Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marshfield, MA

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

The short answer

46 registered advisors work in Marshfield; the most are at MML Investors Services, LLC (7). 6 list the CFP designation and 36 are also registered broker representatives.

Firms with the most advisors in Marshfield

FirmAdvisors in Marshfield
MML Investors Services, LLC7
Osaic Wealth, Inc. news7
LPL Financial LLC news4
McNamara Financial Services, Inc.4
Generous Wealth Management3
Strategic Advisers LLC3
Ameriprise Financial Services, LLC news2
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
UBS Financial Services Inc. news2
Abundant Wealth Management LLC1
Alco Advisors, Inc.1
Dope Cfo Wealth Management1
Edward Jones news1
Ip Financial Advisory Services LLC1
John Hancock Investment Management LLC1
Snug Harbor Capital Management, LLC1
Stifel, Nicolaus & Company, Incorporated news1
Twin Gryphon Advisors LLC1

Advisors in Marshfield, A to Z

CFP advisors in Marshfield →

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 Marshfield, MA?

46 investment adviser representatives are registered at firm offices in Marshfield, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Marshfield?

MML Investors Services, LLC, with 7 registered advisors in Marshfield, followed by Osaic Wealth, Inc. with 7.

How do I check a financial advisor in Marshfield?

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.