AdvisorCensus / Financial advisors / Massachusetts / Barnstable Town, MA / New firms
New investment advisory firms in Barnstable Town, MA
3 investment advisory firms in Barnstable Town, MA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
September 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Pearson Financial Services | Dennis, MA | SEC-registered investment adviser |
August 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Washington Financial Group, Inc. | Osterville, MA | SEC-registered investment adviser |
April 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Legacy Two Advisors, LLC | Mashpee, MA | Exempt reporting adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in Barnstable Town, MA. https://advisorcensus.com/advisors/ma/barnstable-town/new-firms https://advisorcensus.com/advisors/ma/barnstable-town/new-firms