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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Tequesta, FL

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

The short answer

21 registered advisors work in Tequesta; the most are at Elevation Point Wealth Partners, LLC (6). 2 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Tequesta

FirmAdvisors in Tequesta
Elevation Point Wealth Partners, LLC news6
Ameriprise Financial Services, LLC news4
Cetera Investment Advisers LLC news1
Corient news1
Edward Jones news1
J.P. Morgan Securities LLC news1
Newedge Advisors1
Northern Trust Securities, Inc. news1
Osaic Wealth, Inc. news1
Pfs Investments Inc.1
Stonebridge Capital Advisors LLC1
Strategic Advisers LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Tequesta, A to Z

CFP advisors in Tequesta →

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 Tequesta, FL?

21 investment adviser representatives are registered at firm offices in Tequesta, Florida, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Tequesta?

Elevation Point Wealth Partners, LLC, with 6 registered advisors in Tequesta, followed by Ameriprise Financial Services, LLC with 4.

How do I check a financial advisor in Tequesta?

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.