Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wellesley, MA

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

40 CFP professionals work in Wellesley; the most are at New England Private Wealth Advisors, LLC (7). 12 are also registered broker representatives.

CFP advisors in Wellesley, A to Z

Every advisor in Wellesley →

Firms with the most CFP professionals in Wellesley

New England Private Wealth Advisors, LLC 7Morgan Stanley 5Peak Financial Management Inc. 4Ameriprise Financial Services, LLC 2Focus Partners Wealth, LLC 2UBS Financial Services Inc. 2Washington Trust Advisors 2Curtin Financial Management, Inc. 1Empower Advisory Group, LLC 1Equitable Advisors, LLC 1Fairfield Financial Advisors 1Farther 1Financial Strategies, LLC 1Fourthpoint Advisors 1Guidance Point Advisors, LLC 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391Waltham 92Needham 60Westborough 43Burlington 41Westwood 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 Wellesley, MA?

40 SEC-registered investment adviser representatives at firm offices in Wellesley, Massachusetts list the CFP designation; New England Private Wealth Advisors, LLC employs the most of them (7).

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 Wellesley?

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.