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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wellesley, MA

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

415 registered advisors work in Wellesley; the most are at Morgan Stanley (130). 40 list the CFP designation and 311 are also registered broker representatives.

Firms with the most advisors in Wellesley

FirmAdvisors in Wellesley
Morgan Stanley news130
Equitable Advisors, LLC news65
UBS Financial Services Inc. news26
Ameriprise Financial Services, LLC news23
Focus Partners Wealth, LLC21
RBC Capital Markets, LLC news14
New England Private Wealth Advisors, LLC10
Empirical Asset Management, LLC8
LPL Financial LLC news8
Northwestern Mutual Investment Services, LLC8
Raymond James & Associates, Inc. news7
J.P. Morgan Securities LLC news5
Peak Financial Management Inc.5
Wells Fargo Advisors Financial Network, LLC news5
Commonwealth Financial Network news4
Washington Trust Advisors4
Argonautica Private Wealth Management, Inc.3
Guidance Point Advisors, LLC3
Integrated Wealth Concepts LLC3
Kastel Capital Advisors, LLC3
Lido3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Savant Wealth Management news3
Strategic Advisers LLC3
Fairfield Financial Advisors2

Advisors in Wellesley, A to Z (first 300 of 415)

CFP advisors in Wellesley →

Other cities in Massachusetts

All of Massachusetts →

Boston 3,833Waltham 477Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Wakefield 124Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84Lexington 69

Questions

How many financial advisors are in Wellesley, MA?

415 investment adviser representatives are registered at firm offices in Wellesley, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 311 of them are also registered as broker representatives, and 40 list the CFP designation.

Which firm has the most financial advisors in Wellesley?

Morgan Stanley, with 130 registered advisors in Wellesley, followed by Equitable Advisors, LLC with 65.

How do I check a financial advisor in Wellesley?

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.