Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Wellesley, MA

Every SEC-registered investment adviser representative at a LPL Financial LLC office in Wellesley, A to Z.

8 registered advisors work at LPL Financial LLC in Wellesley, out of 22,666 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

LPL Financial LLC advisors in Wellesley, A to Z

Every LPL Financial LLC advisor →

LPL Financial LLC advisors in every city and state →LPL Financial LLC: assets, clients and custodians →LPL Financial news and advisor moves →LPL Financial LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →

LPL Financial LLC advisors in other cities

San Diego, CA 809Fort Mill, SC 438Houston, TX 144Scottsdale, AZ 119Charlotte, NC 117Austin, TX 116Chicago, IL 109Las Vegas, NV 95Tampa, FL 91Honolulu, HI 88San Antonio, TX 87Fresno, CA 84Dallas, TX 81Seattle, WA 80Irvine, CA 74

Other firms in Wellesley

All Wellesley advisors →

Morgan Stanley 130Equitable Advisors, LLC 65UBS Financial Services Inc. 26Ameriprise Financial Services, LLC 23Focus Partners Wealth, LLC 21RBC Capital Markets, LLC 14New England Private Wealth Advisors, LLC 10Empirical Asset Management, LLC 8Northwestern Mutual Investment Services, LLC 8Raymond James & Associates, Inc. 7J.P. Morgan Securities LLC 5Peak Financial Management Inc. 5

Questions

How many financial advisors does LPL Financial LLC have in Wellesley?

8 investment adviser representatives are registered at LPL Financial LLC offices in Wellesley, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 22,666 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is LPL Financial LLC one of the largest advisor employers in Wellesley?

LPL Financial LLC ranks number 9 in Wellesley by registered advisors; Morgan Stanley has the most, with 130.

How do I check a LPL Financial LLC advisor in Wellesley?

Each advisor below links to a profile with their registrations, exams, designations 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 LPL Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.