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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wayland, MA

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

38 registered advisors work in Wayland; the most are at Asset Strategy Advisors, LLC (11). 7 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Wayland

FirmAdvisors in Wayland
Asset Strategy Advisors, LLC11
Osaic Wealth, Inc. news4
Cambridge Investment Research Advisors, Inc. news3
LPL Financial LLC news2
Strategic Advisers LLC2
The Clifford Group LLC2
Yankee Advisers, LLC2
Advisors Capital Management, LLC1
Ameriprise Financial Services, LLC news1
Commonwealth Financial Network news1
Equitable Advisors, LLC news1
F.F. Advisors, LLC1
Greenwich Wealth Management, LLC1
Kailash Capital Research LLC1
L2 Asset Management, LLC1
LPL Enterprise, LLC news1
Levin Financial Planning1
Philosophe Financial1
Sei Investments Management Corp.1
UBS Financial Services Inc. news1

Advisors in Wayland, A to Z

CFP advisors in Wayland →

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 Wayland, MA?

38 investment adviser representatives are registered at firm offices in Wayland, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Wayland?

Asset Strategy Advisors, LLC, with 11 registered advisors in Wayland, followed by Osaic Wealth, Inc. with 4.

How do I check a financial advisor in Wayland?

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.