Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Massachusetts
Every SEC-registered financial advisor in Massachusetts who lists the Chartered Financial Consultant designation, by city.
284 ChFC holders work in Massachusetts; the most are in Boston (30).
Cities in Massachusetts with ChFC holders
Every advisor in Massachusetts →Boston 30Waltham 26Needham 19Westborough 10Worcester 10Braintree 8Andover 7Marshfield 7Westwood 6Woburn 6Wakefield 4Wellesley 4Amherst 3Framingham 3Hingham 3Norwell 3Norwood 3Rockland 3Southborough 3Springfield 3
98 smaller places with one or two ChFC holders are in the advisor search.
ChFC advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many ChFC financial advisors are in Massachusetts?
284 SEC-registered investment adviser representatives in Massachusetts list the ChFC designation; the most work in Boston (30).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.