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Financial ADVSR advisor directory · SEC adviser records

Savant Wealth Management financial advisors in Woburn, MA

Every SEC-registered investment adviser representative at a Savant Wealth Management office in Woburn, A to Z.

The short answer

5 registered advisors work at Savant Wealth Management in Woburn, out of 370 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Savant Wealth Management advisors in Woburn, A to Z

Every Savant Wealth Management advisor →

Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →

Savant Wealth Management advisors in other cities

Rockford, IL 200Middleton, WI 14Birmingham, AL 13Westwood, MA 13Lancaster, PA 7Lincolnshire, IL 7St Paul, MN 7Huntsville, AL 6Middletown, RI 6Atlanta, GA 5Satellite Beach, FL 5Cedar Rapids, IA 4Chicago, IL 4Huntersville, NC 4Oklahoma City, OK 4

Other firms in Woburn

All Woburn advisors →

LPL Financial LLC 19Citizens Securities, Inc. 17Alta Wealth Advisors LLC 11Cetera Investment Advisers LLC 6Edward Jones 5Northwestern Mutual Investment Services, LLC 5Raymond James Financial Services Advisors, Inc. 5Auour Investments LLC 4Eagle Strategies LLC 4Flagship Private Wealth 4Strategic Advisers LLC 493 Financial Group, LLC 3

Questions

How many financial advisors does Savant Wealth Management have in Woburn?

5 investment adviser representatives are registered at Savant Wealth Management offices in Woburn, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Savant Wealth Management one of the largest advisor employers in Woburn?

Savant Wealth Management ranks number 8 in Woburn by registered advisors; LPL Financial LLC has the most, with 19.

How do I check a Savant Wealth Management 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 Savant Wealth Management 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.