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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Clermont, FL

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

The short answer

67 registered advisors work in Clermont; the most are at Edward Jones (6). 8 list the CFP designation and 46 are also registered broker representatives.

Firms with the most advisors in Clermont

FirmAdvisors in Clermont
Edward Jones news6
Ameriprise Financial Services, LLC news5
Blue Jasper Capital LLC5
Cambridge Investment Research Advisors, Inc. news3
Charles Schwab & Co., Inc. news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Osaic Wealth, Inc. news3
Raymond James & Associates, Inc. news3
Stewardship Advisory Group, LLC3
Strategic Advisers LLC3
Aria Corporation2
J.P. Morgan Securities LLC news2
Jb Meridian Advisors, LLC2
LPL Enterprise, LLC news2
Truist Advisory Services, Inc. news2
Ballard Wealth Management LLC1
Bankers Life Advisory Services, Inc.1
Cigx, LLC1
D.H. Hill Advisors, Inc.1
Encompass More Asset Management LLC1
Fifth Third Securities, Inc.1
Fmsa1
Freedom Capital Advisors Inc.1
Hightower Advisors, LLC news1
International Assets Investment Management, LLC1

Advisors in Clermont, A to Z

CFP advisors in Clermont →

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 Clermont, FL?

67 investment adviser representatives are registered at firm offices in Clermont, Florida, according to the SEC's Investment Adviser Public Disclosure records. 46 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Clermont?

Edward Jones, with 6 registered advisors in Clermont, followed by Ameriprise Financial Services, LLC with 5.

How do I check a financial advisor in Clermont?

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.