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
IN 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 predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Plantation, FL

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

184 registered advisors work in Plantation; the most are at Morgan Stanley (45). 35 list the CFP designation and 144 are also registered broker representatives.

Firms with the most advisors in Plantation

FirmAdvisors in Plantation
Morgan Stanley news45
Merrill Lynch, Pierce, Fenner & Smith Incorporated news17
MML Investors Services, LLC13
Ameriprise Financial Services, LLC news8
Mg&A Wealth8
Charles Schwab & Co., Inc. news7
Edward Jones news7
Tobias Financial Advisors7
State Farm Investment Management Corp.6
J.P. Morgan Securities LLC news5
Cambridge Investment Research Advisors, Inc. news4
LPL Financial LLC news4
Modera Wealth Management, LLC4
Abacus Capital Advisors3
Actitrust Wealth Management LLC3
Modern Wealth Management, LLC3
Sterling Wealth Advisors, Inc.3
Akar Capital Management, Inc.2
Cetera Investment Advisers LLC news2
Commonwealth Financial Network news2
Gallagher Fiduciary Advisors, LLC2
J. W. Cole Advisors, Inc.2
Strategic Advisers LLC2
Assuredpartners Investment Advisors1
Bolton Securities Corporation1

Advisors in Plantation, A to Z

CFP advisors in Plantation →

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 Plantation, FL?

184 investment adviser representatives are registered at firm offices in Plantation, Florida, according to the SEC's Investment Adviser Public Disclosure records. 144 of them are also registered as broker representatives, and 35 list the CFP designation.

Which firm has the most financial advisors in Plantation?

Morgan Stanley, with 45 registered advisors in Plantation, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 17.

How do I check a financial advisor in Plantation?

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.