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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Quincy, MA

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

63 registered advisors work in Quincy; the most are at Strategic Advisers LLC (14). 5 list the CFP designation and 46 are also registered broker representatives.

Firms with the most advisors in Quincy

FirmAdvisors in Quincy
Strategic Advisers LLC14
Edelman Financial Engines news4
Ameriprise Financial Services, LLC news3
Edward Jones news3
Latigo Peak Partners, LLC3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Cambridge Investment Research Advisors, Inc. news2
Citizens Securities, Inc.2
Cw Advisors, LLC2
Granite Advisors LLC2
LPL Financial LLC news2
MML Investors Services, LLC2
Capital Analysts1
Charles Schwab & Co., Inc. news1
Columbia Management Investment Advisers, LLC1
Compass Capital Corporation1
Consolidated Portfolio Review Corp.1
Diversify Advisory Services, LLC1
Equitable Advisors, LLC news1
Fidelity Institutional Wealth Adviser LLC news1
Harvest Capital Management, LLC1
Invesco Advisers, Inc.1
J.P. Morgan Securities LLC news1
John Hancock Investment Management LLC1
Kaizen Retirement Plan Advisors, LLC1

Advisors in Quincy, A to Z

CFP advisors in Quincy →

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 Quincy, MA?

63 investment adviser representatives are registered at firm offices in Quincy, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 46 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Quincy?

Strategic Advisers LLC, with 14 registered advisors in Quincy, followed by Edelman Financial Engines with 4.

How do I check a financial advisor in Quincy?

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.