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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Winchester, MA

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

33 registered advisors work in Winchester; the most are at Ameriprise Financial Services, LLC (6). 10 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Winchester

FirmAdvisors in Winchester
Ameriprise Financial Services, LLC news6
Boston Standard Wealth Management, LLC4
Shepherd Financial Partners, LLC4
LPL Financial LLC news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Act 2 Planning1
Brandes Investment Partners, LP1
Broadwealth LLC1
Canopy Capital Group1
Commonwealth Financial Network news1
Concurrent Investment Advisors, LLC news1
Eagle Strategies LLC1
Equity Fund Research, LLC1
Larson Financial Planning Inc.1
Neuberger Berman Bd LLC1
Park Avenue Securities LLC1
Raymond James & Associates, Inc. news1
Strategic Advisers LLC1
Tiaa-Cref Individual & Institutional Services, LLC1
UBS Financial Services Inc. news1

Advisors in Winchester, A to Z

CFP advisors in Winchester →

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 Winchester, MA?

33 investment adviser representatives are registered at firm offices in Winchester, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Winchester?

Ameriprise Financial Services, LLC, with 6 registered advisors in Winchester, followed by Boston Standard Wealth Management, LLC with 4.

How do I check a financial advisor in Winchester?

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.