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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Boston, MA

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

4,092 registered advisors work in Boston; the most are at Morgan Stanley (368). 0 list the CFP designation and 2,951 are also registered broker representatives.

Firms with the most advisors in Boston

FirmAdvisors in Boston
Morgan Stanley news368
Merrill Lynch, Pierce, Fenner & Smith Incorporated news353
J.P. Morgan Securities LLC news256
UBS Financial Services Inc. news187
Voya Financial Advisors, Inc.177
Strategic Advisers LLC165
Columbia Management Investment Advisers, LLC139
John Hancock Investment Management LLC102
Eaton Vance Management96
MML Investors Services, LLC95
Wells Fargo Clearing Services, LLC news62
Putnam Investment Management, LLC54
Rwa Wealth Partners53
Captrust news52
Scs Capital Management LLC52
Cw Advisors, LLC51
Mfs Institutional Advisors Inc.47
Mma Securities LLC44
RBC Capital Markets, LLC news44
Natixis Advisors, LLC40
Ameriprise Financial Services, LLC news38
Blackrock Investment Management, LLC38
Flagship Harbor Advisors, LLC37
John Hancock Personal Financial Services, LLC36
Charles Schwab & Co., Inc. news32

Advisors in Boston, A to Z (first 300 of 4,092)

Search all of Massachusetts →

Other cities in Massachusetts

All of Massachusetts →

Waltham 519Wellesley 455Needham 281Worcester 219Burlington 218Hingham 214Braintree 197Springfield 190Westborough 177Danvers 163Norwell 150Wakefield 132Westwood 131Wellesley Hills 127Andover 122Beverly 122Woburn 121Newton 115Cambridge 112Bolton 101Plymouth 99Hyannis 93Lexington 79Framingham 78

Questions

How many financial advisors are in Boston, MA?

4,092 investment adviser representatives are registered at firm offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 2,951 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Boston?

Morgan Stanley, with 368 registered advisors in Boston, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 353.

How do I check a financial advisor in Boston?

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.