Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Florida

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

853 ChFC holders work in Florida; the most are in Tampa (74).

Cities in Florida with ChFC holders

Every advisor in Florida →

Tampa 74Boca Raton 46Naples 39Orlando 31Palm Beach Gardens 28Jacksonville 24Sarasota 22Miami 21Bradenton 15Fort Myers 15Fort Lauderdale 14Ocala 14Pensacola 12St. Petersburg 12Bonita Springs 11Clearwater 11Plantation 11The Villages 10Winter Park 10Coral Gables 9Ft. Lauderdale 9Jupiter 9Coral Springs 8Gainesville 8Ponte Vedra Beach 8Stuart 8Tallahassee 8West Palm Beach 8Delray Beach 7Ft Lauderdale 7Lake Mary 7Maitland 7Melbourne 7Ormond Beach 7Cape Coral 6Daytona Beach 6Lakeland 6Venice 6Vero Beach 6Wesley Chapel 6Boynton Beach 5Brandon 5Port St Lucie 5Weston 5Altamonte Springs 4Deland 4Fernandina Beach 4Lady Lake 4Largo 4Leesburg 4Lutz 4Orange Park 4Oviedo 4Palm Coast 4Sunrise 4Estero 3Hollywood 3Lakewood Ranch 3Melbourne Beach 3North Palm Beach 3Palm Harbor 3Riverview 3Sanibel 3Sebring 3Spring Hill 3St Augustine 3Winter Garden 3

141 smaller places with one or two ChFC holders are in the advisor search.

ChFC advisors in other states

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

Questions

How many ChFC financial advisors are in Florida?

853 SEC-registered investment adviser representatives in Florida list the ChFC designation; the most work in Tampa (74).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.