Saturday, October 24, 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

LPL Financial LLC financial advisors in Woburn, MA

Every SEC-registered investment adviser representative at a LPL Financial LLC office in Woburn, A to Z.

The short answer

19 registered advisors work at LPL Financial LLC in Woburn, out of 21,094 at the firm nationwide; it ranks number 1 in the city by advisors. 4 list the CFP designation and 19 are also registered broker representatives.

LPL Financial LLC advisors in Woburn, A to Z

Every LPL Financial LLC advisor →

LPL Financial LLC advisors in other cities

San Diego, CA 743Fort Mill, SC 408Houston, TX 130Charlotte, NC 114Austin, TX 112Scottsdale, AZ 109Chicago, IL 100Las Vegas, NV 89Tampa, FL 89Seattle, WA 80Fresno, CA 79Honolulu, HI 77San Antonio, TX 77Dallas, TX 76Atlanta, GA 70

Other firms in Woburn

All Woburn advisors →

Citizens Securities, Inc. 17Alta Wealth Advisors LLC 11Cetera Investment Advisers LLC 6Edward Jones 5Northwestern Mutual Investment Services, LLC 5Raymond James Financial Services Advisors, Inc. 5Savant Wealth Management 5Auour Investments LLC 4Eagle Strategies LLC 4Flagship Private Wealth 4Strategic Advisers LLC 493 Financial Group, LLC 3

Questions

How many financial advisors does LPL Financial LLC have in Woburn?

19 investment adviser representatives are registered at LPL Financial LLC offices in Woburn, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 4 list the CFP designation and 19 are also registered as broker representatives.

Is LPL Financial LLC one of the largest advisor employers in Woburn?

LPL Financial LLC ranks number 1 in Woburn by registered advisors, ahead of Citizens Securities, Inc. (17).

How do I check a LPL Financial LLC advisor in Woburn?

Each advisor below links to a profile with their registrations, exams, designations 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 LPL Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.