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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Florida

Every SEC-registered financial advisor in Florida who lists the Chartered Financial Analyst designation, by city.

645 CFA charterholders work in Florida; the most are in Miami (105).

Cities in Florida with CFA charterholders

Every advisor in Florida →

Miami 105Tampa 64Naples 43Palm Beach Gardens 37Sarasota 37St. Petersburg 23Boca Raton 22West Palm Beach 21Coral Gables 20Orlando 20Jacksonville 16Jupiter 16Winter Park 15Lake Mary 11Ponte Vedra Beach 10Clearwater 9Fort Lauderdale 8Delray Beach 7Jacksonville Beach 7Palm Beach 7Vero Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4Plantation 4Pompano Beach 4St Petersburg 4Boynton Beach 3Doral 3Hollywood 3Lakewood Ranch 3Ocala 3Seminole 3Sunrise 3Tallahassee 3Wellington 3

68 smaller places with one or two CFA charterholders are in the advisor search.

CFA advisors in other states

CaliforniaNew YorkTexasPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFA financial advisors are in Florida?

645 SEC-registered investment adviser representatives in Florida list the CFA designation; the most work in Miami (105).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.