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
4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch up

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Boston, MA

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

30 ChFC holders work in Boston; the most are at Cw Advisors, LLC (5). 19 are also registered broker representatives.

ChFC advisors in Boston, A to Z

Every advisor in Boston →
  • Robert AbendrothWinthrop Wealth · Certified Financial Planner, Chartered Financial Consultant
  • Faith R. ArterOsaic Wealth, Inc. · Chartered Financial Consultant
  • Steven M. BenzingJohn Hancock Personal Financial Services, LLC · Chartered Financial Consultant
  • James A. BianchiLPL Financial LLC · Chartered Financial Consultant
  • Robert P. BurnsKestra Advisory Services, LLC · Chartered Financial Consultant
  • Daniel L. CastleWinthrop Wealth · Certified Financial Planner, Chartered Financial Consultant
  • Jonathan A. CooleyPutnam Investment Management, LLC · Chartered Financial Consultant
  • Patrick R. DavisSequentis Capital LLC · Chartered Financial Consultant
  • John M. DemasiCw Advisors, LLC · Chartered Financial Consultant
  • James M. DitzelMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael H. DouvadjianMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
  • Jerald P. FaceyMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Roxanne E. FleszarCw Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Shawn HaywardVoya Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jenna L. IsraniTfc Financial Management Inc. · Chartered Financial Consultant
  • Peter T. JaworskiWinthrop Wealth · Certified Financial Planner, Chartered Financial Consultant
  • David J. KaufmanFlagship Harbor Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Olivia R. KussinColumbia Management Investment Advisers, LLC · Chartered Financial Consultant
  • Julian B. MorrisLPL Financial LLC · Chartered Financial Consultant
  • John C. NavienMML Investors Services, LLC · Chartered Financial Consultant
  • G M. PapazMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Russell J. ParsonsCw Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kimball E. PierceCw Advisors, LLC · Chartered Financial Consultant
  • Kevin J. RadavichEagle Strategies LLC · Chartered Financial Consultant
  • Bryce A. SchintziusMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alan L. ShorrInvestment Advisor Associates, Inc. · Chartered Financial Consultant
  • Michael A. StaffieriCw Advisors, LLC · Chartered Financial Consultant
  • Joshua J. ToppFlagship Harbor Advisors, LLC · Chartered Financial Consultant
  • David M. UvaUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Steven M. WallaceTd Private Client Wealth LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Boston

Cw Advisors, LLC 5MML Investors Services, LLC 5Flagship Harbor Advisors, LLC 3Winthrop Wealth 3LPL Financial LLC 2Atlas Fiduciary Services, Inc. 1Columbia Management Investment Advisers, LLC 1Eagle Strategies LLC 1Investment Advisor Associates, Inc. 1John Hancock Personal Financial Services, LLC 1Kestra Advisory Services, LLC 1Morgan Stanley 1Osaic Wealth, Inc. 1Putnam Investment Management, LLC 1Sequentis Capital LLC 1

ChFC advisors in other Massachusetts cities

All of Massachusetts →

Waltham 26Needham 19Westborough 10Worcester 10Braintree 8Andover 7Marshfield 7Westwood 6Woburn 6Wakefield 4Wellesley 4Amherst 3Framingham 3Hingham 3Norwell 3Norwood 3Rockland 3Southborough 3Springfield 3

Questions

How many ChFC financial advisors are in Boston, MA?

30 SEC-registered investment adviser representatives at firm offices in Boston, Massachusetts list the ChFC designation; Cw Advisors, LLC employs the most of them (5).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

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