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

Oppenheimer & Co. Inc. financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Oppenheimer & Co. Inc. office in Massachusetts, by city and A to Z.

The short answer

28 registered advisors work at Oppenheimer & Co. Inc. in Massachusetts, out of 1,087 nationwide; it's the firm's number 13 state by advisors, and the most are in Boston (28). 1 list the CFP designation and 28 are also registered broker representatives.

Oppenheimer & Co. Inc. advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 28

Oppenheimer & Co. Inc. advisors in Massachusetts, A to Z

Search by name →

Oppenheimer & Co. Inc. advisors in every state →Oppenheimer & Co. Inc.: assets, clients and custodians →Oppenheimer news and advisor moves →Advisor Moves: who changed firms this week →

Oppenheimer & Co. Inc. in other states

New York 264Florida 108Texas 72Michigan 70New Jersey 63California 60Illinois 56Washington 54Pennsylvania 49Connecticut 40Missouri 40District of Columbia 28North Carolina 28Georgia 21Ohio 19Virginia 16Arizona 15Kansas 13Colorado 11Rhode Island 7Tennessee 7Minnesota 5New Hampshire 5

Questions

How many Oppenheimer & Co. Inc. financial advisors are in Massachusetts?

28 investment adviser representatives are registered at Oppenheimer & Co. Inc. offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 1,087 at the firm nationwide. 1 list the CFP designation and 28 are also registered as broker representatives.

Where in Massachusetts does Oppenheimer & Co. Inc. have the most advisors?

Boston, with 28. Oppenheimer & Co. Inc. has advisors in 1 city in Massachusetts.

How do I check a Oppenheimer & Co. Inc. 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 Oppenheimer & Co. Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.