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

Kingswood Wealth Advisors, LLC financial advisors in Boca Raton, FL

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

The short answer

1 registered advisors work at Kingswood Wealth Advisors, LLC in Boca Raton, out of 113 at the firm nationwide; it ranks number 76 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Kingswood Wealth Advisors, LLC advisors in Boca Raton, A to Z

Every Kingswood Wealth Advisors, LLC advisor →

Kingswood Wealth Advisors, LLC advisors in every city and state →Kingswood Wealth Advisors, LLC: assets, clients and custodians →Kingswood U.S. news and advisor moves →Advisor Moves: who changed firms this week →

Kingswood Wealth Advisors, LLC advisors in other cities

San Diego, CA 48Franklin, TN 4Nashville, TN 4New York, NY 4Rochester, NY 3Roseville, CA 3Clearwater, FL 2Dalton, GA 2Phoenix, AZ 2Plano, TX 2Raleigh, NC 2Santa Barbara, CA 2Watkinsville, GA 2Alexandria, VA 1Athens, GA 1

Other firms in Boca Raton

All Boca Raton advisors →

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 Kingswood Wealth Advisors, LLC have in Boca Raton?

1 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 113 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Kingswood Wealth Advisors, LLC one of the largest advisor employers in Boca Raton?

Kingswood Wealth Advisors, LLC ranks number 76 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

How do I check a Kingswood Wealth 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 Kingswood Wealth 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.