Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lithia, FL
Every SEC-registered investment adviser representative at a firm office in Lithia, with the firms that employ the most of them.
The short answer
9 registered advisors work in Lithia; the most are at Schwab Wealth Advisory, Inc. (2). 3 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Lithia
| Firm | Advisors in Lithia |
|---|---|
| Schwab Wealth Advisory, Inc. news | 2 |
| Edward Jones news | 1 |
| First Command Advisory Services | 1 |
| Liberty One Investment Management | 1 |
| Nextwave Advisors | 1 |
| Osaic Wealth, Inc. news | 1 |
| Principal Asset Management | 1 |
| Three Oaks Partners Investment Counsel LLC | 1 |
Advisors in Lithia, A to Z
CFP advisors in Lithia →- Steven L. DoblerOsaic Wealth, Inc. · Chartered Financial Consultant
- Donald R. Dupont Jr.Schwab Wealth Advisory, Inc. · Certified Financial Planner
- Keri L. FinkenbinderFirst Command Advisory Services
- Nathaniel L. GoldenbergNextwave Advisors · Certified Financial Planner
- Walter P. GuilfoyleSchwab Wealth Advisory, Inc.
- Eric MillerLiberty One Investment Management
- Agata J. SpringsteadEdward Jones · Certified Financial Planner
- Jason D. ToppPrincipal Asset Management
- Justin J. WaiThree Oaks Partners Investment Counsel LLC · Chartered Financial Analyst
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 Lithia, FL?
9 investment adviser representatives are registered at firm offices in Lithia, Florida, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Lithia?
Schwab Wealth Advisory, Inc., with 2 registered advisors in Lithia, followed by Edward Jones with 1.
How do I check a financial advisor in Lithia?
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.