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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Canton, MA

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

The short answer

33 registered advisors work in Canton; the most are at Commonwealth Financial Network (9). 9 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Canton

FirmAdvisors in Canton
Commonwealth Financial Network news9
Gray Private Wealth, LLC3
Strategic Advisers LLC3
Transamerica Financial Advisors, LLC3
Exchange Place Advisors, LLC2
LPL Financial LLC news2
Pfs Investments Inc.2
Cambridge Investment Research Advisors, Inc. news1
Citigroup Global Markets Inc. news1
Edward Jones news1
Empower Advisory Group, LLC1
Integrated Wealth Concepts LLC1
J.P. Morgan Securities LLC news1
Osaic Institutions, Inc. news1
Osaic Wealth, Inc. news1
Zacks Investment Management, Inc.1

Advisors in Canton, A to Z

CFP advisors in Canton →

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 Canton, MA?

33 investment adviser representatives are registered at firm offices in Canton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Canton?

Commonwealth Financial Network, with 9 registered advisors in Canton, followed by Gray Private Wealth, LLC with 3.

How do I check a financial advisor in Canton?

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.