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

UBS Financial Services Inc. financial advisors in Florida

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

The short answer

703 registered advisors work at UBS Financial Services Inc. in Florida, out of 8,475 nationwide; it's the firm's number 4 state by advisors, and the most are in Miami (140). 25 list the CFP designation and 703 are also registered broker representatives.

UBS Financial Services Inc. advisors by city in Florida

Every firm in Florida →

Miami 140Coral Gables 115Tampa 48West Palm Beach 41Boca Raton 34Ft. Lauderdale 33Naples 32Palm Beach Gardens 24Hallandale Beach 19Ponte Vedra Beach 19Sarasota 18Winter Park 18St. Petersburg 17Stuart 14Jacksonville 12Fort Myers 10Clearwater 8Melbourne 7Delray Beach 6Fort Lauderdale 6Vero Beach 6Gainsville 5Winter Haven 5Bradenton 4Bonita Springs 3St Petersburg 3Coralgables 2Davie 2Estero 2Key West 2Lake Worth 2Miami Beach 2The Villages 2Anna Maria 1Ave Maria 1Cape Coral 1Chapel 1Clermont 1Coal Gables 1Dunedin 1Fort Pierce 1Ft. Myers Beach 1Hobe Sound 1Hollywood 1Indian River Shores 1Jacksonville Beach 1Jensen Beach 1Jupiter 1Lake Mary 1Land O Lakes 1Maitland 1Marco Island 1Middleburg 1Miramar Beach 1Niceville 1Ocala 1Palm Beach 1Palm Harbor 1Pembroke Pines 1Pinecrest 1Ponte Vedra 1Port St. Lucie 1Punta Gorda 1Riverview 1Royal Palm Beach 1Saint Augustine 1Santa Rosa Beach 1Seminole 1Singer Island 1South Cape Coral 1South Miami 1St Augustine 1Sunny Isles 1Sunrise 1Winter Garden 1

UBS Financial Services Inc. advisors in Florida, A to Z (first 500 of 703)

Search by name →

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

UBS Financial Services Inc. in other states

New York 1,234California 1,094New Jersey 951Texas 582Ohio 404Illinois 281Massachusetts 271North Carolina 221Connecticut 215Tennessee 214Washington 189Colorado 184Michigan 175Minnesota 167Georgia 161Pennsylvania 153District of Columbia 109Maryland 104Arizona 80Oregon 78Virginia 70South Carolina 63Missouri 62Indiana 57Wisconsin 55Nebraska 52Nevada 50Maine 46New Hampshire 42Kentucky 40Oklahoma 32Louisiana 28Rhode Island 28Hawaii 24Utah 23Iowa 20Kansas 20Idaho 19Alaska 16Vermont 15Montana 14New Mexico 13South Dakota 11Alabama 10Delaware 8Mississippi 8North Dakota 7Arkansas 4

Questions

How many UBS Financial Services Inc. financial advisors are in Florida?

703 investment adviser representatives are registered at UBS Financial Services Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 8,475 at the firm nationwide. 25 list the CFP designation and 703 are also registered as broker representatives.

Where in Florida does UBS Financial Services Inc. have the most advisors?

Miami, with 140, then Coral Gables (115). UBS Financial Services Inc. has advisors in 75 cities in Florida.

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