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
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

Ned Davis Research, Inc. financial advisors in Florida

Every SEC-registered investment adviser representative at a Ned Davis Research, Inc. office in Florida, by city and A to Z.

13 registered advisors work at Ned Davis Research, Inc. in Florida, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Sarasota (11). 0 list the CFP designation and 0 are also registered broker representatives.

Ned Davis Research, Inc. advisors by city in Florida

Every firm in Florida →

Sarasota 11Nokomis 1Venice 1

Ned Davis Research, Inc. advisors in Florida, A to Z

Search by name →

Ned Davis Research, Inc. advisors in every state →Ned Davis Research, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Ned Davis Research, Inc. financial advisors are in Florida?

13 investment adviser representatives are registered at Ned Davis Research, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Ned Davis Research, Inc. have the most advisors?

Sarasota, with 11, then Nokomis (1). Ned Davis Research, Inc. has advisors in 3 cities in Florida.

How do I check a Ned Davis Research, Inc. 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 Ned Davis Research, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.