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 North Palm Beach, FL

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

70 registered advisors work in North Palm Beach; the most are at Certuity, LLC (17). 0 list the CFP designation and 37 are also registered broker representatives.

Firms with the most advisors in North Palm Beach

FirmAdvisors in North Palm Beach
Certuity, LLC17
Oppenheimer & Co. Inc. news13
Primoris Wealth Advisors, LLC6
Edward Jones news4
MML Investors Services, LLC4
Aureum Wealth Management, LLC3
Landing Financial Group, Inc.3
Osaic Wealth, Inc. news3
Buckman Advisory Group LLC2
Holden Family Office, LLC2
&Partners news1
Ameriprise Financial Services, LLC news1
Ausdal Financial Partners, Inc.1
Citigroup Global Markets Inc. news1
Farrar Wealth Management, LLC1
Fefa Financial1
Kestra Advisory Services, LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
Pfs Investments Inc.1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1

Advisors in North Palm Beach, 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 North Palm Beach, FL?

70 investment adviser representatives are registered at firm offices in North Palm Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 37 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in North Palm Beach?

Certuity, LLC, with 17 registered advisors in North Palm Beach, followed by Oppenheimer & Co. Inc. with 13.

How do I check a financial advisor in North Palm 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.