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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Tarpon Springs, FL

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

119 registered advisors work in Tarpon Springs; the most are at Wells Fargo Clearing Services, LLC (93). 7 list the CFP designation and 113 are also registered broker representatives.

Firms with the most advisors in Tarpon Springs

FirmAdvisors in Tarpon Springs
Wells Fargo Clearing Services, LLC news93
Edward Jones news3
Ameriprise Financial Services, LLC news2
Barlas O'Reilly Wealth Management, LLC2
Cetera Investment Advisers LLC news2
LPL Financial LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Raymond James Financial Services Advisors, Inc. news2
Strategic Advisers LLC2
Atrium Financial Advisors LLC1
Brookstone Wealth Advisors, LLC1
Captrust news1
Integrity Alliance, LLC.1
Naples Wealth Planning1
Osaic Wealth, Inc. news1
Pfs Investments Inc.1
Raymond James & Associates, Inc. news1
Truist Advisory Services, Inc. news1

Advisors in Tarpon Springs, A to Z

CFP advisors in Tarpon Springs →

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 Tarpon Springs, FL?

119 investment adviser representatives are registered at firm offices in Tarpon Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records. 113 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Tarpon Springs?

Wells Fargo Clearing Services, LLC, with 93 registered advisors in Tarpon Springs, followed by Edward Jones with 3.

How do I check a financial advisor in Tarpon Springs?

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.