Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Massachusetts
Every SEC-registered financial advisor in Massachusetts who lists the Certified Financial Planner designation, by city.
1,705 CFP professionals work in Massachusetts; the most are in Boston (391).
Cities in Massachusetts with CFP professionals
Every advisor in Massachusetts →Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Braintree 35Danvers 31Hingham 27Lexington 25Newton 25Andover 24Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13Dedham 11Newburyport 11Concord 10Hyannis 10Westford 10Winchester 10Brookline 9Canton 9Duxbury 9Marlborough 9Medfield 9North Reading 9Charlestown 8Northampton 8Auburndale 7Mansfield 7Marblehead 7Middleton 7Norwood 7Plainville 7South Easton 7Wayland 7Amherst 6Chelmsford 6Franklin 6Gloucester 6Marshfield 6Osterville 6Peabody 6Pittsfield 6Rockland 6Salem 6Shrewsbury 6Stoneham 6Topsfield 6Amesbury 5Arlington 5Bedford 5Bolton 5Fall River 5Holden 5Holyoke 5Hopkinton 5Marion 5Medford 5Milton 5Needham Heights 5New Bedford 5North Attleboro 5Northborough 5Quincy 5Southborough 5Swampscott 5Wilmington 5Acton 4Attleboro 4Boxborough 4Chestnut Hill 4Great Barrington 4Hanover 4Manchester By The Sea 4Mashpee 4Milford 4Natick 4Raynham 4South Boston 4Sudbury 4Tewksbury 4Auburn 3Cohasset 3Dennis 3Falmouth 3Foxboro 3Foxborough 3Greenfield 3Littleton 3Medway 3Newton Centre 3Newtonville 3Pembroke 3Scituate 3South Hadley 3Stoughton 3Taunton 3Vineyard Haven 3Wellesley Hills 3
119 smaller places with one or two CFP professionals are in the advisor search.
CFP advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many CFP financial advisors are in Massachusetts?
1,705 SEC-registered investment adviser representatives in Massachusetts list the CFP designation; the most work in Boston (391).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.