Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP 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 says

Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Florida

Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Florida, by city and A to Z.

The short answer

2,497 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Florida, out of 22,881 nationwide; it's the firm's number 3 state by advisors, and the most are in Jacksonville (679). 12 list the CFP designation and 2,497 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors by city in Florida

Every firm in Florida →

Jacksonville 679Miami 276Boca Raton 110Tampa 107Fort Lauderdale 91Naples 79Ponte Vedra Beach 76Coral Gables 70Orlando 67Delray Beach 46Winter Park 45Saint Petersburg 39Stuart 39Sarasota 37Palm Beach Gardens 35Aventura 33Palm Beach 32Bradenton 31Clearwater 30Tallahassee 29Vero Beach 28West Palm Beach 25Weston 25Pensacola 24Jupiter 22Rockledge 22Lake Mary 19Lakewood Ranch 19Plantation 19Fort Myers 18Gainesville 17Punta Gorda 17Venice 17Lakeland 15Ocala 15Daytona Beach 13The Villages 12Saint Augustine 10Weeki Wachee 9Fort Walton Beach 8Destin 7Palm Harbor 7Saint Johns 7Panama City 6Boynton Beach 5Coral Springs 5Bonita Springs 4Hialeah 4Lake Worth 4Miami Beach 4Pembroke Pines 4Wesley Chapel 4Cape Coral 3Clermont 3Hollywood 3Port Orange 3Riverview 3St Augustine 3St. Augustine 3Brandon 2Coconut Creek 2Davie 2Deerfield Beach 2Deland 2Fernandina Beach 2Key Biscayne 2Key West 2Kissimmee 2Lady Lake 2Marco Island 2Miramar 2North Port 2Palm Coast 2Palmetto 2Port Saint Lucie 2Tarpon Springs 2Wellington 2Windermere 2Winter Haven 2Altamonte Springs 1Apollo Beach 1Apopka 1Atlantic Beach 1Bal Harbour 1Bayonet Point 1Brooksville 1Callahan 1Celebration 1Crystal River 1Cudjoe Key 1Ellenton 1Englewood 1Fleming Island 1Fnaples 1Ft Walton Beach 1Great Valkaria 1Homestead 1Jacksonville Beach 1Jensen Beach 1Key Largo 1Land O Lakes 1Largo 1Lauderdale Lakes 1Lighthouse Point 1Maitland 1Margate 1Melbourne 1Merritt Island 1Miami Gardens 1Miami Shores 1Middleburg 1Mount Dora 1Navarre Beach 1Neptune Beach 1New Port Richey 1New Smyrna Beach 1Niceville 1North Fort Myers 1North Palm Beach 1Oakland Park 1Ocoee 1Orange City 1Orange Park 1Ormond Beach 1Oviedo 1Palm Bay 1Palm City 1Perrine 1Pinecrest 1Pinellas Park 1Pompano Beach 1Ponte Vedra 1Port Charlotte 1Royal Palm Beach 1Saint Cloud 1Sanford 1Santa Rosa Beach 1Sebring 1Seminole 1South Miami 1Spring Hill 1St Johns 1Sun City Center 1Sunny Isles 1Tamarac 1Tavernier 1Temple Terrace 1Valrico 1Zephyrhills 1

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Florida, A to Z (first 500 of 2,497)

Search by name →

Merrill Lynch, Pierce, Fenner & Smith Incorporated in other states

New York 3,452California 2,652New Jersey 1,702Texas 1,642Illinois 896North Carolina 787Massachusetts 755Arizona 700Pennsylvania 698Georgia 595Maryland 568Connecticut 545Michigan 536Ohio 460Virginia 414Washington 388Rhode Island 347South Carolina 264Missouri 235Tennessee 234Colorado 216Minnesota 209Indiana 186Nevada 181District of Columbia 177Louisiana 142Alabama 135Oregon 122Utah 120Oklahoma 89Kentucky 86Wisconsin 84New Mexico 80Arkansas 78New Hampshire 71Delaware 67Kansas 62Hawaii 52Iowa 45Nebraska 42Montana 37Mississippi 33Idaho 29Maine 28West Virginia 27South Dakota 17Vermont 17Alaska 16North Dakota 12

Questions

How many Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors are in Florida?

2,497 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 at the firm nationwide. 12 list the CFP designation and 2,497 are also registered as broker representatives.

Where in Florida does Merrill Lynch, Pierce, Fenner & Smith Incorporated have the most advisors?

Jacksonville, with 679, then Miami (276). Merrill Lynch, Pierce, Fenner & Smith Incorporated has advisors in 149 cities in Florida.

How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Florida?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Merrill Lynch, Pierce, Fenner & Smith Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.