, A to Z.

The short answer

361 CFA charterholders work in Boston; the most are at Congress Asset Management Company, LLP (15). 77 are also registered broker representatives.

CFA advisors in Boston, A to Z

Every advisor in Boston →

Firms with the most CFA charterholders in Boston

Congress Asset Management Company, LLP 15Appleton Partners, Inc. 14Corient 11Scs Capital Management LLC 11Captrust 10J.P. Morgan Securities LLC 10Crestwood Advisors 9Loring, Wolcott & Coolidge Fiduciary Advisors, LLP 9Mfs Institutional Advisors Inc. 8Birch Hill Investment Advisors LLC 7Columbia Management Investment Advisers, LLC 7Strategic Advisers LLC 7Twin Focus Capital Partners, LLC 7Cibc Private Wealth Advisors, Inc. 6Gw&K Investment Management, LLC 6

CFA advisors in other Massachusetts cities

All of Massachusetts →

Waltham 28Needham 21Wellesley 18North Andover 11Westborough 11Beverly 10Newton 10Cambridge 9Hingham 8Springfield 8Lincoln 7Westwood 7Andover 6Braintree 6Plymouth 6Concord 5Lynnfield 5Winchester 5Woburn 5Dedham 4Manchester 4Natick 4Acton 3Bolton 3

Questions

How many CFA financial advisors are in Boston, MA?

361 SEC-registered investment adviser representatives at firm offices in Boston, Massachusetts list the CFA designation; Congress Asset Management Company, LLP employs the most of them (15).

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.

How do I check a CFA in Boston?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

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.