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
WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN 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 choices

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Westborough, MA

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

43 CFP professionals work in Westborough; the most are at Grimes & Company (15). 21 are also registered broker representatives.

CFP advisors in Westborough, A to Z

Every advisor in Westborough →

Firms with the most CFP professionals in Westborough

Grimes & Company 15Cetera Investment Advisers LLC 8Aaf Wealth Management, LLC 3Cadence Wealth Management LLC 3Commonwealth Financial Network 3World Investment Advisors, LLC 3Northwestern Mutual Investment Services, LLC 2Ameriprise Financial Services, LLC 1Cwm, LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Morgan Stanley 1Raymond James Financial Services Advisors, Inc. 1The Patriot Financial Group, LLC 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391Waltham 92Needham 60Burlington 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 Westborough, MA?

43 SEC-registered investment adviser representatives at firm offices in Westborough, Massachusetts list the CFP designation; Grimes & Company employs the most of them (15).

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 Westborough?

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.