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

Proathlete Wealth Management LLC financial advisors in Boca Raton, FL

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

The short answer

4 registered advisors work at Proathlete Wealth Management LLC in Boca Raton, out of 4 at the firm nationwide; it ranks number 68 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Proathlete Wealth Management LLC advisors in Boca Raton, A to Z

Every Proathlete Wealth Management LLC advisor →

Proathlete Wealth Management LLC advisors in every city and state →Proathlete Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Proathlete Wealth Management LLC have in Boca Raton?

4 investment adviser representatives are registered at Proathlete Wealth Management LLC offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Proathlete Wealth Management LLC one of the largest advisor employers in Boca Raton?

Proathlete Wealth Management LLC ranks number 68 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

How do I check a Proathlete Wealth Management 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 Proathlete Wealth Management 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.