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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Peak Financial Management Inc. financial advisors in Wellesley, MA

Every SEC-registered investment adviser representative at a Peak Financial Management Inc. office in Wellesley, A to Z.

The short answer

6 registered advisors work at Peak Financial Management Inc. in Wellesley, out of 6 at the firm nationwide; it ranks number 12 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Peak Financial Management Inc. advisors in Wellesley, A to Z

Every Peak Financial Management Inc. advisor →

Peak Financial Management Inc. advisors in every city and state →Peak Financial Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Wellesley

All Wellesley advisors →

Morgan Stanley 138Equitable Advisors, LLC 67UBS Financial Services Inc. 25Ameriprise Financial Services, LLC 23Focus Partners Wealth, LLC 21RBC Capital Markets, LLC 13New England Private Wealth Advisors, LLC 11Empirical Asset Management, LLC 10LPL Financial LLC 10Northwestern Mutual Investment Services, LLC 8Raymond James & Associates, Inc. 7Washington Trust Advisors 5

Questions

How many financial advisors does Peak Financial Management Inc. have in Wellesley?

6 investment adviser representatives are registered at Peak Financial Management Inc. offices in Wellesley, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Peak Financial Management Inc. one of the largest advisor employers in Wellesley?

Peak Financial Management Inc. ranks number 12 in Wellesley by registered advisors; Morgan Stanley has the most, with 138.

How do I check a Peak Financial Management Inc. 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 Peak Financial Management Inc. 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.