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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Woburn, MA

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

The short answer

116 registered advisors work in Woburn; the most are at LPL Financial LLC (19). 24 list the CFP designation and 88 are also registered broker representatives.

Firms with the most advisors in Woburn

FirmAdvisors in Woburn
LPL Financial LLC news19
Citizens Securities, Inc.17
Alta Wealth Advisors LLC11
Cetera Investment Advisers LLC news6
Edward Jones news5
Northwestern Mutual Investment Services, LLC5
Raymond James Financial Services Advisors, Inc. news5
Savant Wealth Management news5
Auour Investments LLC4
Eagle Strategies LLC4
Flagship Private Wealth4
Strategic Advisers LLC4
93 Financial Group, LLC3
Integrity Financial Advisors, LLC3
Ameriprise Financial Services, LLC news2
Canopy Capital Group2
Heritage Wealth Management2
Integrated Wealth Concepts LLC2
Belpointe Asset Management LLC1
Commonwealth Financial Network news1
Harbor Point Capital Management, LLC1
J.P. Morgan Securities LLC news1
Katapult Financial Planning LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Nottingham Advisors Inc.1

Advisors in Woburn, A to Z

CFP advisors in Woburn →

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 118Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84Lexington 69

Questions

How many financial advisors are in Woburn, MA?

116 investment adviser representatives are registered at firm offices in Woburn, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 88 of them are also registered as broker representatives, and 24 list the CFP designation.

Which firm has the most financial advisors in Woburn?

LPL Financial LLC, with 19 registered advisors in Woburn, followed by Citizens Securities, Inc. with 17.

How do I check a financial advisor in Woburn?

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.