Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Calton & Associates, Inc. financial advisors in Tallahassee, FL

Every SEC-registered investment adviser representative at a Calton & Associates, Inc. office in Tallahassee, A to Z.

The short answer

5 registered advisors work at Calton & Associates, Inc. in Tallahassee, out of 132 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Calton & Associates, Inc. advisors in Tallahassee, A to Z

Every Calton & Associates, Inc. advisor →

Calton & Associates, Inc. advisors in every city and state →Calton & Associates, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Calton & Associates, Inc. advisors in other cities

Tampa, FL 56Ocala, FL 3Folsom, CA 2Fort Worth, TX 2Mesa, AZ 2Paulsboro, NJ 2Pikeville, KY 2San Diego, CA 2Vineland, NJ 2West Covina, CA 2Wilmington, NC 2Ansonia, OH 1Arlington, TN 1Austin, TX 1Bluefield, WV 1

Other firms in Tallahassee

All Tallahassee advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 29LPL Financial LLC 24Capital Analysts 15Park Avenue Securities LLC 10Lincoln Investment 9Edward Jones 8MML Investors Services, LLC 8Raymond James & Associates, Inc. 7Northwestern Mutual Investment Services, LLC 6Independent Advisor Alliance, LLC 5LPL Enterprise, LLC 5Morgan Stanley 5

Questions

How many financial advisors does Calton & Associates, Inc. have in Tallahassee?

5 investment adviser representatives are registered at Calton & Associates, Inc. offices in Tallahassee, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 132 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Calton & Associates, Inc. one of the largest advisor employers in Tallahassee?

Calton & Associates, Inc. ranks number 10 in Tallahassee by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 29.

How do I check a Calton & Associates, Inc. advisor in Tallahassee?

Each advisor below links to a profile with their registrations, exams, designations 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 Calton & Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.