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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fall River, MA

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

The short answer

27 registered advisors work in Fall River; the most are at Ameriprise Financial Services, LLC (8). 3 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Fall River

FirmAdvisors in Fall River
Ameriprise Financial Services, LLC news8
Cetera Investment Advisers LLC news3
Eagle Strategies LLC3
LPL Enterprise, LLC news2
&Partners news1
Cambridge Investment Research Advisors, Inc. news1
Edward Jones news1
Equity Services, Inc.1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Northeast Capital Management, Inc.1
Osaic Wealth, Inc. news1
South Coast Planning & Wealth Management1
Southcoast Advisory Group, Inc.1
Successful Money Strategies Inc.1

Advisors in Fall River, A to Z

CFP advisors in Fall River →

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 Fall River, MA?

27 investment adviser representatives are registered at firm offices in Fall River, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Fall River?

Ameriprise Financial Services, LLC, with 8 registered advisors in Fall River, followed by Cetera Investment Advisers LLC with 3.

How do I check a financial advisor in Fall River?

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.