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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Neptune Beach, FL

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

The short answer

24 registered advisors work in Neptune Beach; the most are at Strategic Advisers LLC (7). 4 list the CFP designation and 21 are also registered broker representatives.

Firms with the most advisors in Neptune Beach

FirmAdvisors in Neptune Beach
Strategic Advisers LLC7
Raymond James Financial Services Advisors, Inc. news6
Disciplined Equity Management, Inc.2
Edward Jones news1
Equitable Advisors, LLC news1
J. W. Cole Advisors, Inc.1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Lincoln Investment1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Sound Income Strategies, LLC1

Advisors in Neptune Beach, A to Z

CFP advisors in Neptune Beach →

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 Neptune Beach, FL?

24 investment adviser representatives are registered at firm offices in Neptune Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Neptune Beach?

Strategic Advisers LLC, with 7 registered advisors in Neptune Beach, followed by Raymond James Financial Services Advisors, Inc. with 6.

How do I check a financial advisor in Neptune Beach?

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.