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

Theory Planning Partners financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Theory Planning Partners office in Massachusetts, by city and A to Z.

The short answer

3 registered advisors work at Theory Planning Partners in Massachusetts, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Marblehead (3). 2 list the CFP designation and 0 are also registered broker representatives.

Theory Planning Partners advisors by city in Massachusetts

Every firm in Massachusetts →

Marblehead 3

Theory Planning Partners advisors in Massachusetts, A to Z

Search by name →

Theory Planning Partners advisors in every state →Advisor Moves: who changed firms this week →

Questions

How many Theory Planning Partners financial advisors are in Massachusetts?

3 investment adviser representatives are registered at Theory Planning Partners offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does Theory Planning Partners have the most advisors?

Marblehead, with 3. Theory Planning Partners has advisors in 1 city in Massachusetts.

How do I check a Theory Planning Partners 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 Theory Planning Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.