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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Waltham, MA

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

92 CFP professionals work in Waltham; the most are at Ballentine Partners (27). 29 are also registered broker representatives.

CFP advisors in Waltham, A to Z

Every advisor in Waltham →

Firms with the most CFP professionals in Waltham

Ballentine Partners 27Commonwealth Financial Network 17Integrated Wealth Concepts LLC 10Montis Financial, LLC 7Beacon Pointe Advisors, LLC 6Wells Fargo Clearing Services, LLC 5Eagle Strategies LLC 4Mercer Global Advisors Inc. 3Allworth Financial, L.P. 2Cw Advisors, LLC 2Hightower Advisors, LLC 2Atlantic Planning Group, LLC 1Cwm, LLC 1Excalibur Management Corp. 1Lyon Financial Planning, LLC 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391Needham 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 Waltham, MA?

92 SEC-registered investment adviser representatives at firm offices in Waltham, Massachusetts list the CFP designation; Ballentine Partners employs the most of them (27).

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 Waltham?

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.