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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dunedin, FL

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

46 registered advisors work in Dunedin; the most are at Client 1st Advisory Group (5). 10 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Dunedin

FirmAdvisors in Dunedin
Client 1st Advisory Group5
LPL Financial LLC news5
Ameriprise Financial Services, LLC news4
Wells Fargo Clearing Services, LLC news3
Cetera Investment Advisers LLC news2
Raymond James Financial Services Advisors, Inc. news2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Truist Advisory Services, Inc. news2
Brookstone Capital Management LLC1
Burgess Chambers & Associates Inc.1
Capsouth Wealth Management1
Charles Schwab & Co., Inc. news1
Clear Waters Financial Network LLC1
Florida Estate And Retirement Planning Advisors, LLC1
Florin Pensions LLC1
Hightower Advisors, LLC news1
Independent Advisor Alliance, LLC1
LPL Enterprise, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Moorgate Capital Management1
Osaic Wealth, Inc. news1
Raymond James & Associates, Inc. news1
Reap Financial Group, LLC1
T. Rowe Price Advisory Services, Inc.1

Advisors in Dunedin, A to Z

CFP advisors in Dunedin →

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 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250

Questions

How many financial advisors are in Dunedin, FL?

46 investment adviser representatives are registered at firm offices in Dunedin, Florida, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Dunedin?

Client 1st Advisory Group, with 5 registered advisors in Dunedin, followed by LPL Financial LLC with 5.

How do I check a financial advisor in Dunedin?

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.