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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Needham, MA

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

267 registered advisors work in Needham; the most are at Park Avenue Securities LLC (60). 60 list the CFP designation and 159 are also registered broker representatives.

Firms with the most advisors in Needham

FirmAdvisors in Needham
Park Avenue Securities LLC60
MML Investors Services, LLC27
Commonwealth Financial Network news25
Ascensus Investment Advisors, LLC19
Beaumont Financial Partners13
Focus Partners Wealth, LLC11
F L Putnam Investment Management Co.10
Centerpoint Advisors, LLC8
Armstrong Advisory Group Inc.6
Goodman Advisory Group, LLC6
Commons Capital, LLC5
Edward Jones news5
Wells Fargo Advisors Financial Network, LLC news5
Strategic Advisers LLC4
Darrow Wealth Management3
Global Retirement Partners LLC3
Pinnacle Pension Consultants LLC3
Traub Capital Management3
Ameriprise Financial Services, LLC news2
Farther news2
Freeman Financial LLC2
Integrated Wealth Concepts LLC2
J.P. Morgan Securities LLC news2
Johnson Brunetti2
LPL Financial LLC news2

Advisors in Needham, A to Z

CFP advisors in Needham →

Other cities in Massachusetts

All of Massachusetts →

Boston 3,833Waltham 477Wellesley 415Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Wakefield 124Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84Lexington 69

Questions

How many financial advisors are in Needham, MA?

267 investment adviser representatives are registered at firm offices in Needham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 159 of them are also registered as broker representatives, and 60 list the CFP designation.

Which firm has the most financial advisors in Needham?

Park Avenue Securities LLC, with 60 registered advisors in Needham, followed by MML Investors Services, LLC with 27.

How do I check a financial advisor in Needham?

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.