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

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Massachusetts, by city and A to Z.

The short answer

755 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Massachusetts, out of 22,881 nationwide; it's the firm's number 8 state by advisors, and the most are in Boston (338). 5 list the CFP designation and 755 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 338Wellesley Hills 110Hingham 46Burlington 41Worcester 24Beverly 20Hyannis 20Springfield 16Westborough 14Cambridge 13Andover 9Newton 4Waltham 4Brookline 3North Attleboro 3Quincy 3Auburn 2Bellingham 2Chelmsford 2Hanover 2Marshfield 2Nantucket 2North Dartmouth 2North Quincy 2Raynham 2Sharon 2Waban 2Wellesley 2Winchester 2Worcestor 2Acton 1Ashland 1Bedford 1Belchertown 1Belmont 1Brewster 1Brighton 1Charlton 1Chestnut Hill 1Chicopee 1Cohasset 1Concord 1Dedham 1Dorchester 1Easton 1Fairhaven 1Fall River 1Framingham 1Holyoke 1Hopkinton 1Ipswich 1Jamaica Plain 1Lunenburg 1Lynnfield 1Malden 1Mansfield 1Marlborough 1Mashpee 1Medford 1Melrose 1Needham 1New Bedford 1North Andover 1Orleans 1Peabody 1Plymouth 1Pocasset 1Randolph 1Reading 1Rehoboth 1Salem 1Saugus 1Seekonk 1Shrewsbury 1Somerville 1Sommerville 1South Boston 1Stoughton 1Sudbury 1Sutton 1Taunton 1Uxbridge 1Walpole 1Watertown 1Webster 1Weston 1Weymouth 1Wilmington 1Woburn 1

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Massachusetts, A to Z (first 500 of 755)

Search by name →

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in every state →Merrill Lynch, Pierce, Fenner & Smith Incorporated: assets, clients and custodians →Merrill news and advisor moves →Advisor Moves: who changed firms this week →

Merrill Lynch, Pierce, Fenner & Smith Incorporated in other states

New York 3,452California 2,652Florida 2,497New Jersey 1,702Texas 1,642Illinois 896North Carolina 787Arizona 700Pennsylvania 698Georgia 595Maryland 568Connecticut 545Michigan 536Ohio 460Virginia 414Washington 388Rhode Island 347South Carolina 264Missouri 235Tennessee 234Colorado 216Minnesota 209Indiana 186Nevada 181District of Columbia 177Louisiana 142Alabama 135Oregon 122Utah 120Oklahoma 89Kentucky 86Wisconsin 84New Mexico 80Arkansas 78New Hampshire 71Delaware 67Kansas 62Hawaii 52Iowa 45Nebraska 42Montana 37Mississippi 33Idaho 29Maine 28West Virginia 27South Dakota 17Vermont 17Alaska 16North Dakota 12

Questions

How many Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors are in Massachusetts?

755 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 at the firm nationwide. 5 list the CFP designation and 755 are also registered as broker representatives.

Where in Massachusetts does Merrill Lynch, Pierce, Fenner & Smith Incorporated have the most advisors?

Boston, with 338, then Wellesley Hills (110). Merrill Lynch, Pierce, Fenner & Smith Incorporated has advisors in 89 cities in Massachusetts.

How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 Merrill Lynch, Pierce, Fenner & Smith Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.