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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Acton, MA

Every SEC-registered investment adviser representative at a firm office in Acton, with the firms that employ the most of them.

The short answer

22 registered advisors work in Acton; the most are at Colman Knight Advisory Group, LLC (3). 4 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Acton

FirmAdvisors in Acton
Colman Knight Advisory Group, LLC3
Edward Jones news2
Sechrest Financial Services2
Alera Investment Advisors, LLC1
Bay Colony Advisors1
Bon Investments, LLC1
Citizens Securities, Inc.1
Commonwealth Financial Network news1
Foxglove Financial1
Integrated Wealth Concepts LLC1
LPL Enterprise, LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Raymond James Financial Services Advisors, Inc. news1
Rf&L Wealth Management, LLC1
Santander Securities LLC1
Strategic Advisers LLC1
T. Rowe Price Advisory Services, Inc.1

Advisors in Acton, A to Z

CFP advisors in Acton →

Other cities in Massachusetts

All of Massachusetts →

Boston 3,833Waltham 477Wellesley 415Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Wakefield 124Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84

Questions

How many financial advisors are in Acton, MA?

22 investment adviser representatives are registered at firm offices in Acton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Acton?

Colman Knight Advisory Group, LLC, with 3 registered advisors in Acton, followed by Edward Jones with 2.

How do I check a financial advisor in Acton?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.