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
4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a United Capital Financial Advisors office in Massachusetts, by city and A to Z.

The short answer

3 registered advisors work at United Capital Financial Advisors in Massachusetts, out of 149 nationwide; it's the firm's number 16 state by advisors, and the most are in Holyoke (3). 0 list the CFP designation and 0 are also registered broker representatives.

United Capital Financial Advisors advisors by city in Massachusetts

Every firm in Massachusetts →

Holyoke 3

United Capital Financial Advisors advisors in Massachusetts, A to Z

Search by name →

United Capital Financial Advisors advisors in every state →United Capital Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

United Capital Financial Advisors in other states

California 19Texas 17Pennsylvania 11Florida 10Tennessee 10Indiana 9New York 8Washington 8Colorado 7Virginia 7Georgia 5Arizona 4Illinois 4North Carolina 4Iowa 3New Jersey 3New Mexico 3

Questions

How many United Capital Financial Advisors financial advisors are in Massachusetts?

3 investment adviser representatives are registered at United Capital Financial Advisors offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 149 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does United Capital Financial Advisors have the most advisors?

Holyoke, with 3. United Capital Financial Advisors has advisors in 1 city in Massachusetts.

How do I check a United Capital Financial Advisors 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 United Capital Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.