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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Englewood, FL

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

32 registered advisors work in Englewood; the most are at Osaic Wealth, Inc. (7). 8 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Englewood

FirmAdvisors in Englewood
Osaic Wealth, Inc. news7
Schorn Wealth4
Ameriprise Financial Services, LLC news3
Edward Jones news2
Moors & Cabot, Inc.2
Raymond James Financial Services Advisors, Inc. news2
Commonwealth Financial Network news1
Compound Planning, Inc.1
Empower Advisory Group, LLC1
Hornor, Townsend & Kent, LLC1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
Private Advisor Group, LLC1
State Farm Investment Management Corp.1
Synovus Securities, Inc.1
Wealthbridge Capital Management, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Englewood, A to Z

CFP advisors in Englewood →

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 Englewood, FL?

32 investment adviser representatives are registered at firm offices in Englewood, Florida, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Englewood?

Osaic Wealth, Inc., with 7 registered advisors in Englewood, followed by Schorn Wealth with 4.

How do I check a financial advisor in Englewood?

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.