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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Santa Rosa Beach, FL

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

32 registered advisors work in Santa Rosa Beach; the most are at LPL Financial LLC (5). 0 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Santa Rosa Beach

FirmAdvisors in Santa Rosa Beach
LPL Financial LLC news5
Cetera Investment Advisers LLC news2
Edward Jones news2
Heritage Oak Wealth Advisors2
Livingston Financial Planning, Inc.2
Alpine Private Wealth1
Avant Capital, LLC1
Bay Hill Capital Management USA, LLC1
Commonwealth Financial Network news1
Fortunato Asset Management1
Freegulliver, LLC1
Houndstooth Investment Management1
Integrated Wealth Concepts LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
Osaic Wealth, Inc. news1
Palm View Investments1
Raymond James & Associates, Inc. news1
Silver Oak Securities, Incorporated1
Southland Equity Partners, LLC.1
Strategic Advisers LLC1
Stratos Wealth Partners, Ltd.1
Wells Fargo Advisors Financial Network, LLC news1
Wells Fargo Clearing Services, LLC news1

Advisors in Santa Rosa Beach, A to Z

Search all of Florida →

Other cities in Florida

All of Florida →

Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262

Questions

How many financial advisors are in Santa Rosa Beach, FL?

32 investment adviser representatives are registered at firm offices in Santa Rosa Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Santa Rosa Beach?

LPL Financial LLC, with 5 registered advisors in Santa Rosa Beach, followed by Cetera Investment Advisers LLC with 2.

How do I check a financial advisor in Santa Rosa 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.