Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Niceville, FL

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

26 registered advisors work in Niceville; the most are at Pfs Investments Inc. (8). 0 list the CFP designation and 21 are also registered broker representatives.

Firms with the most advisors in Niceville

FirmAdvisors in Niceville
Pfs Investments Inc.8
Edward Jones news4
Ameriprise Financial Services, LLC news2
Assuredpartners Investment Advisors1
Cambridge Investment Research Advisors, Inc. news1
Future Path Financial Planning1
Ideology Wealth Advisors, LLC1
Knights Of Columbus Asset Advisors LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Park Avenue Securities LLC1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1
UBS Financial Services Inc. news1
Winged Wealth Management And Financial Planning1

Advisors in Niceville, A to Z

Search all of Florida →

Other cities in Florida

All of Florida →

Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262

Questions

How many financial advisors are in Niceville, FL?

26 investment adviser representatives are registered at firm offices in Niceville, Florida, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Niceville?

Pfs Investments Inc., with 8 registered advisors in Niceville, followed by Edward Jones with 4.

How do I check a financial advisor in Niceville?

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.