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

Osaic Wealth, Inc. financial advisors in Florida

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

465 registered advisors work at Osaic Wealth, Inc. in Florida, out of 7,289 nationwide; it's the firm's number 3 state by advisors, and the most are in Naples (26). 92 list the CFP designation and 461 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in Florida

Every firm in Florida →

Naples 26Tampa 26Fort Lauderdale 22Boca Raton 16Orlando 14Jacksonville 12Sarasota 12St. Petersburg 12Coral Springs 9Rockledge 8West Palm Beach 8Bonita Springs 7Delray Beach 7Englewood 7Ft. Lauderdale 7Palm Harbor 7Punta Gorda 7Boynton Beach 6Ocala 6Clearwater 5Coconut Grove 5Davie 5Estero 5Fort Myers 5Jupiter 5St Petersburg 5Venice 5Bradenton 4Brandon 4Lake Worth 4Nokomis 4Palm Beach Gardens 4Palm Coast 4Pensacola 4Spring Hill 4Vero Beach 4Wesley Chapel 4Clermont 3Deerfield Beach 3Doral 3Largo 3North Palm Beach 3Palm City 3Pompano Beach 3Safety Harbor 3South Miami 3The Villages 3Aventura 2Crawfordville 2Crystal River 2Davenport 2Debary 2Eustis 2Fernandina Beach 2Fleming Island 2Ft Myers 2Miami 2Miami Lakes 2Oldsmar 2Parkland 2Pembroke Pines 2Pinecrest 2Pt St Lucie 2Riverview 2St Pete Beach 2Stuart 2Summerfield 2Sun City Center 2Sunrise 2Tallahassee 2Tequesta 2Trinity 2Valrico 2Weeki Wachee 2Wellington 2Weston 2Windermere 2Altamonte Springs 1Auberndale 1Bonifay 1Boyton Beach 1Bunnell 1Cape Coral 1Celebration 1Citrus Hills 1Cocoa Beach 1Coconut Creek 1Dade City 1Daytona Beach Shores 1Deltona 1Denedin 1Dunedin 1Ellenton 1Fort Meyers 1Fort Myers Beach 1Fort Pierce 1Fruitland Park 1Ft Walton Beach 1Ft. Myers 1Ft. Myers Beach 1Greenville 1Hallandale Beach 1Hialeah 1Highland Beach 1Homosassa 1Hudson 1Hutchinson Island 1Indialantic 1Indian Harbour Beach 1Inlet Beach 1Jensen Beach 1Juno Beach 1Keywest 1Kissimmee 1Lakewood Ranch 1Lantana 1Leesburg 1Lighthouse Point 1Lithia 1Lutz 1Madeira Beach 1Maitland 1Marco Island 1Melbourne 1Neptune Beach 1Niceville 1North Miami 1Odessa 1Orange Park 1Ormond By The Sea 1Oviedo 1Panama City 1Plantation 1Poinciana 1Port Orange 1Port St Lucie 1San Antonio 1

Osaic Wealth, Inc. advisors in Florida, A to Z

Search by name →

Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. in other states

California 816New York 608Texas 388Arizona 371Pennsylvania 314Ohio 310Wisconsin 300Minnesota 289Michigan 271Illinois 240New Jersey 233North Carolina 178Virginia 152Massachusetts 151Indiana 147Maryland 140Nebraska 137Georgia 130Tennessee 129Iowa 116Missouri 113Washington 113Colorado 112Kansas 98Connecticut 87Oregon 84South Carolina 72Alabama 65Oklahoma 65Kentucky 61Hawaii 55Louisiana 55Utah 55Montana 42North Dakota 37South Dakota 37New Hampshire 35Idaho 33Delaware 31Rhode Island 24Nevada 21West Virginia 17Arkansas 15Mississippi 15New Mexico 14Wyoming 12Alaska 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in Florida?

465 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 at the firm nationwide. 92 list the CFP designation and 461 are also registered as broker representatives.

Where in Florida does Osaic Wealth, Inc. have the most advisors?

Naples, with 26, then Tampa (26). Osaic Wealth, Inc. has advisors in 137 cities in Florida.

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