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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Waltham, MA

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

519 registered advisors work in Waltham; the most are at Commonwealth Financial Network (160). 0 list the CFP designation and 349 are also registered broker representatives.

Firms with the most advisors in Waltham

FirmAdvisors in Waltham
Commonwealth Financial Network news160
Eagle Strategies LLC66
Ballentine Partners61
Integrated Wealth Concepts LLC57
Wells Fargo Clearing Services, LLC news22
Tiaa-Cref Individual & Institutional Services, LLC20
Montis Financial, LLC14
Oneamerica Securities, Inc.14
Beacon Pointe Advisors, LLC news9
Transamerica Financial Advisors, LLC9
Atlantic Planning Group, LLC8
Windrose Advisors LLC8
Hightower Advisors, LLC news7
Pension & Wealth Management Advisors7
Excalibur Management Corp.6
LPL Financial LLC news6
Savvi Financial LLC6
Ameriprise Financial Services, LLC news5
Allworth Financial, L.P. news4
Bankers Life Advisory Services, Inc.4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Mercer Global Advisors Inc.3
Strategic Advisers LLC3
Empower Advisory Group, LLC2
Model Capital Management LLC2

Advisors in Waltham, A to Z (first 300 of 519)

Search all of Massachusetts →

Other cities in Massachusetts

All of Massachusetts →

Boston 4,092Wellesley 455Needham 281Worcester 219Burlington 218Hingham 214Braintree 197Springfield 190Westborough 177Danvers 163Norwell 150Wakefield 132Westwood 131Wellesley Hills 127Andover 122Beverly 122Woburn 121Newton 115Cambridge 112Bolton 101Plymouth 99Hyannis 93Lexington 79Framingham 78

Questions

How many financial advisors are in Waltham, MA?

519 investment adviser representatives are registered at firm offices in Waltham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 349 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Waltham?

Commonwealth Financial Network, with 160 registered advisors in Waltham, followed by Eagle Strategies LLC with 66.

How do I check a financial advisor in Waltham?

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.