Financial ADVSR advisor directory · SEC adviser records
Kingswood Wealth Advisors, LLC financial advisors
Every SEC-registered investment adviser representative at Kingswood Wealth Advisors, LLC, by the state and city of the office they work from.
The short answer
112 registered advisors work at Kingswood Wealth Advisors, LLC, in 19 states and 50 cities; the most are in San Diego, CA (35). 13 list the CFP designation and 93 are also registered broker representatives.
Search every Kingswood Wealth Advisors, LLC advisor by name →Who joined and left Kingswood Wealth Advisors, LLC →Kingswood Wealth Advisors, LLC: assets, clients and custodians →Kingswood U.S. news and advisor moves →
Cities with the most Kingswood Wealth Advisors, LLC advisors
San Diego, CA 35New York, NY 5Nashville, TN 4Boca Raton, FL 3Franklin, TN 3Rochester, NY 3Roseville, CA 3Watkinsville, GA 3Campbell, CA 2Clearwater, FL 2Dalton, GA 2Lehi, UT 2Manhattan Beach, CA 2Phoenix, AZ 2Plano, TX 2Raleigh, NC 2Santa Barbara, CA 2Wall, NJ 2Waxhaw, NC 2Alexandria, VA 1Athens, GA 1Atlanta, GA 1Aubrundale, MA 1Austin, TX 1Brentwood, TN 1Charlotte, NC 1Chicago, IL 1Dallas, TX 1Danville, KY 1Denver, CO 1
Kingswood Wealth Advisors, LLC advisors by state
Kingswood Wealth Advisors, LLC in California 49
San Diego 35Roseville 3Campbell 2Manhattan Beach 2Santa Barbara 2El Cerrito 1Foothill Ranch 1Fullerton 1Jurupa Valley 1Redondo Beach 1
Kingswood Wealth Advisors, LLC in Florida 11
Boca Raton 3Clearwater 2Lake Worth 1Miami Shores 1Pensacola 1Tampa 1West Palm Beach 1Winter Park 1
Questions
How many financial advisors does Kingswood Wealth Advisors, LLC have?
112 investment adviser representatives are registered with Kingswood Wealth Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 19 states and 50 cities. 13 list the CFP designation and 93 are also registered as broker representatives.
Where does Kingswood Wealth Advisors, LLC have the most advisors?
San Diego, CA, with 35 registered advisors, then New York, NY (5). By state, California has the most, with 49.
How do I find a Kingswood Wealth Advisors, LLC financial advisor near me?
Pick your state below, then your city, to see every Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, 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 →