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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lutz, FL

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

The short answer

118 registered advisors work in Lutz; the most are at Lincoln Investment (18). 21 list the CFP designation and 85 are also registered broker representatives.

Firms with the most advisors in Lutz

FirmAdvisors in Lutz
Lincoln Investment18
Dmk Advisor Group, Inc.11
Capital Analysts9
Cetera Investment Advisers LLC news7
Principal Securities, Inc.7
Pfg Private Wealth Management, LLC6
Strategic Advisers LLC6
Onepoint Bfg Wealth Partners5
Raymond James Financial Services Advisors, Inc. news5
Dipaolo Financial Group, Inc.4
Edward Jones news4
J.P. Morgan Securities LLC news4
Charles Schwab & Co., Inc. news3
Edmp, Inc.3
Fundamental Investment Alliance Group, Inc.2
LPL Financial LLC news2
Osaic Wealth, Inc. news2
Scs Asset Management, Inc.2
State Farm Investment Management Corp.2
Transamerica Retirement Advisors, LLC2
Truist Advisory Services, Inc. news2
Ae Wealth Management, LLC1
Base Wealth Management1
Cambridge Investment Research Advisors, Inc. news1
Carter Ridge Strategic Advisors1

Advisors in Lutz, A to Z

CFP advisors in Lutz →

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 Lutz, FL?

118 investment adviser representatives are registered at firm offices in Lutz, Florida, according to the SEC's Investment Adviser Public Disclosure records. 85 of them are also registered as broker representatives, and 21 list the CFP designation.

Which firm has the most financial advisors in Lutz?

Lincoln Investment, with 18 registered advisors in Lutz, followed by Dmk Advisor Group, Inc. with 11.

How do I check a financial advisor in Lutz?

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.