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

Financial advisors in West Roxbury, MA

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

7 registered advisors work in West Roxbury; the most are at Cambridge Investment Research Advisors, Inc. (1). 1 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in West Roxbury

FirmAdvisors in West Roxbury
Cambridge Investment Research Advisors, Inc. news1
LPL Financial LLC news1
MML Investors Services, LLC1
Melius Research1
Private Advisor Group, LLC1
Strategic Advisers LLC1
Thrivent Investment Management Inc.1

Advisors in West Roxbury, A to Z

CFP advisors in West Roxbury →

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 West Roxbury, MA?

7 investment adviser representatives are registered at firm offices in West Roxbury, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in West Roxbury?

Cambridge Investment Research Advisors, Inc., with 1 registered advisors in West Roxbury, followed by LPL Financial LLC with 1.

How do I check a financial advisor in West Roxbury?

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.