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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Newton, MA

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

115 registered advisors work in Newton; the most are at Commonwealth Financial Network (10). 0 list the CFP designation and 52 are also registered broker representatives.

Firms with the most advisors in Newton

FirmAdvisors in Newton
Commonwealth Financial Network news10
Ameriprise Financial Services, LLC news8
LPL Financial LLC news8
Focus Partners Wealth, LLC6
Captrust news5
Plum Street Advisors, LLC5
Raymond James Financial Services Advisors, Inc. news5
Capital Advisors Group, Inc.4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Strategic Advisers LLC4
Brock Hill Wealth Management3
Mayport Wealth Management3
Proficio Capital Partners LLC3
Accelerate Retirement2
Beacon Pointe Advisors, LLC news2
Brookstone Wealth Advisors, LLC2
Dakota Wealth, LLC2
Dorfman Value Investments LLC2
Insight Financial Strategists2
J.P. Morgan Securities LLC news2
MML Investors Services, LLC2
Redwood Investments, LLC2
Renaissance Wealth Advisors, LLC2
Valmark Advisers, Inc.2
Bireme Capital, LLC1

Advisors in Newton, A to Z

Search all of Massachusetts →

Other cities in Massachusetts

All of Massachusetts →

Boston 4,092Waltham 519Wellesley 455Needham 281Worcester 219Burlington 218Hingham 214Braintree 197Springfield 190Westborough 177Danvers 163Norwell 150Wakefield 132Westwood 131Wellesley Hills 127Andover 122Beverly 122Woburn 121Cambridge 112Bolton 101Plymouth 99Hyannis 93Lexington 79Framingham 78

Questions

How many financial advisors are in Newton, MA?

115 investment adviser representatives are registered at firm offices in Newton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 52 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Newton?

Commonwealth Financial Network, with 10 registered advisors in Newton, followed by Ameriprise Financial Services, LLC with 8.

How do I check a financial advisor in Newton?

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.