Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Amherst, MA
Every SEC-registered investment adviser representative at a firm office in Amherst, with the firms that employ the most of them.
23 registered advisors work in Amherst; the most are at Capital Analysts (6). 6 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Amherst
Advisors in Amherst, A to Z
CFP advisors in Amherst →- Glenn S. AllanCapital Analysts · Chartered Financial Consultant
- Andrew M. BellakPerigon Wealth Management, LLC
- William P. BreaultCambridge Investment Research Advisors, Inc.
- Jeffrey S. CarlsonEdward Jones
- Alexandra L. Collins-AndersonKestra Advisory Services, LLC
- Christina L. CouzelisCommonwealth Financial Network
- Michael O. DoyleCapital Analysts
- Richard P. Friese Jr.Edward Jones
- Mary M. GlaserKestra Advisory Services, LLC
- Timothy R. HampsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- James K. HoWest Branch Capital LLC · Chartered Financial Analyst
- Vikki D. LenhartBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jedediah D. LiebertCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Ayaz MahmudWest Branch Capital LLC
- Ian L. MahmudWest Branch Capital LLC
- Victoria R. MaraiaLincoln Investment
- Patricia A. Metcalf ShermetaOsaic Wealth, Inc. · Certified Financial Planner
- Kathleen MurphyCapital Analysts
- Ronald J. NathanLincoln Investment · Chartered Financial Consultant
- Lucia B. ShahBeacon Pointe Advisors, LLC · Certified Financial Planner
- Christian A. SulmasyCapital Analysts
- Douglas J. WheatPerigon Wealth Management, LLC · Certified Financial Planner
- Mark C. ZacekCapital Analysts
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 Amherst, MA?
23 investment adviser representatives are registered at firm offices in Amherst, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Amherst?
Capital Analysts, with 6 registered advisors in Amherst, followed by Edward Jones with 3.
How do I check a financial advisor in Amherst?
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.