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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Bedford, MA

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

34 registered advisors work in New Bedford; the most are at Barry Investment Advisors, LLC (8). 5 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in New Bedford

FirmAdvisors in New Bedford
Barry Investment Advisors, LLC8
Pfs Investments Inc.5
Citizens Securities, Inc.3
Cetera Investment Advisers LLC news2
Clarity Retirement & Wealth, LLC2
Integrated Wealth Concepts LLC2
Strategic Advisers LLC2
Ccm Investment Management, LLC1
Edward Jones news1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Institutions, Inc. news1
Osaic Wealth, Inc. news1
Planvision, LLC1
Santander Securities LLC1
Stifel, Nicolaus & Company, Incorporated news1
Yankee Investor, LLC1

Advisors in New Bedford, A to Z

CFP advisors in New Bedford →

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 New Bedford, MA?

34 investment adviser representatives are registered at firm offices in New Bedford, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in New Bedford?

Barry Investment Advisors, LLC, with 8 registered advisors in New Bedford, followed by Pfs Investments Inc. with 5.

How do I check a financial advisor in New Bedford?

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.