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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Gainesville, FL

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

139 registered advisors work in Gainesville; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (18). 22 list the CFP designation and 97 are also registered broker representatives.

Firms with the most advisors in Gainesville

FirmAdvisors in Gainesville
Merrill Lynch, Pierce, Fenner & Smith Incorporated news18
Koss-Olinger Consulting, LLC.16
Edward Jones news9
LPL Financial LLC news9
Valic Financial Advisors, Inc.7
Wells Fargo Clearing Services, LLC news7
Tiaa-Cref Individual & Institutional Services, LLC6
Cetera Investment Advisers LLC news4
J. W. Cole Advisors, Inc.4
Raymond James Financial Services Advisors, Inc. news4
Chacon Diaz & Di Virgilio Wealth Management, LLC3
Charles Schwab & Co., Inc. news3
J.P. Morgan Securities LLC news3
Raymond James & Associates, Inc. news3
State Farm Investment Management Corp.3
Stifel, Nicolaus & Company, Incorporated news3
Thrivent Investment Management Inc.3
Ameriprise Financial Services, LLC news2
Ars Wealth Advisors2
Collaborative Wealth2
Foundations Investment Advisors LLC2
Lentz Advisors2
MML Investors Services, LLC2
Together Planning2
Bison Wealth, LLC1

Advisors in Gainesville, A to Z

CFP advisors in Gainesville →

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 Gainesville, FL?

139 investment adviser representatives are registered at firm offices in Gainesville, Florida, according to the SEC's Investment Adviser Public Disclosure records. 97 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Gainesville?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 18 registered advisors in Gainesville, followed by Koss-Olinger Consulting, LLC. with 16.

How do I check a financial advisor in Gainesville?

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.