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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Brookline, MA

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

31 registered advisors work in Brookline; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (4). 9 list the CFP designation and 17 are also registered broker representatives.

Firms with the most advisors in Brookline

FirmAdvisors in Brookline
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Nubian Square Investment Advisors, LLC4
MML Investors Services, LLC2
Strategic Advisers LLC2
Cambridge Investment Research Advisors, Inc. news1
Cannon Beach Financial Advisors1
Cetera Investment Advisers LLC news1
Citizens Securities, Inc.1
Collaborative Financial Solutions LLC1
Empower Advisory Group, LLC1
Federated Global Investment Management Corp.1
Federated Investment Counseling1
Federated Securities Corp.1
Hightower Advisors, LLC news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
May Hill Capital, LLC1
Mendoza Wealth Management1
Osaic Institutions, Inc. news1
Santander Securities LLC1
Simansky Investments, LLC1
Timberland Investment Resources, LLC1
Vesta Investment Advisors, LLC1
White Pine Advisory LLC1
Woodstock Wealth Management, Inc.1

Advisors in Brookline, A to Z

CFP advisors in Brookline →

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 Brookline, MA?

31 investment adviser representatives are registered at firm offices in Brookline, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Brookline?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 4 registered advisors in Brookline, followed by Nubian Square Investment Advisors, LLC with 4.

How do I check a financial advisor in Brookline?

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.