Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Tallahassee, FL
Every SEC-registered investment adviser representative at a firm office in Tallahassee, with the firms that employ the most of them.
225 registered advisors work in Tallahassee; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (29). 36 list the CFP designation and 185 are also registered broker representatives.
Firms with the most advisors in Tallahassee
Advisors in Tallahassee, A to Z
CFP advisors in Tallahassee →- Clinton D. AlexanderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marc A. AlvisCalton & Associates, Inc.
- Philip J. AmbroseCalton & Associates, Inc. · Certified Financial Planner
- Stephen D. AustinLPL Financial LLC
- George D. Avant Jr.MML Investors Services, LLC
- James C. BalarezoLPL Financial LLC
- Bryson K. BardNorthwestern Mutual Investment Services, LLC
- Larry W. BarlowBankers Life Advisory Services, Inc.
- Travis S. Barnes Jr.LPL Financial LLC · Certified Financial Planner
- Samantha E. BarrettRaymond James & Associates, Inc.
- Andrew J. BascomLPL Financial LLC · Certified Financial Planner
- William M. BeckMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael A. BellLPL Financial LLC · Certified Financial Planner
- Ryan K. BellLPL Financial LLC
- Richard N. BergstromCetera Investment Advisers LLC
- Nathaniel T. BlancoCypress Capital
- Edmond W. Bradberry Jr.Park Avenue Securities LLC
- Wyatt H. BrooksRaymond James & Associates, Inc.
- Sherwood L. Brown Sr.Eagle Strategies LLC · Certified Financial Planner
- Elizabeth BruerSmith Bruer · Certified Financial Planner
- Rene L. BruerSmith Bruer · Certified Financial Planner
- Albert A. BunnerVoya Financial Advisors, Inc.
- Donald A. ButcherSeven Hills Financial, LLC · Certified Financial Planner
- Casey R. CaldwellCapital Analysts · Chartered Financial Consultant
- Danna J. CampbellRaymond James & Associates, Inc.
- James I. Campbell IVNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Michael J. CappadonaSeven Mile Advisory LLC · Certified Financial Planner
- Clifford H. ChaplinOsaic Wealth, Inc.
- Nicholas C. ChasonProper Wealth
- Aaron M. CheesmanCapital Analysts
- Brian C. ClarkCassini Capital Management, LLC
- Mary K. ClarkLPL Financial LLC · Certified Financial Planner
- Joshua A. CliffordWealth Management Corporation · Certified Financial Planner
- Beau CombsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew J. ConiglioLPL Enterprise, LLC
- James T. CoxCalton & Associates, Inc.
- John H. CurryPark Avenue Securities LLC · Chartered Financial Consultant
- Emily L. DarosaSeven Mile Advisory LLC · Certified Financial Planner
- Jon M. DasherLPL Financial LLC
- Jacob M. DausLPL Financial LLC
- Michael P. DavinoLPL Financial LLC · Certified Financial Planner
- Timothy M. DeanLPL Financial LLC
- Thomas P. DennigValic Financial Advisors, Inc.
- James DesanctisCapital Analysts
- Robert J. DickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kim DixonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward W. Dougherty IIIDougherty Financial Planning, LLC
- Amelia L. EatonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph M. EdwardsLPL Financial LLC
- Howard P. EisenmanLanark Financial, Inc.
- William B. EllisonMML Investors Services, LLC
- William L. Ervin Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Lara FinebloomMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan FishburnJ.P. Morgan Securities LLC
- Mary K. FisherMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeremy J. FleemanCambridge Investment Research Advisors, Inc.
- David M. FletcherSoutheast Asset Advisors, LLC
- Lyle J. FloydRaymond James & Associates, Inc.
- Kimberly FrenotState Farm Investment Management Corp.
- Federico GambineriMorgan Stanley
- Benjamin D. GanttNorthwestern Mutual Investment Services, LLC
- Danielle GeregMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James H. Gillard IIIEdward Jones
- Michael C. GrantMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua GravoisCharles Schwab & Co., Inc.
- Canyon L. GraySmith Bruer
- David W. GrulichMML Investors Services, LLC
- Tony S. GuerraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bruce A. HaganLanark Financial, Inc. · Certified Financial Planner
- William R. HagenRaymond James & Associates, Inc.
- Claudia P. HallCapital Analysts
- Steve S. HalsellLPL Enterprise, LLC
- Lester F. HamrickMML Investors Services, LLC
- Logan A. HamrickMML Investors Services, LLC
- Lynn M. HanfmanLanark Financial, Inc.
- Matthew K. HarperEdward Jones
- Todd M. HarperLPL Financial LLC · Certified Financial Planner
- Don P. Hartshorne IIEdward Jones · Certified Financial Planner
- Charles E. Hatch Jr.LPL Financial LLC · Certified Financial Planner
- Linda G. HilamanRaymond James Financial Services Advisors, Inc.
- William W. HilamanRaymond James Financial Services Advisors, Inc.
- Steven M. HiragaSmith Bruer · Certified Financial Planner
- Catherine M. HopkinsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles M. Hopkins Jr.Truist Advisory Services, Inc.
- Sylvia S. HorackWells Fargo Clearing Services, LLC
- Ryan S. HorakWealth Management Corporation · Certified Financial Planner
- William S. HorakWealth Management Corporation · Certified Financial Planner
- Cameron B. HugginsStifel, Nicolaus & Company, Incorporated
- Jeremy D. HugginsStifel, Nicolaus & Company, Incorporated
- Stephen C. HugginsStifel, Nicolaus & Company, Incorporated
- Suzan R. HunterPark Avenue Securities LLC
- Tyler J. HustonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Anuradha IyerWells Fargo Advisors Financial Network, LLC
- Charles B. Jackson Jr.Southeast Asset Advisors, LLC · Chartered Financial Analyst
- Elizabeth B. JacksonLPL Enterprise, LLC
- Theresa G. JacksonIndependent Advisor Alliance, LLC · Certified Financial Planner
- Cody J. JohnsonCapital Analysts
- Jeffrey A. JohnsonSeven Hills Financial, LLC
- Christopher D. JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gretchen L. JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael J. JordanWells Fargo Advisors Financial Network, LLC
- Justin D. KawarMatador Financial
- Robert KenonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Susan D. KerrLPL Financial LLC
- Robert E. KinneyPark Avenue Securities LLC
- David R. KirkCapital Analysts
- Kelly J. KitchensEdward Jones
- Granville J. KnowlesBlue Horizon Equity, Inc.
- Kayla N. KundeTiaa-Cref Individual & Institutional Services, LLC
- Morgan B. LaffitteLPL Enterprise, LLC
- Renee N. LanglaisMariner · Certified Financial Planner
- Austin LangstonProper Wealth
- Michael G. LeaLanark Financial, Inc.
- Michael P. LeatzowCapital Analysts
- John W. LentzPark Avenue Securities LLC
- Zackary S. LoeschLPL Financial LLC
- Eric D. LuallenPark Avenue Securities LLC
- Madison MadillTruist Advisory Services, Inc.
- Timothy P. MajorsPark Avenue Securities LLC
- Austin M. MallLPL Financial LLC · Certified Financial Planner
- David R. MaloneCalton & Associates, Inc.
- Jose I. Marques IIIMai Capital Management, LLC · Certified Financial Planner
- Trevor J. MasonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samuel MatteoCapital Analysts
- Stephen D. McClellandEdward Jones
- Ty McClellandEdward Jones
- Carolyn McClennyTrek Financial
- James M. McClennyTrek Financial
- William S. McCloudLevel Four Advisory Services · Certified Financial Planner
- Karla N. McFarlandCapital Analysts
- Tyler J. McKibbinCypress Capital
- Trent E. MeewesSeven Hills Financial, LLC · Certified Financial Planner
- Kimmie MenorNorthwestern Mutual Investment Services, LLC
- Frank J. MercerSoutheast Asset Advisors, LLC · Certified Financial Planner
- Gary E. MerrimanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alison H. MewborneSeven Hills Financial, LLC · Certified Financial Planner
- Charles L. Minter Jr.Morgan Stanley
- Kohlman R. MinterMorgan Stanley
- Stephen L. MitchellCentaurus Financial, Inc.
- Anthony MoasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Hanna P. MoltaSeven Hills Financial, LLC
- Andrew D. MullinsNorthwestern Mutual Investment Services, LLC
- Crystal G. MurphyMorgan Stanley
- Danny M. MurphyMorgan Stanley
- Jennifer T. NashAmeriprise Financial Services, LLC · Certified Financial Planner
- Alan R. NullLPL Financial LLC
- Eric R. NullLPL Financial LLC
- Mark L. NullLPL Financial LLC
- Justin J. OferrallO'Ferrall Advisory Services
- Richard M. OlearyRed Hills Capital, LLC
- John S. Olson Jr.Cetera Investment Advisers LLC
- Fred M. PalmerLPL Financial LLC
- Matthew C. PararoPark Avenue Securities LLC
- Gayla L. ParksState Farm Investment Management Corp. · Chartered Financial Consultant
- Gary G. ParsonsLPL Financial LLC · Certified Financial Planner
- Emory B. PeeblesNorthwestern Mutual Investment Services, LLC
- Nicholas J. PellitoEdward Jones
- Amy V. PerrinWells Fargo Advisors Financial Network, LLC
- Pamela N. PerskieSeven Mile Advisory LLC
- George W. PikounisPrime Capital Financial · Certified Financial Planner
- Robert V. PoppellVoya Financial Advisors, Inc.
- Peter ReamCapital Analysts
- Scott W. ReardonState Farm Investment Management Corp.
- William L. ReardonState Farm Investment Management Corp. · Chartered Financial Consultant
- Matthew RoachMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Millard D. RobertsHarvest Investment Advisors, LLC · Chartered Financial Analyst
- Michael A. RobinsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles M. Robinton IIIRaymond James & Associates, Inc.
- Daniel I. RodriguezLevel Four Advisory Services
- Matthew R. RomanoCapital Analysts
- Michael J. RoperWells Fargo Advisors Financial Network, LLC
- Eliot S. RosenbergCalton & Associates, Inc. · Chartered Financial Consultant
- Jennifer L. RupertMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Randall D. RustLPL Enterprise, LLC
- Pilar SantamariaAmeriprise Financial Services, LLC
- Scott SatalinoValic Financial Advisors, Inc.
- Akhtar Z. SattarCapital Analysts
- William D. SaundersCentaurus Financial, Inc.
- James L. Saylor IIICapital Analysts
- April R. SchoenPark Avenue Securities LLC
- Robert L. Schuman Jr.Primaris Wealth Management
- Bryan C. SeaquistCapital Analysts
- Heather ShiverMML Investors Services, LLC
- Nathan W. SimmonsValic Financial Advisors, Inc.
- Michael J. SladeMjs Investment Partners LLC
- George M. SmithSmith Bruer
- Ina B. SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gregory P. SmyreCambridge Investment Research Advisors, Inc.
- Greg H. SokolowCapital Analysts
- Philip R. SpitzerLPL Financial LLC · Chartered Financial Consultant
- Brady R. SquiresMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas StitelyStifel, Nicolaus & Company, Incorporated
- Robert C. StuyversonPark Avenue Securities LLC
- Joseph A. SundaySmith Bruer · Certified Financial Planner
- Trevor D. SwansonCetera Investment Advisers LLC
- Michael A. Tartaglia IIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Crowyns C. ThervilValic Financial Advisors, Inc.
- Jayson J. ThomasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brett A. ThompsonRaymond James & Associates, Inc.
- Tyler W. TolesCharles Schwab & Co., Inc.
- Craig S. Townsend Jr.Red Hills Capital, LLC
- William S. TwumTruist Advisory Services, Inc.
- Andrew P. TychsenAe Wealth Management, LLC
- Peter S. TychsenAe Wealth Management, LLC
- David G. TysonLPL Financial LLC
- Brian W. UrbanAmeriprise Financial Services, LLC
- Robert S. VedderIntegrated Wealth Concepts LLC · Certified Financial Planner
- Robin K. VernonMML Investors Services, LLC · Certified Financial Planner
- Jonathan L. WardCetera Investment Advisers LLC
- Libert C. Warren IIICentaurus Financial, Inc.
- Mark A. WebbMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin A. WelterLPL Financial LLC
- Jordan E. WestIndependent Advisor Alliance, LLC
- Danielle L. WhitePrime Capital Financial
- Stephen R. WilliamsStephen R Williams Investment Advisor LLC
- Richard A. WilliamsonWells Fargo Clearing Services, LLC
- Charlotte WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gregory P. WirthmannStifel, Nicolaus & Company, Incorporated · Chartered Financial Analyst
- Blake WiswellOsaic Wealth, Inc.
- Gloria WoodfordWells Fargo Advisors Financial Network, LLC
- Paul WoodwardCassini Capital Management, LLC
- James L. Wright IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marshall WrightMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nathanael I. WrightProper Wealth
- James S. Young IIIExodus Wealth, LLC
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 Tallahassee, FL?
225 investment adviser representatives are registered at firm offices in Tallahassee, Florida, according to the SEC's Investment Adviser Public Disclosure records. 185 of them are also registered as broker representatives, and 36 list the CFP designation.
Which firm has the most financial advisors in Tallahassee?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 29 registered advisors in Tallahassee, followed by LPL Financial LLC with 25.
How do I check a financial advisor in Tallahassee?
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.