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

Exchange Place Advisors, LLC financial advisors

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

3 registered advisors work at Exchange Place Advisors, LLC, in 1 state and 2 cities; the most are in Canton, MA (2). 1 list the CFP designation and 0 are also registered broker representatives.

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

Cities with the most Exchange Place Advisors, LLC advisors

Canton, MA 2Sudbury, MA 1

Exchange Place Advisors, LLC advisors by state

Exchange Place Advisors, LLC in Massachusetts 3

Canton 2Sudbury 1

Questions

How many financial advisors does Exchange Place Advisors, LLC have?

3 investment adviser representatives are registered with Exchange Place Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Exchange Place Advisors, LLC have the most advisors?

Canton, MA, with 2 registered advisors, then Sudbury, MA (1). By state, Massachusetts has the most, with 3.

How do I find a Exchange Place Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Exchange Place 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 Exchange Place 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 →