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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Port Richey, FL

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

35 registered advisors work in New Port Richey; the most are at Cetera Investment Advisers LLC (5). 1 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in New Port Richey

FirmAdvisors in New Port Richey
Cetera Investment Advisers LLC news5
LPL Financial LLC news4
Raymond James Financial Services Advisors, Inc. news3
Commoncents Wealth Advisors, LLC2
Strategic Advisers LLC2
Transamerica Retirement Advisors, LLC2
1st Financial LLC1
Ameriprise Financial Services, LLC news1
Cornerstone Advisors Asset Management, LLC1
Csenge Advisory Group, LLC1
Edward Jones news1
Feltl Advisors1
Gradient Investments, LLC1
J.P. Morgan Securities LLC news1
LPL Enterprise, LLC news1
Lifemark Securities Corp.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Northern Trust Securities, Inc. news1
Orca Wealth Management, LLC1
State Farm Investment Management Corp.1
Truist Advisory Services, Inc. news1
Valic Financial Advisors, Inc.1
Wells Fargo Clearing Services, LLC news1
William Joseph Capital Management, Inc.1

Advisors in New Port Richey, A to Z

CFP advisors in New Port Richey →

Other cities in Florida

All of Florida →

Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250

Questions

How many financial advisors are in New Port Richey, FL?

35 investment adviser representatives are registered at firm offices in New Port Richey, Florida, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in New Port Richey?

Cetera Investment Advisers LLC, with 5 registered advisors in New Port Richey, followed by LPL Financial LLC with 4.

How do I check a financial advisor in New Port Richey?

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.