Financial ADVSR advisor directory · SEC adviser records
Dakota Wealth, LLC financial advisors
Every SEC-registered investment adviser representative at Dakota Wealth, LLC, by the state and city of the office they work from.
58 registered advisors work at Dakota Wealth, LLC, in 9 states and 16 cities; the most are in Palm Beach Gardens, FL (34). 13 list the CFP designation and 0 are also registered broker representatives.
Search every Dakota Wealth, LLC advisor by name →Who joined and left Dakota Wealth, LLC →Dakota Wealth, LLC: assets, clients and custodians →
Cities with the most Dakota Wealth, LLC advisors
Palm Beach Gardens, FL 34Akron, OH 3Lewes, DE 3Stillwater, MN 3Mechanicsburg, PA 2Newton, MA 2Sartell, MN 2Billings, MT 1Davidson, NC 1Dewes, DE 1Fairfield, CT 1Fort Lauderdale, FL 1Manchester, MA 1Mansfield, MA 1Philadelphia, PA 1Reading, PA 1
Dakota Wealth, LLC advisors by state
Questions
How many financial advisors does Dakota Wealth, LLC have?
58 investment adviser representatives are registered with Dakota Wealth, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 9 states and 16 cities. 13 list the CFP designation and 0 are also registered as broker representatives.
Where does Dakota Wealth, LLC have the most advisors?
Palm Beach Gardens, FL, with 34 registered advisors, then Akron, OH (3). By state, Florida has the most, with 35.
How do I find a Dakota Wealth, LLC financial advisor near me?
Pick your state below, then your city, to see every Dakota Wealth, LLC advisor registered at an office there. Each one 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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Dakota Wealth, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →