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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Leesburg, FL

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

The short answer

15 registered advisors work in Leesburg; the most are at Edward Jones (3). 2 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Leesburg

FirmAdvisors in Leesburg
Edward Jones news3
Cambridge Investment Research Advisors, Inc. news2
J.P. Morgan Securities LLC news2
Allstate Financial Advisors, LLC1
Ameriprise Financial Services, LLC news1
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Truist Advisory Services, Inc. news1
Wells Fargo Clearing Services, LLC news1
Zero Day Capital Enterprises LLC1

Advisors in Leesburg, A to Z

CFP advisors in Leesburg →

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 Leesburg, FL?

15 investment adviser representatives are registered at firm offices in Leesburg, Florida, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Leesburg?

Edward Jones, with 3 registered advisors in Leesburg, followed by Cambridge Investment Research Advisors, Inc. with 2.

How do I check a financial advisor in Leesburg?

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.