Saturday, October 24, 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

Bolton Securities Corporation financial advisors

Every SEC-registered investment adviser representative at Bolton Securities Corporation, by the state and city of the office they work from.

The short answer

137 registered advisors work at Bolton Securities Corporation, in 11 states and 17 cities; the most are in Bolton, MA (88). 5 list the CFP designation and 114 are also registered broker representatives.

Search every Bolton Securities Corporation advisor by name →Who joined and left Bolton Securities Corporation →Bolton Securities Corporation: assets, clients and custodians →

Cities with the most Bolton Securities Corporation advisors

Bolton, MA 88Miami, FL 16Falmouth, ME 7Houston, TX 7Weston, FL 5Brownsville, TX 3Aventura, FL 1Bethesda, MD 1Custer, WA 1Easton, CT 1El Cajon, CA 1Greenfield, MA 1New York City, NY 1Plantation, FL 1San Diego, CA 1West Caldwell, NJ 1Windham, NH 1

Bolton Securities Corporation advisors by state

Bolton Securities Corporation in Massachusetts 89

Bolton 88Greenfield 1

Bolton Securities Corporation in Florida 23

Miami 16Weston 5Aventura 1Plantation 1

Bolton Securities Corporation in Texas 10

Houston 7Brownsville 3

Bolton Securities Corporation in Maine 7

Falmouth 7

Bolton Securities Corporation in California 2

El Cajon 1San Diego 1

Bolton Securities Corporation in Connecticut 1

Easton 1

Bolton Securities Corporation in Maryland 1

Bethesda 1

Bolton Securities Corporation in New Hampshire 1

Windham 1

Bolton Securities Corporation in New Jersey 1

West Caldwell 1

Bolton Securities Corporation in New York 1

New York City 1

Bolton Securities Corporation in Washington 1

Custer 1

Questions

How many financial advisors does Bolton Securities Corporation have?

137 investment adviser representatives are registered with Bolton Securities Corporation, according to the SEC's Investment Adviser Public Disclosure records, in 11 states and 17 cities. 5 list the CFP designation and 114 are also registered as broker representatives.

Where does Bolton Securities Corporation have the most advisors?

Bolton, MA, with 88 registered advisors, then Miami, FL (16). By state, Massachusetts has the most, with 89.

How do I find a Bolton Securities Corporation financial advisor near me?

Pick your state below, then your city, to see every Bolton Securities Corporation 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 Bolton Securities Corporation 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 →