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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Melbourne, FL

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

The short answer

268 registered advisors work in Melbourne; the most are at Morgan Stanley (22). 48 list the CFP designation and 213 are also registered broker representatives.

Firms with the most advisors in Melbourne

FirmAdvisors in Melbourne
Morgan Stanley news22
Wells Fargo Advisors Financial Network, LLC news20
LPL Financial LLC news18
Wells Fargo Clearing Services, LLC news16
Ameriprise Financial Services, LLC news13
Raymond James & Associates, Inc. news13
Raymond James Financial Services Advisors, Inc. news13
Edward Jones news12
Rossby Financial, LLC11
Kestra Advisory Services, LLC news10
Stifel, Nicolaus & Company, Incorporated news10
Truist Advisory Services, Inc. news9
Florida Financial Advisors, LLC8
Oxenfree Financial8
J.P. Morgan Securities LLC news7
UBS Financial Services Inc. news7
Cetera Investment Advisers LLC news6
State Farm Investment Management Corp.5
Kestra Private Wealth Services, LLC news4
Flavin Financial Services, Inc.3
Investment Management Services Group, LLC3
Proverbi Capital Advisors, LLC3
Strategic Advisers LLC3
Arbogast Financial Advisors, LLC2
Benjamin F. Edwards & Company, Inc.2

Advisors in Melbourne, A to Z

CFP advisors in Melbourne →

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 265Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244Vero Beach 241

Questions

How many financial advisors are in Melbourne, FL?

268 investment adviser representatives are registered at firm offices in Melbourne, Florida, according to the SEC's Investment Adviser Public Disclosure records. 213 of them are also registered as broker representatives, and 48 list the CFP designation.

Which firm has the most financial advisors in Melbourne?

Morgan Stanley, with 22 registered advisors in Melbourne, followed by Wells Fargo Advisors Financial Network, LLC with 20.

How do I check a financial advisor in Melbourne?

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.