Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Smartleaf Asset Management LLC financial advisors in Boston, MA

Every SEC-registered investment adviser representative at a Smartleaf Asset Management LLC office in Boston, A to Z.

The short answer

5 registered advisors work at Smartleaf Asset Management LLC in Boston, out of 5 at the firm nationwide; it ranks number 107 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Smartleaf Asset Management LLC advisors in Boston, A to Z

Every Smartleaf Asset Management LLC advisor →

Smartleaf Asset Management LLC advisors in every city and state →Smartleaf Asset Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Boston

All Boston advisors →

Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53

Questions

How many financial advisors does Smartleaf Asset Management LLC have in Boston?

5 investment adviser representatives are registered at Smartleaf Asset Management LLC offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Smartleaf Asset Management LLC one of the largest advisor employers in Boston?

Smartleaf Asset Management LLC ranks number 107 in Boston by registered advisors; Morgan Stanley has the most, with 347.

How do I check a Smartleaf Asset Management LLC advisor in Boston?

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 Smartleaf Asset Management LLC 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.