Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Newburyport, MA
Every SEC-registered investment adviser representative at a firm office in Newburyport, with the firms that employ the most of them.
39 registered advisors work in Newburyport; the most are at LPL Financial LLC (10). 11 list the CFP designation and 33 are also registered broker representatives.
Firms with the most advisors in Newburyport
Advisors in Newburyport, A to Z
CFP advisors in Newburyport →- Paul M. AccardiLPL Financial LLC
- Evan ArnoldCommonwealth Financial Network
- Medina AvdicJ.P. Morgan Securities LLC
- Stephen P. BlanchetteCommonwealth Financial Network · Certified Financial Planner
- Dylan M. BurlingLPL Financial LLC · Certified Financial Planner
- Joshua R. BurnhamMML Investors Services, LLC
- Beth A. CastantiniCommonwealth Financial Network · Certified Financial Planner
- Thomas G. DwyerEp Wealth Advisors · Certified Financial Planner
- Todd A. EhrenbergCommonwealth Financial Network
- William M. ElwellLPL Financial LLC
- John FalveyStrategic Advisers LLC
- Marc P. FoleyEquitable Advisors, LLC
- Patrick M. FullerCommonwealth Financial Network · Chartered Financial Analyst
- David J. GagnonOnedigital
- Paul M. GamesOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Karen G. GoddardOsaic Wealth, Inc.
- Zachary S. GolubLPL Financial LLC
- Robert A. GuyTax & Investment Advisors
- Timothy V. HelmanCommonwealth Financial Network
- Michael T. HoughtonNewedge Advisors
- Charles M. JohnsonEp Wealth Advisors · Certified Financial Planner
- Daniel P. LabroadGateway Wealth Partners, LLC
- Stephen M. LeavittCommonwealth Financial Network · Certified Financial Planner
- Zachary M. LongleyLPL Financial LLC
- James M. McCarthyOsaic Wealth, Inc.
- Stephen D. McFeelyLPL Financial LLC · Chartered Financial Analyst
- John G. MeakinCommonwealth Financial Network
- George D. Moore IIIJohn Hancock Investment Management LLC
- Michael J. MurphyLPL Financial LLC
- Patricia E. RosenAccess Financial Planning, LLC · Certified Financial Planner
- Brian D. RybickiLPL Financial LLC · Certified Financial Planner
- Rebecca J. SchrummNewedge Advisors
- Corey A. ScruppsLPL Financial LLC
- Alan L. SilvermanMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory H. SilvermanMML Investors Services, LLC
- Ryan J. SmithLPL Financial LLC
- Sheila B. StehlinCommonwealth Financial Network · Certified Financial Planner
- Edward J. Waldron IIIOsaic Wealth, Inc.
- Olivia WebbStrategic Advisers LLC
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 Newburyport, MA?
39 investment adviser representatives are registered at firm offices in Newburyport, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 33 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in Newburyport?
LPL Financial LLC, with 10 registered advisors in Newburyport, followed by Commonwealth Financial Network with 9.
How do I check a financial advisor in Newburyport?
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.