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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Miami, FL

Every SEC-registered financial advisor at a firm office in Miami who lists the Certified Financial Planner designation, A to Z.

118 CFP professionals work in Miami; the most are at J.P. Morgan Securities LLC (8). 81 are also registered broker representatives.

CFP advisors in Miami, A to Z

Every advisor in Miami →

Firms with the most CFP professionals in Miami

J.P. Morgan Securities LLC 8Sanctuary Advisors, LLC 7Janney Montgomery Scott LLC 5Cetera Investment Advisers LLC 4Insigneo Advisory Services, LLC 4Raymond James Financial Services Advisors, Inc. 4Truist Advisory Services, Inc. 4UBS Financial Services Inc. 4Commonwealth Financial Network 3Equitable Advisors, LLC 3Financial Designs Wealth Management 3LPL Financial LLC 3Oneamerica Securities, Inc. 3Alliancebernstein L.P. 2Cw Advisors, LLC 2

CFP advisors in other Florida cities

All of Florida →

Tampa 351Boca Raton 179Orlando 175Palm Beach Gardens 163Sarasota 161Naples 155Jacksonville 137Coral Gables 96St. Petersburg 88West Palm Beach 81Clearwater 79Winter Park 79Fort Lauderdale 63Fort Myers 52Melbourne 48Ponte Vedra Beach 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30

Questions

How many CFP financial advisors are in Miami, FL?

118 SEC-registered investment adviser representatives at firm offices in Miami, Florida list the CFP designation; J.P. Morgan Securities LLC employs the most of them (8).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Miami?

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. Confirm the CFP itself with the body that issues it.

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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.