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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Coral Gables, FL

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

921 registered advisors work in Coral Gables; the most are at UBS Financial Services Inc. (115). 96 list the CFP designation and 743 are also registered broker representatives.

Firms with the most advisors in Coral Gables

FirmAdvisors in Coral Gables
UBS Financial Services Inc. news115
Morgan Stanley news103
Raymond James & Associates, Inc. news80
Merrill Lynch, Pierce, Fenner & Smith Incorporated news74
Wells Fargo Clearing Services, LLC news56
Oppenheimer & Co. Inc. news35
Bradesco Global Advisors23
Snowden Capital Advisors LLC21
Amerant Investments, Inc.19
Evensky & Katz/Foldes Wealth Management19
We Family Offices19
Stifel, Nicolaus & Company, Incorporated news17
Charles Schwab & Co., Inc. news15
Strategic Advisers LLC15
Truist Advisory Services, Inc. news15
Raymond James Financial Services Advisors, Inc. news14
Insigneo Advisory Services, LLC11
Mariner news11
J.P. Morgan Securities LLC news9
Seaview Investment Managers LLC9
Mutual Of Omaha Investor Services, Inc.8
Balanz7
Bci Securities, Inc.7
MML Investors Services, LLC7
New Edge Wealth7

Advisors in Coral Gables, A to Z (first 300 of 921)

CFP advisors in Coral Gables →

Other cities in Florida

All of Florida →

Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250Saint Petersburg 248

Questions

How many financial advisors are in Coral Gables, FL?

921 investment adviser representatives are registered at firm offices in Coral Gables, Florida, according to the SEC's Investment Adviser Public Disclosure records. 743 of them are also registered as broker representatives, and 96 list the CFP designation.

Which firm has the most financial advisors in Coral Gables?

UBS Financial Services Inc., with 115 registered advisors in Coral Gables, followed by Morgan Stanley with 103.

How do I check a financial advisor in Coral Gables?

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.