AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / LPL Financial LLC
Financial advisors in Boston, MA using LPL Financial LLC
18 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Algorithmic Investment Models | Boston | SEC-registered investment adviser | $25 million to $100 million |
| Alta Wealth Advisors LLC | Woburn | SEC-registered investment adviser | $500 million to $1 billion |
| Atwater Wealth Management, Inc. | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Beck Bode LLC | Dedham | SEC-registered investment adviser | $500 million to $1 billion |
| Blueline Advisors | Exeter | SEC-registered investment adviser | $100 million to $500 million |
| Butterworth Financial LLC | Danvers | SEC-registered investment adviser | $100 million to $500 million |
| Byrne Financial Freedom, LLC | Franklin | SEC-registered investment adviser | $500 million to $1 billion |
| Flagship Harbor Advisors, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Flagship Private Wealth | Woburn | SEC-registered investment adviser | $100 million to $500 million |
| Goodman Advisory Group, LLC | Needham | SEC-registered investment adviser | $100 million to $500 million |
| Integrated Wealth Concepts LLC | Waltham | SEC-registered investment adviser | Over $5 billion |
| Napier Financial | Braintree | SEC-registered investment adviser | $500 million to $1 billion |
| Rothwell Investment Advisors | Salem | SEC-registered investment adviser | $100 million to $500 million |
| Shepherd Financial Partners, LLC | Winchester | SEC-registered investment adviser | $1 billion to $5 billion |
| Steele Street Capital LLC | Portsmouth | SEC-registered investment adviser | $100 million to $500 million |
| The Sher Wealth Management Group | Needham | SEC-registered investment adviser | $100 million to $500 million |
| Vestmark Advisory Solutions, Inc. | Wakefield | SEC-registered investment adviser | Over $5 billion |
| Winthrop Wealth | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Boston, MA using LPL Financial LLC. https://advisorcensus.com/advisors/ma/boston/custodians/lpl-financial https://advisorcensus.com/advisors/ma/boston/custodians/lpl-financial