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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Brandon, FL

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

The short answer

57 registered advisors work in Brandon; the most are at LPL Financial LLC (11). 10 list the CFP designation and 49 are also registered broker representatives.

Firms with the most advisors in Brandon

FirmAdvisors in Brandon
LPL Financial LLC news11
Thrivent Investment Management Inc.6
Cambridge Investment Research Advisors, Inc. news5
Edward Jones news5
Osaic Wealth, Inc. news4
Pfs Investments Inc.4
Ameriprise Financial Services, LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Principal Securities, Inc.2
Raymond James Financial Services Advisors, Inc. news2
State Farm Investment Management Corp.2
Abacus Planning Group, Inc.1
Bannerman Wealth1
Blue Compass Wealth Management, LLC1
Citigroup Global Markets Inc. news1
Northern Trust Securities, Inc. news1
PNC Wealth Management LLC1
Planmember Securities Corporation1
Road Maps Financial Group, LLC1
Sa Investment Advisory1
Sequent Planning, LLC1
Sterling Advisory Services, LLC1
UBS Financial Services Inc. news1

Advisors in Brandon, A to Z

CFP advisors in Brandon →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Brandon, FL?

57 investment adviser representatives are registered at firm offices in Brandon, Florida, according to the SEC's Investment Adviser Public Disclosure records. 49 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Brandon?

LPL Financial LLC, with 11 registered advisors in Brandon, followed by Thrivent Investment Management Inc. with 6.

How do I check a financial advisor in Brandon?

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.