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
WM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Royal Palm Beach, FL

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

7 registered advisors work in Royal Palm Beach; the most are at Ameriprise Financial Services, LLC (1). 1 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Royal Palm Beach

FirmAdvisors in Royal Palm Beach
Ameriprise Financial Services, LLC news1
Davis Private Wealth, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
PNC Wealth Management LLC1
Pfs Investments Inc.1
Strategic Advisers LLC1
UBS Financial Services Inc. news1

Advisors in Royal Palm Beach, A to Z

CFP advisors in Royal Palm Beach →

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 Royal Palm Beach, FL?

7 investment adviser representatives are registered at firm offices in Royal Palm Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 1 list the CFP designation.

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

Ameriprise Financial Services, LLC, with 1 registered advisors in Royal Palm Beach, followed by Davis Private Wealth, LLC with 1.

How do I check a financial advisor in Royal 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.