Friday, October 23, 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 Plymouth, MA

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

92 registered advisors work in Plymouth; the most are at Shp Wealth Management, LLC (28). 18 list the CFP designation and 49 are also registered broker representatives.

Firms with the most advisors in Plymouth

FirmAdvisors in Plymouth
Shp Wealth Management, LLC28
Cetera Investment Advisers LLC news6
Commonwealth Financial Network news6
1620 Investment Advisors, Inc.4
LPL Financial LLC news4
Stifel, Nicolaus & Company, Incorporated news4
World Investment Advisors, LLC4
Edward Jones news3
Ameriprise Financial Services, LLC news2
Cambridge Investment Research Advisors, Inc. news2
Charles Schwab & Co., Inc. news2
Citizens Securities, Inc.2
Granite Wealth Management LLC2
Raymond James Financial Services Advisors, Inc. news2
Strategic Advisers LLC2
The Ameriflex Group2
Client Priority Financial Advisors LLC1
Condon Wealth Management, Inc.1
Cvw Financial, LLC1
Eagle Strategies LLC1
Flagship Wealth Advisors, LLC.1
Independent Financial Group, LLC1
Integrated Wealth Concepts LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Nautical Home Lending LLC1

Advisors in Plymouth, A to Z

CFP advisors in Plymouth →

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 95Hyannis 88Framingham 84Lexington 69

Questions

How many financial advisors are in Plymouth, MA?

92 investment adviser representatives are registered at firm offices in Plymouth, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 49 of them are also registered as broker representatives, and 18 list the CFP designation.

Which firm has the most financial advisors in Plymouth?

Shp Wealth Management, LLC, with 28 registered advisors in Plymouth, followed by Cetera Investment Advisers LLC with 6.

How do I check a financial advisor in Plymouth?

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.