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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Indialantic, FL

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

The short answer

13 registered advisors work in Indialantic; the most are at Heron Equity Management, LLC (2). 5 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Indialantic

FirmAdvisors in Indialantic
Heron Equity Management, LLC2
Edward Jones news1
Financial Planning & Management, LLC1
J.P. Morgan Securities LLC news1
Lasalle St. Investment Advisors, L.L.C.1
Nautilus Wealth Advisors1
Osaic Wealth, Inc. news1
Schwab Wealth Advisory, Inc. news1
Seven Pines Capital, LLC1
State Farm Investment Management Corp.1
Wealthspire Advisors news1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Indialantic, A to Z

CFP advisors in Indialantic →

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 Indialantic, FL?

13 investment adviser representatives are registered at firm offices in Indialantic, Florida, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Indialantic?

Heron Equity Management, LLC, with 2 registered advisors in Indialantic, followed by Edward Jones with 1.

How do I check a financial advisor in Indialantic?

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.