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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Boca Raton, FL

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

1,653 registered advisors work in Boca Raton; the most are at Morgan Stanley (207). 0 list the CFP designation and 1,397 are also registered broker representatives.

Firms with the most advisors in Boca Raton

FirmAdvisors in Boca Raton
Morgan Stanley news207
Merrill Lynch, Pierce, Fenner & Smith Incorporated news117
Wells Fargo Clearing Services, LLC news114
Ameriprise Financial Services, LLC news100
Raymond James & Associates, Inc. news59
LPL Financial LLC news55
Nfsg Corporation51
Equitable Advisors, LLC news46
Wells Fargo Advisors Financial Network, LLC news42
Strategic Advisers LLC38
Valic Financial Advisors, Inc.36
RBC Capital Markets, LLC news34
UBS Financial Services Inc. news34
Cetera Investment Advisers LLC news33
J.P. Morgan Securities LLC news33
A.G.p. / Alliance Global Partners24
Charles Schwab & Co., Inc. news20
Raymond James Financial Services Advisors, Inc. news20
Osaic Wealth, Inc. news18
Stifel, Nicolaus & Company, Incorporated news18
Citigroup Global Markets Inc. news16
Oppenheimer & Co. Inc. news16
Singer Wealth Advisors LLC15
Focus Partners Wealth, LLC14
Equity Services, Inc.13

Advisors in Boca Raton, A to Z (first 300 of 1,653)

Search all of Florida →

Other cities in Florida

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Miami 3,211Tampa 3,101Jacksonville 2,411Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262Stuart 261

Questions

How many financial advisors are in Boca Raton, FL?

1,653 investment adviser representatives are registered at firm offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records. 1,397 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Boca Raton?

Morgan Stanley, with 207 registered advisors in Boca Raton, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 117.

How do I check a financial advisor in Boca Raton?

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.