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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Saint Johns, FL

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

The short answer

42 registered advisors work in Saint Johns; the most are at Strategic Advisers LLC (13). 10 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Saint Johns

FirmAdvisors in Saint Johns
Strategic Advisers LLC13
Merrill Lynch, Pierce, Fenner & Smith Incorporated news7
Cetera Investment Advisers LLC news2
J.P. Morgan Securities LLC news2
Matador Financial2
Principal Securities, Inc.2
Ameritas Advisory Services, LLC1
Cambridge Investment Research Advisors, Inc. news1
Citigroup Global Markets Inc. news1
Compass Financial Management LLC1
Create Wealth Financial Planning LLC1
Equitable Advisors, LLC news1
Klein Wealth Management, LLC1
LPL Financial LLC news1
MML Investors Services, LLC1
Navy Federal Investment Services, LLC1
Raymond James Financial Services Advisors, Inc. news1
Riverwood Capital Advisors, LLC1
UBS Financial Services Inc. news1
Wealthspire Advisors news1

Advisors in Saint Johns, A to Z

CFP advisors in Saint Johns →

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 Saint Johns, FL?

42 investment adviser representatives are registered at firm offices in Saint Johns, Florida, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Saint Johns?

Strategic Advisers LLC, with 13 registered advisors in Saint Johns, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 7.

How do I check a financial advisor in Saint Johns?

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.