Saturday, October 24, 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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Revere, MA

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

The short answer

7 registered advisors work in Revere; the most are at Lattanzi Financial Services LLC (2). 2 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Revere

FirmAdvisors in Revere
Lattanzi Financial Services LLC2
Baldwin Wealth Partners, LLC1
Curious Crow Financial Planning1
J.P. Morgan Securities LLC news1
MML Investors Services, LLC1
Strategic Advisers LLC1

Advisors in Revere, A to Z

CFP advisors in Revere →

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 Revere, MA?

7 investment adviser representatives are registered at firm offices in Revere, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Revere?

Lattanzi Financial Services LLC, with 2 registered advisors in Revere, followed by Baldwin Wealth Partners, LLC with 1.

How do I check a financial advisor in Revere?

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.