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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wakefield, MA

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

124 registered advisors work in Wakefield; the most are at Sentinel Pension Advisors, LLC. (34). 22 list the CFP designation and 93 are also registered broker representatives.

Firms with the most advisors in Wakefield

FirmAdvisors in Wakefield
Sentinel Pension Advisors, LLC.34
MML Investors Services, LLC21
LPL Enterprise, LLC news20
Osaic Wealth, Inc. news12
Flagship Wealth Advisors, LLC.7
Commonwealth Financial Network news5
Gallagher Fiduciary Advisors, LLC4
Strategic Advisers LLC3
Vestmark Advisory Solutions, Inc.3
Ameriprise Financial Services, LLC news2
Cetera Investment Advisers LLC news2
Crr Wealth Management2
Eagle Strategies LLC2
Cambridge Investment Research Advisors, Inc. news1
Canaccord Genuity Wealth Management (USA) Inc.1
Johnson O'Connor Wealth Management1
Oxford Martin, LLC1
Plante Moran Financial Advisors1
Santander Securities LLC1
Virtue Capital Management, LLC1
Whitman Financial Services, LLC.1

Advisors in Wakefield, A to Z

CFP advisors in Wakefield →

Other cities in Massachusetts

All of Massachusetts →

Boston 3,833Waltham 477Wellesley 415Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84Lexington 69

Questions

How many financial advisors are in Wakefield, MA?

124 investment adviser representatives are registered at firm offices in Wakefield, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 93 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Wakefield?

Sentinel Pension Advisors, LLC., with 34 registered advisors in Wakefield, followed by MML Investors Services, LLC with 21.

How do I check a financial advisor in Wakefield?

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.