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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Salem, MA

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

50 registered advisors work in Salem; the most are at LPL Financial LLC (10). 6 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Salem

FirmAdvisors in Salem
LPL Financial LLC news10
Cabot Wealth Management6
Commonwealth Financial Network news5
Cfs Financial, LLC3
Rothwell Investment Advisors3
Cambridge Investment Research Advisors, Inc. news2
Finer Wealth Management, Inc.2
Abraham, Robert Ralph Jr1
Anthony P. Carnevale C.P.A.1
Capitol Securities Management, Inc.1
Charles Schwab & Co., Inc. news1
Edelman Financial Engines news1
Edward Jones news1
Integrated Wealth Concepts LLC1
John Hancock Investment Management LLC1
LPL Enterprise, LLC news1
Mercer Global Advisors Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Park Avenue Securities LLC1
Plan For It Financial, LLC1
Raymond James & Associates, Inc. news1
Red Clover Wealth Management, LLC1
Revolution Capital, Inc.1
Sail Loft Capital Management LLC1
Td Private Client Wealth LLC1

Advisors in Salem, A to Z

CFP advisors in Salem →

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 Salem, MA?

50 investment adviser representatives are registered at firm offices in Salem, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Salem?

LPL Financial LLC, with 10 registered advisors in Salem, followed by Cabot Wealth Management with 6.

How do I check a financial advisor in Salem?

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.