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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Concord, MA

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

72 registered advisors work in Concord; the most are at Twelve Points Wealth Management (18). 0 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Concord

FirmAdvisors in Concord
Twelve Points Wealth Management18
Bay Colony Advisors14
Cambridge Investment Research Advisors, Inc. news3
Monument Group Wealth Advisors, LLC3
Newedge Advisors3
Strategic Advisers LLC3
Heritage Financial Network, Inc.2
Integrated Wealth Concepts LLC2
Mindoro Capital Partners LLC2
Osaic Wealth, Inc. news2
Radius Capital Advisors2
Ameriprise Financial Services, LLC news1
Aspire Financial Advisors, Inc.1
Avk Partners1
Cape Ann Capital, Inc.1
Chemistry Wealth Management LLC1
Chilmark Wealth Management LLC1
Citizens Securities, Inc.1
Commonwealth Financial Network news1
Concordia Wealth Management, LLC1
Duffield Financial Group1
Hornor, Townsend & Kent, LLC1
Meeting House Capital, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1

Advisors in Concord, A to Z

Search all of Massachusetts →

Other cities in Massachusetts

All of Massachusetts →

Boston 4,092Waltham 519Wellesley 455Needham 281Worcester 219Burlington 218Hingham 214Braintree 197Springfield 190Westborough 177Danvers 163Norwell 150Wakefield 132Westwood 131Wellesley Hills 127Andover 122Beverly 122Woburn 121Newton 115Cambridge 112Bolton 101Plymouth 99Hyannis 93Lexington 79

Questions

How many financial advisors are in Concord, MA?

72 investment adviser representatives are registered at firm offices in Concord, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Concord?

Twelve Points Wealth Management, with 18 registered advisors in Concord, followed by Bay Colony Advisors with 14.

How do I check a financial advisor in Concord?

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.