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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cambridge, MA

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

110 registered advisors work in Cambridge; the most are at Strategic Advisers LLC (21). 14 list the CFP designation and 72 are also registered broker representatives.

Firms with the most advisors in Cambridge

FirmAdvisors in Cambridge
Strategic Advisers LLC21
Merrill Lynch, Pierce, Fenner & Smith Incorporated news14
Tiaa-Cref Individual & Institutional Services, LLC9
Gc Wealth Management Ria, LLC7
Davinci Capital Management, Inc.6
Charles Schwab & Co., Inc. news5
LPL Financial LLC news5
Cip Capital Management, LLC3
J.P. Morgan Securities LLC news3
Pinney & Scofield, Inc.3
Datalign2
East Horizon Investments2
UBS Financial Services Inc. news2
Applied Fundamental Research, LLC1
Bradyco Financial1
Cambridge Investment Research Advisors, Inc. news1
Cambridge Trustee Advisors Inc.1
Centre Street Cambridge Corporation1
Cetera Investment Advisers LLC news1
Chicago Partners Investment Group LLC1
Citizens Securities, Inc.1
Commenda Capital Advisors1
Commonwealth Financial Network news1
Davis Wealth Advisors1
Ellisville Harbour Partners1

Advisors in Cambridge, A to Z

CFP advisors in Cambridge →

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 111Bolton 95Plymouth 92Hyannis 88Framingham 84Lexington 69

Questions

How many financial advisors are in Cambridge, MA?

110 investment adviser representatives are registered at firm offices in Cambridge, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 72 of them are also registered as broker representatives, and 14 list the CFP designation.

Which firm has the most financial advisors in Cambridge?

Strategic Advisers LLC, with 21 registered advisors in Cambridge, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 14.

How do I check a financial advisor in Cambridge?

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.