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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lantana, FL

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

The short answer

8 registered advisors work in Lantana; the most are at Strategic Advisers LLC (3). 0 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Lantana

FirmAdvisors in Lantana
Strategic Advisers LLC3
Allstate Financial Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Empower Advisory Group, LLC1
Intrinsic Asset LLC1
Osaic Wealth, Inc. news1

Advisors in Lantana, A to Z

Search all of Florida →

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 Lantana, FL?

8 investment adviser representatives are registered at firm offices in Lantana, Florida, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lantana?

Strategic Advisers LLC, with 3 registered advisors in Lantana, followed by Allstate Financial Advisors, LLC with 1.

How do I check a financial advisor in Lantana?

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.