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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Andover, MA

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

111 registered advisors work in Andover; the most are at Osaic Wealth, Inc. (11). 24 list the CFP designation and 76 are also registered broker representatives.

Firms with the most advisors in Andover

FirmAdvisors in Andover
Osaic Wealth, Inc. news11
Eagle Strategies LLC10
LPL Financial LLC news9
Strategic Advisers LLC9
Merrill Lynch, Pierce, Fenner & Smith Incorporated news7
Steward Partners Investment Advisory, LLC news7
Td Private Client Wealth LLC6
Commonwealth Financial Network news5
Cox Capital Management LLC4
Arborstone Financial, LLC3
Tiaa-Cref Individual & Institutional Services, LLC3
Abbot Financial Management, Inc.2
Arax Advisory Partners2
Beacon Pointe Advisors, LLC news2
Cambridge Investment Research Advisors, Inc. news2
Focus Partners Wealth, LLC2
Intergeneration Capital Management, LLC2
Launch Financial Planning2
Northwestern Mutual Investment Services, LLC2
Retirement Resources Investment Corporation2
Bartholomew & Company Wealth Management, LLC1
Bindman Financial Services, Inc.1
Bostonnorth Financial Services, Inc.1
Citizens Securities, Inc.1
Davis Wealth Advisors1

Advisors in Andover, A to Z

CFP advisors in Andover →

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 112Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84Lexington 69

Questions

How many financial advisors are in Andover, MA?

111 investment adviser representatives are registered at firm offices in Andover, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 76 of them are also registered as broker representatives, and 24 list the CFP designation.

Which firm has the most financial advisors in Andover?

Osaic Wealth, Inc., with 11 registered advisors in Andover, followed by Eagle Strategies LLC with 10.

How do I check a financial advisor in Andover?

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.