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
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Ascensus Investment Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Ascensus Investment Advisors, LLC, by the state and city of the office they work from.

38 registered advisors work at Ascensus Investment Advisors, LLC, in 16 states and 20 cities; the most are in Needham, MA (19). 2 list the CFP designation and 29 are also registered broker representatives.

Search every Ascensus Investment Advisors, LLC advisor by name →Who joined and left Ascensus Investment Advisors, LLC →Ascensus Investment Advisors, LLC: assets, clients and custodians →

Cities with the most Ascensus Investment Advisors, LLC advisors

Needham, MA 19Berkeley, CA 1Brentwood, TN 1Brownsburg, IN 1Carmichael, CA 1Charleston, SC 1Coventry, RI 1Fishers, IN 1Freeland, WA 1Grand Junction, CO 1Heber City, UT 1Indian Trail, NC 1Lafayette, LA 1Lebanon, ME 1Lexington, KY 1Litchfield Park, AZ 1Lititz, PA 1Phoenix, AZ 1Pittsburgh, PA 1Syracuse, NY 1

Ascensus Investment Advisors, LLC advisors by state

Ascensus Investment Advisors, LLC in Massachusetts 19

Needham 19

Ascensus Investment Advisors, LLC in Arizona 2

Litchfield Park 1Phoenix 1

Ascensus Investment Advisors, LLC in California 2

Berkeley 1Carmichael 1

Ascensus Investment Advisors, LLC in Indiana 2

Brownsburg 1Fishers 1

Ascensus Investment Advisors, LLC in Pennsylvania 2

Lititz 1Pittsburgh 1

Ascensus Investment Advisors, LLC in Colorado 1

Grand Junction 1

Ascensus Investment Advisors, LLC in Kentucky 1

Lexington 1

Ascensus Investment Advisors, LLC in Louisiana 1

Lafayette 1

Ascensus Investment Advisors, LLC in Maine 1

Lebanon 1

Ascensus Investment Advisors, LLC in North Carolina 1

Indian Trail 1

Ascensus Investment Advisors, LLC in New York 1

Syracuse 1

Ascensus Investment Advisors, LLC in Rhode Island 1

Coventry 1

Ascensus Investment Advisors, LLC in South Carolina 1

Charleston 1

Ascensus Investment Advisors, LLC in Tennessee 1

Brentwood 1

Ascensus Investment Advisors, LLC in Utah 1

Heber City 1

Ascensus Investment Advisors, LLC in Washington 1

Freeland 1

Questions

How many financial advisors does Ascensus Investment Advisors, LLC have?

38 investment adviser representatives are registered with Ascensus Investment Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 16 states and 20 cities. 2 list the CFP designation and 29 are also registered as broker representatives.

Where does Ascensus Investment Advisors, LLC have the most advisors?

Needham, MA, with 19 registered advisors, then Berkeley, CA (1). By state, Massachusetts has the most, with 19.

How do I find a Ascensus Investment Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Ascensus Investment Advisors, LLC advisor registered at an office there. Each one 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Ascensus Investment Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →