Financial advisors in Plymouth, MA

103 advisors · page 1 of 4

Aidan Arone
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alina Osokhovska
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Willis
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clifford Westberg
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Whiting
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jane Ricardi
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerald Rubin
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Cooney
Financial advisor at Great Oak Capital Partners, LLC
Great Oak Capital Partners, LLC · $477.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Baker
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Campbell
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lori Ulm
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Kenney
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Peck
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Daly
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sandra Childs
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sara Kappos
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Condon
Financial advisor at Condon Wealth Management, Inc.
Condon Wealth Management, Inc. · $122.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alfred Cavacco
Financial advisor at New England Financial Group
New England Financial Group · $77.1M AUM
Verified
View page Check on SEC IAPD ↗
Andrew Augusto
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Finocchiaro
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Scola
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Attar Chalif
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Parillo
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brendan Burke
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Mullen
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Bruce Zaro
Financial advisor at Granite Wealth Management LLC
Granite Wealth Management LLC · $68.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cameron Iarrobino
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Gilbert
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chase Reardon
Financial advisor at Shp Wealth Management, LLC
Shp Wealth Management, LLC · $1.92B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Rieger
Financial advisor at 1620 Investment Advisors, Inc.
1620 Investment Advisors, Inc. · $241.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Plymouth, MA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Plymouth, MA.

How this list works

Before you hire an advisor in Plymouth, MA