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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Atlas Financial Advisors, LLC financial advisors in Boca Raton, FL

Every SEC-registered investment adviser representative at a Atlas Financial Advisors, LLC office in Boca Raton, A to Z.

The short answer

5 registered advisors work at Atlas Financial Advisors, LLC in Boca Raton, out of 5 at the firm nationwide; it ranks number 43 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Atlas Financial Advisors, LLC advisors in Boca Raton, A to Z

Every Atlas Financial Advisors, LLC advisor →

Atlas Financial Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Boca Raton

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Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34

Questions

How many financial advisors does Atlas Financial Advisors, LLC have in Boca Raton?

5 investment adviser representatives are registered at Atlas Financial Advisors, LLC offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Is Atlas Financial Advisors, LLC one of the largest advisor employers in Boca Raton?

Atlas Financial Advisors, LLC ranks number 43 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

How do I check a Atlas Financial Advisors, LLC advisor in Boca Raton?

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 Atlas Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.