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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in The Villages, FL

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

169 registered advisors work in The Villages; the most are at LPL Financial LLC (18). 19 list the CFP designation and 143 are also registered broker representatives.

Firms with the most advisors in The Villages

FirmAdvisors in The Villages
LPL Financial LLC news18
Raymond James & Associates, Inc. news14
Merrill Lynch, Pierce, Fenner & Smith Incorporated news13
Wells Fargo Clearing Services, LLC news13
Edward Jones news11
Strategic Advisers LLC11
Morgan Stanley news10
J.P. Morgan Securities LLC news7
Wells Fargo Advisors Financial Network, LLC news7
Blackston Financial Advisory Group, LLC6
Charles Schwab & Co., Inc. news6
Brookstone Wealth Advisors, LLC3
Cambridge Investment Research Advisors, Inc. news3
Cetera Investment Advisers LLC news3
Osaic Wealth, Inc. news3
Zenith Advisory Group, LLC3
Alexander Capital Wealth Management LLC2
Ameriprise Financial Services, LLC news2
Networth Asset Management, Inc.2
Parady Wealth Management2
Potomac Investment Company2
Raymond James Financial Services Advisors, Inc. news2
Ria Advisory Group, LLC2
Truist Advisory Services, Inc. news2
UBS Financial Services Inc. news2

Advisors in The Villages, A to Z

CFP advisors in The Villages →

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 The Villages, FL?

169 investment adviser representatives are registered at firm offices in The Villages, Florida, according to the SEC's Investment Adviser Public Disclosure records. 143 of them are also registered as broker representatives, and 19 list the CFP designation.

Which firm has the most financial advisors in The Villages?

LPL Financial LLC, with 18 registered advisors in The Villages, followed by Raymond James & Associates, Inc. with 14.

How do I check a financial advisor in The Villages?

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.