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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Amelia Island, FL

Every SEC-registered investment adviser representative at a firm office in Amelia Island, with the firms that employ the most of them.

The short answer

6 registered advisors work in Amelia Island; the most are at Morgan Stanley (3). 1 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Amelia Island

FirmAdvisors in Amelia Island
Morgan Stanley news3
Epg Wealth Management LLC1
Hall Capital Management Company, Inc.1
Truist Advisory Services, Inc. news1

Advisors in Amelia Island, A to Z

CFP advisors in Amelia Island →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Amelia Island, FL?

6 investment adviser representatives are registered at firm offices in Amelia Island, Florida, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Amelia Island?

Morgan Stanley, with 3 registered advisors in Amelia Island, followed by Epg Wealth Management LLC with 1.

How do I check a financial advisor in Amelia Island?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.