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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Whitman, MA

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

The short answer

2 registered advisors work in Whitman; the most are at Edelman Financial Engines (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Whitman

FirmAdvisors in Whitman
Edelman Financial Engines news1
Strategic Advisers LLC1

Advisors in Whitman, A to Z

Search all of Massachusetts →

Other cities in Massachusetts

All of Massachusetts →

Boston 3,935Waltham 484Wellesley 427Needham 264Hingham 205Burlington 202Worcester 200Braintree 182Springfield 171Westborough 169Danvers 151Norwell 141Westwood 127Wakefield 120Wellesley Hills 116Andover 114Beverly 114Woburn 114Newton 111Cambridge 105Bolton 94Plymouth 93Hyannis 89Lexington 75

Questions

How many financial advisors are in Whitman, MA?

2 investment adviser representatives are registered at firm offices in Whitman, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Whitman?

Edelman Financial Engines, with 1 registered advisors in Whitman, followed by Strategic Advisers LLC with 1.

How do I check a financial advisor in Whitman?

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.