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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

White Lighthouse Investment Management, Inc. financial advisors in Bedford, MA

Every SEC-registered investment adviser representative at a White Lighthouse Investment Management, Inc. office in Bedford, A to Z.

The short answer

6 registered advisors work at White Lighthouse Investment Management, Inc. in Bedford, out of 6 at the firm nationwide; it ranks number 2 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

White Lighthouse Investment Management, Inc. advisors in Bedford, A to Z

Every White Lighthouse Investment Management, Inc. advisor →

White Lighthouse Investment Management, Inc. advisors in every city and state →White Lighthouse Investment Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bedford

All Bedford advisors →

LPL Financial LLC 4Boston Harbor Investment Management 3

Questions

How many financial advisors does White Lighthouse Investment Management, Inc. have in Bedford?

6 investment adviser representatives are registered at White Lighthouse Investment Management, Inc. offices in Bedford, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is White Lighthouse Investment Management, Inc. one of the largest advisor employers in Bedford?

White Lighthouse Investment Management, Inc. ranks number 2 in Bedford by registered advisors; LPL Financial LLC has the most, with 4.

How do I check a White Lighthouse Investment Management, Inc. advisor in Bedford?

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 White Lighthouse Investment Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.