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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Boston, MA

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

391 CFP professionals work in Boston; the most are at Rwa Wealth Partners (24). 158 are also registered broker representatives.

CFP advisors in Boston, A to Z

Every advisor in Boston →

Firms with the most CFP professionals in Boston

Rwa Wealth Partners 24Cw Advisors, LLC 21MML Investors Services, LLC 19Scs Capital Management LLC 15Strategic Advisers LLC 15UBS Financial Services Inc. 12Crestwood Advisors 11Focus Partners Wealth, LLC 11Captrust 10Cerity Partners LLC 10Modera Wealth Management, LLC 8Flagship Harbor Advisors, LLC 7Single Point Partners 7Tfc Financial Management Inc. 7Voya Financial Advisors, Inc. 7

CFP advisors in other Massachusetts cities

All of Massachusetts →

Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Braintree 35Danvers 31Hingham 27Lexington 25Newton 25Andover 24Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13

Questions

How many CFP financial advisors are in Boston, MA?

391 SEC-registered investment adviser representatives at firm offices in Boston, Massachusetts list the CFP designation; Rwa Wealth Partners employs the most of them (24).

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.

How do I check a CFP 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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.