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

First Trust Advisors LP financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a First Trust Advisors LP office in Massachusetts, by city and A to Z.

The short answer

4 registered advisors work at First Trust Advisors LP in Massachusetts, out of 541 nationwide; it's the firm's number 7 state by advisors, and the most are in Boston (3). 0 list the CFP designation and 1 are also registered broker representatives.

First Trust Advisors LP advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 3Waltham 1

First Trust Advisors LP advisors in Massachusetts, A to Z

Search by name →

First Trust Advisors LP advisors in every state →First Trust Advisors LP: assets, clients and custodians →Advisor Moves: who changed firms this week →

First Trust Advisors LP in other states

Illinois 420Texas 35Tennessee 25Florida 13California 7New Jersey 7New York 4Colorado 3

Questions

How many First Trust Advisors LP financial advisors are in Massachusetts?

4 investment adviser representatives are registered at First Trust Advisors LP offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 541 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Where in Massachusetts does First Trust Advisors LP have the most advisors?

Boston, with 3, then Waltham (1). First Trust Advisors LP has advisors in 2 cities in Massachusetts.

How do I check a First Trust Advisors LP advisor in Massachusetts?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the First Trust Advisors LP office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.