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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Westwood, MA

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

123 registered advisors work in Westwood; the most are at Citizens Securities, Inc. (37). 36 list the CFP designation and 97 are also registered broker representatives.

Firms with the most advisors in Westwood

FirmAdvisors in Westwood
Citizens Securities, Inc.37
LPL Financial LLC news30
Strategic Advisers LLC20
Savant Wealth Management news13
Stage Harbor Financial7
J.P. Morgan Securities LLC news2
Kestra Advisory Services, LLC news2
Ameriprise Financial Services, LLC news1
Augeo Wealth Management1
Citizens Private Wealth1
Dover Investment Advisory Corporation1
Edward Jones news1
Fair Haven Capital LLC1
Focus Advisor Solutions, LLC1
Mha Financial Corp.1
Raymond James & Associates, Inc. news1
Rmw Wealth Management, LLC1
T. Rowe Price Associates, Inc.1
Tiaa-Cref Individual & Institutional Services, LLC1
Your Ia, LLC1

Advisors in Westwood, A to Z

CFP advisors in Westwood →

Other cities in Massachusetts

All of Massachusetts →

Boston 3,833Waltham 477Wellesley 415Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Wakefield 124Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84Lexington 69

Questions

How many financial advisors are in Westwood, MA?

123 investment adviser representatives are registered at firm offices in Westwood, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 97 of them are also registered as broker representatives, and 36 list the CFP designation.

Which firm has the most financial advisors in Westwood?

Citizens Securities, Inc., with 37 registered advisors in Westwood, followed by LPL Financial LLC with 30.

How do I check a financial advisor in Westwood?

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.