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Financial ADVSR advisor directory · SEC adviser records

Wealthspire Advisors financial advisors in Boca Raton, FL

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

5 registered advisors work at Wealthspire Advisors in Boca Raton, out of 229 at the firm nationwide; it ranks number 51 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Wealthspire Advisors advisors in Boca Raton, A to Z

Every Wealthspire Advisors advisor →

Wealthspire Advisors advisors in every city and state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Wealthspire Advisors payout grid vs. other firms →Advisor Moves: who changed firms this week →

Wealthspire Advisors advisors in other cities

New York, NY 60Potomac, MD 24Melville, NY 19San Rafael, CA 16Reston, VA 13Madison, WI 11Fulton, MD 10Milwaukee, WI 8Delafield, WI 7West Hartford, CT 6Salisbury, MD 5Seattle, WA 5Beachwood, OH 4Chicago, IL 4San Francisco, CA 4

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 Wealthspire Advisors have in Boca Raton?

5 investment adviser representatives are registered at Wealthspire Advisors offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 229 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Wealthspire Advisors one of the largest advisor employers in Boca Raton?

Wealthspire Advisors ranks number 51 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

How do I check a Wealthspire Advisors 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 Wealthspire Advisors 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.