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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lakewood Ranch, FL

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

149 registered advisors work in Lakewood Ranch; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (19). 35 list the CFP designation and 111 are also registered broker representatives.

Firms with the most advisors in Lakewood Ranch

FirmAdvisors in Lakewood Ranch
Merrill Lynch, Pierce, Fenner & Smith Incorporated news19
Raymond James & Associates, Inc. news14
Ameriprise Financial Services, LLC news11
Edward Jones news10
Cetera Investment Advisers LLC news9
Strategic Advisers LLC9
LPL Financial LLC news8
Base Wealth Management5
Horizon Wealth Advisors5
Concurrent Investment Advisors, LLC news3
Dow Family Office Advisory, LLC3
Equitable Advisors, LLC news3
Wells Fargo Clearing Services, LLC news3
Cambridge Investment Research Advisors, Inc. news2
Clarity Capital Advisors, LLC2
J. W. Cole Advisors, Inc.2
MML Investors Services, LLC2
Meridian Financial Services, Inc.2
Raymond James Financial Services Advisors, Inc. news2
The Ameriflex Group2
Trails Edge Wealth Advisers, LLC2
Arkadios Wealth Advisors1
Benefit Financial Services Group1
Berthel, Fisher & Company Financial Services, Inc.1
Commonwealth Financial Network news1

Advisors in Lakewood Ranch, A to Z

CFP advisors in Lakewood Ranch →

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 Lakewood Ranch, FL?

149 investment adviser representatives are registered at firm offices in Lakewood Ranch, Florida, according to the SEC's Investment Adviser Public Disclosure records. 111 of them are also registered as broker representatives, and 35 list the CFP designation.

Which firm has the most financial advisors in Lakewood Ranch?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 19 registered advisors in Lakewood Ranch, followed by Raymond James & Associates, Inc. with 14.

How do I check a financial advisor in Lakewood Ranch?

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.