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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palm Beach, FL

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

The short answer

239 registered advisors work in Palm Beach; the most are at J.P. Morgan Securities LLC (69). 14 list the CFP designation and 215 are also registered broker representatives.

Firms with the most advisors in Palm Beach

FirmAdvisors in Palm Beach
J.P. Morgan Securities LLC news69
Wells Fargo Clearing Services, LLC news50
Merrill Lynch, Pierce, Fenner & Smith Incorporated news33
Morgan Stanley news31
Raymond James & Associates, Inc. news13
Stifel, Nicolaus & Company, Incorporated news4
Harvey Capital Management Inc.3
LPL Financial LLC news3
Oxford Financial Group, Ltd.3
Dock Street Asset Management Inc.2
Equitable Advisors, LLC news2
Hudson Value Partners, LLC2
Wells Fargo Advisors Financial Network, LLC news2
Williams Jones Wealth Management, LLC2
Advisory Services Network1
Alphabond LLC1
Bassam Wealth Management, LLC1
Canton Hathaway LLC1
Citizens Securities, Inc.1
Dudley & Shanley, Inc.1
Edward Jones news1
Klocke Capital Group, LLC1
Lane Generational LLC1
On Investment Management Co.1
Pacer Advisors, Inc.1

Advisors in Palm Beach, A to Z

CFP advisors in Palm 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 Palm Beach, FL?

239 investment adviser representatives are registered at firm offices in Palm Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 215 of them are also registered as broker representatives, and 14 list the CFP designation.

Which firm has the most financial advisors in Palm Beach?

J.P. Morgan Securities LLC, with 69 registered advisors in Palm Beach, followed by Wells Fargo Clearing Services, LLC with 50.

How do I check a financial advisor in 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.