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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oviedo, FL

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

The short answer

74 registered advisors work in Oviedo; the most are at Planmember Securities Corporation (25). 14 list the CFP designation and 63 are also registered broker representatives.

Firms with the most advisors in Oviedo

FirmAdvisors in Oviedo
Planmember Securities Corporation25
Edward Jones news12
LPL Financial LLC news5
Thrivent Investment Management Inc.5
Nolan Capital Advisors LLC2
Strategic Advisers LLC2
Truist Advisory Services, Inc. news2
United Planners' Financial Services Of America A Limited Partner2
Wells Fargo Clearing Services, LLC news2
Alongside, LLC1
Ameriprise Financial Services, LLC news1
First Down Financial1
International Assets Investment Management, LLC1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Rariden Investment Advisors, LLC1
Raymond James & Associates, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Regal Investment Advisors LLC1
Riptide Financial, LLC1
Schwab Wealth Advisory, Inc. news1
Semper Wealth Management LLC1
Shk Capital Management, Inc.1
State Farm Investment Management Corp.1

Advisors in Oviedo, A to Z

CFP advisors in Oviedo →

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 Oviedo, FL?

74 investment adviser representatives are registered at firm offices in Oviedo, Florida, according to the SEC's Investment Adviser Public Disclosure records. 63 of them are also registered as broker representatives, and 14 list the CFP designation.

Which firm has the most financial advisors in Oviedo?

Planmember Securities Corporation, with 25 registered advisors in Oviedo, followed by Edward Jones with 12.

How do I check a financial advisor in Oviedo?

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.