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
SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR 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 time

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palm Springs, FL

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

3 registered advisors work in Palm Springs; the most are at Edward Jones (1). 1 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Palm Springs

FirmAdvisors in Palm Springs
Edward Jones news1
Guardian Rock Wealth Investment Management, Inc.1
State Farm Investment Management Corp.1

Advisors in Palm Springs, A to Z

CFP advisors in Palm Springs →
  • John T. BrowningGuardian Rock Wealth Investment Management, Inc.
  • Katherine M. ChaconEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Leopoldo RocaState Farm Investment Management Corp. · Chartered Financial Consultant

Other cities in Florida

All of Florida →

Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 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 250

Questions

How many financial advisors are in Palm Springs, FL?

3 investment adviser representatives are registered at firm offices in Palm Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Palm Springs?

Edward Jones, with 1 registered advisors in Palm Springs, followed by Guardian Rock Wealth Investment Management, Inc. with 1.

How do I check a financial advisor in Palm Springs?

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.