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

Montis Financial, LLC financial advisors

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

The short answer

16 registered advisors work at Montis Financial, LLC, in 3 states and 3 cities; the most are in Waltham, MA (14). 7 list the CFP designation and 0 are also registered broker representatives.

Search every Montis Financial, LLC advisor by name →Who joined and left Montis Financial, LLC →Montis Financial, LLC: assets, clients and custodians →

Cities with the most Montis Financial, LLC advisors

Waltham, MA 14Manchester, NH 1Woodstock, VT 1

Montis Financial, LLC advisors by state

Montis Financial, LLC in Massachusetts 14

Waltham 14

Montis Financial, LLC in New Hampshire 1

Manchester 1

Montis Financial, LLC in Vermont 1

Woodstock 1

Questions

How many financial advisors does Montis Financial, LLC have?

16 investment adviser representatives are registered with Montis Financial, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 7 list the CFP designation and 0 are also registered as broker representatives.

Where does Montis Financial, LLC have the most advisors?

Waltham, MA, with 14 registered advisors, then Manchester, NH (1). By state, Massachusetts has the most, with 14.

How do I find a Montis Financial, LLC financial advisor near me?

Pick your state below, then your city, to see every Montis Financial, 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 Montis Financial, 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 →