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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marlborough, MA

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

33 registered advisors work in Marlborough; the most are at LPL Financial LLC (6). 9 list the CFP designation and 21 are also registered broker representatives.

Firms with the most advisors in Marlborough

FirmAdvisors in Marlborough
LPL Financial LLC news6
Commonwealth Financial Network news3
Edward Jones news3
Ameriprise Financial Services, LLC news2
Greenport Capital Advisors2
Mariner news2
Strategic Advisers LLC2
Zen Wealth Advisors, LLC2
Assist Fp1
Cambridge Investment Research Advisors, Inc. news1
Centaurus Financial, Inc.1
Community Financial Group, Inc.1
Faith And Family Wealth Management1
J.P. Morgan Securities LLC news1
Mannion Money Advisory1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Shilla Advisory LLC1
Verus Capital Partners, LLC1

Advisors in Marlborough, A to Z

CFP advisors in Marlborough →

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 Marlborough, MA?

33 investment adviser representatives are registered at firm offices in Marlborough, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Marlborough?

LPL Financial LLC, with 6 registered advisors in Marlborough, followed by Commonwealth Financial Network with 3.

How do I check a financial advisor in Marlborough?

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.