Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Smartleaf Asset Management LLC financial advisors

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

5 registered advisors work at Smartleaf Asset Management LLC, in 1 state and 1 city; the most are in Boston, MA (5). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Smartleaf Asset Management LLC advisor by name →Who joined and left Smartleaf Asset Management LLC →Smartleaf Asset Management LLC: assets, clients and custodians →

Cities with the most Smartleaf Asset Management LLC advisors

Boston, MA 5

Smartleaf Asset Management LLC advisors by state

Smartleaf Asset Management LLC in Massachusetts 5

Boston 5

Questions

How many financial advisors does Smartleaf Asset Management LLC have?

5 investment adviser representatives are registered with Smartleaf Asset Management LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Smartleaf Asset Management LLC have the most advisors?

Boston, MA, with 5 registered advisors. By state, Massachusetts has the most, with 5.

How do I find a Smartleaf Asset Management LLC financial advisor near me?

Pick your state below, then your city, to see every Smartleaf Asset Management 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 Smartleaf Asset Management 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 →