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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marion, MA

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

21 registered advisors work in Marion; the most are at Baldwin Wealth Partners, LLC (10). 0 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Marion

FirmAdvisors in Marion
Baldwin Wealth Partners, LLC10
Cambridge Investment Research Advisors, Inc. news2
Strategic Advisers LLC2
Cetera Investment Advisers LLC news1
Cottage Street Advisors1
Edward Jones news1
LPL Financial LLC news1
Parnassus Investments, LLC1
Pierre & Company LLC1
Sage Wealth Advisors LLC1

Advisors in Marion, 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 Marion, MA?

21 investment adviser representatives are registered at firm offices in Marion, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Marion?

Baldwin Wealth Partners, LLC, with 10 registered advisors in Marion, followed by Cambridge Investment Research Advisors, Inc. with 2.

How do I check a financial advisor in Marion?

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.