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
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB 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 predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palm Beach Gardens, FL

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

1,206 registered advisors work in Palm Beach Gardens; the most are at Gwn Securities Inc. (245). 163 list the CFP designation and 1,022 are also registered broker representatives.

Firms with the most advisors in Palm Beach Gardens

FirmAdvisors in Palm Beach Gardens
Gwn Securities Inc.245
Money Concepts Capital Corp.199
Morgan Stanley news85
J.P. Morgan Securities LLC news57
Gladstone Wealth Partners49
Wells Fargo Advisors Financial Network, LLC news39
Dakota Wealth, LLC34
Merrill Lynch, Pierce, Fenner & Smith Incorporated news33
Ameriprise Financial Services, LLC news31
Strategic Advisers LLC31
RBC Capital Markets, LLC news24
UBS Financial Services Inc. news24
Wells Fargo Clearing Services, LLC news24
Charles Schwab & Co., Inc. news22
Stifel, Nicolaus & Company, Incorporated news21
Janney Montgomery Scott LLC news17
Raymond James & Associates, Inc. news17
Raymond James Financial Services Advisors, Inc. news15
Lri Investments12
LPL Financial LLC news11
Cetera Investment Advisers LLC news9
Mariner news9
Hood River Capital Management LLC7
Rockefeller Capital Management news7
Atticus Wealth Management6

Advisors in Palm Beach Gardens, A to Z (first 300 of 1,206)

CFP advisors in Palm Beach Gardens →

Other cities in Florida

All of Florida →

Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Naples 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 250Saint Petersburg 248

Questions

How many financial advisors are in Palm Beach Gardens, FL?

1,206 investment adviser representatives are registered at firm offices in Palm Beach Gardens, Florida, according to the SEC's Investment Adviser Public Disclosure records. 1,022 of them are also registered as broker representatives, and 163 list the CFP designation.

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

Gwn Securities Inc., with 245 registered advisors in Palm Beach Gardens, followed by Money Concepts Capital Corp. with 199.

How do I check a financial advisor in Palm Beach Gardens?

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.