Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Vero Beach, FL
Every SEC-registered investment adviser representative at a firm office in Vero Beach, with the firms that employ the most of them.
The short answer
241 registered advisors work in Vero Beach; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (28). 30 list the CFP designation and 179 are also registered broker representatives.
Firms with the most advisors in Vero Beach
Advisors in Vero Beach, A to Z
CFP advisors in Vero Beach →- Alyssa R. AbbateStrategic Advisers LLC
- Brandon S. AlbertoniStrategic Advisers LLC
- Peter AndersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Leslie S. AshMorgan Stanley
- Ronald D. BalitonLPL Financial LLC
- Edward C. BambergLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan A. BassRaymond James & Associates, Inc.
- Guy L. BassiniTreasure Coast Financial Planning, Inc. · Certified Financial Planner
- James A. BeindorfSpirepoint Private Client, LLC
- Jordan M. BieberProfessional Advisory Services Inc. · Chartered Financial Consultant
- Adam F. BilleStrategic Advisers LLC
- Carrie O. BockStifel, Nicolaus & Company, Incorporated
- Kendall S. BorchardtCardea Capital Advisors, LLC
- Alison J. BowesJ.P. Morgan Securities LLC
- Georges C. BoyerWellington Shields & Co., LLC
- Lawrence R. BrashearsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vandra S. BraswellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William BrewsterRga Investment Advisors, LLC · Chartered Financial Analyst
- James C. BrittMorgan Stanley
- Christopher M. BrownProfessional Advisory Services Inc.
- Nicholas L. BruceAdvisory Services Network · Certified Financial Planner
- Bruce L. BrunsRaymond James Financial Services Advisors, Inc.
- Douglas E. BryanStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- George W. BryanStifel, Nicolaus & Company, Incorporated
- Constantine G. BurlosOnesource Wealth Advisors
- Michael J. BurnsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mitchell A. BurnsWells Fargo Clearing Services, LLC
- James R. CaldwellStratos Wealth Partners, Ltd.
- Blake CallahanJ.P. Morgan Securities LLC
- Blake M. CampbellOnesource Wealth Advisors
- Hakyung K. CampioneSpirepoint Private Client, LLC · Certified Financial Planner
- Joshua D. CanevariOsaic Wealth, Inc.
- Louis A. CapezzaLPL Financial LLC
- Russell G. Cappelen Jr.Raymond James & Associates, Inc.
- Robert CarneyStrategic Advisers LLC
- Selena E. CarnohanMorgan Stanley
- Anthony J. CarusoAscension Wealth Management
- Robert E. CauleyBimini Advisors, LLC · Chartered Financial Analyst
- Vincent J. CelanoMorgan Stanley
- Christopher J. ConnettProfessional Advisory Services Inc. · Chartered Financial Consultant
- Stephen CostaRaymond James Financial Services Advisors, Inc.
- John-Michael CottermanStrategic Advisers LLC
- John R. Crooks IIIOsaic Wealth, Inc.
- Michael J. CurleyMorgan Stanley
- Maurice H. DaleyStrategic Advisers LLC
- Kenneth L. DarnellTruist Advisory Services, Inc.
- Amanda J. DarressAmeriprise Financial Services, LLC
- James C. DavisNaples Global Advisors · Certified Financial Planner
- Kurt M. DeaconStrategic Advisers LLC
- Dylan J. DeanStrategic Advisers LLC
- Daniel G. DecambraRaymond James & Associates, Inc.
- John R. DobayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew S. DowdleRaymond James & Associates, Inc.
- Brian D. DuncansonVero Strategic Yield, LLC
- Anthony J. Dzielski Jr.Treasure Coast Financial Planning, Inc. · Certified Financial Planner
- Carter EbbertWells Fargo Advisors Financial Network, LLC
- Joseph EnglebyJ.P. Morgan Securities LLC
- Sean M. FaceyIndependent Wealth Network, Inc.
- Clifford L. FaintychUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Consultant
- Kevin FedericoWells Fargo Clearing Services, LLC
- Joseph F. FesslerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan P. FinkTreasure Coast Financial Planning, Inc.
- Dylan FlinchumRaymond James Financial Services Advisors, Inc.
- Richard GarrityMorgan Stanley
- Stephen J. GeisOsaic Wealth, Inc.
- Anthony R. Germano Jr.Truist Advisory Services, Inc.
- Tracy L. GermanoFormidable Asset Management, LLC
- Cole B. GillespieLPL Financial LLC
- Amber K. Girtman JonesStrategic Advisers LLC · Certified Financial Planner
- Alexia M. GomezStrategic Advisers LLC
- Scott M. GomsakKestra Advisory Services, LLC
- Christie GreenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David W. GriffisNaples Global Advisors · Chartered Financial Analyst
- Roxanna M. GuinanCardea Capital Advisors, LLC
- Ramesh J. GulatiGulati Asset Management LLC · Certified Financial Planner
- Henry HabgoodWashburn Capital Management Inc.
- Joanne L. HackenburgSeacrest Wealth Management, LLC
- Jan P. HagemeierBoston Harbor Investment Management
- Robert G. Hagstrom Jr.Equitycompass Investment Management, LLC · Chartered Financial Analyst
- Matthew HamiltonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James L. HartRaymond James Financial Services Advisors, Inc.
- Andrew B. HartlineNaples Global Advisors · Chartered Financial Analyst
- Weston G. HatfieldNorthwestern Mutual Investment Services, LLC
- Matthew HeafnerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph HelmyRaymond James & Associates, Inc.
- Biran C. HerndonHerndon Wealth Services Inc.
- Colleen C. HigginsRaymond James & Associates, Inc.
- Robert E. HillWells Fargo Clearing Services, LLC
- Sydney A. HillWells Fargo Clearing Services, LLC
- Taylor B. HodgesFarther · Certified Financial Planner
- Craig A. HoelzerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Grayson H. HollyRaymond James & Associates, Inc.
- Danny C. HowesAdvisory Alpha, LLC
- Garrett HudsonSpirepoint Private Client, LLC
- Razvan N. IlieWells Fargo Advisors Financial Network, LLC
- Daniel T. IngraldiUBS Financial Services Inc.
- Roy J. InnellaWealth Watch Advisors, Inc.
- Ronald E. JaegerLPL Financial LLC
- David A. JaffeProfessional Advisory Services Inc.
- Melissa K. JamesIndependent Financial Partners
- John M. JenningsRaymond James Financial Services Advisors, Inc.
- Angela D. JohnsonTreasure Coast Financial Planning, Inc.
- David E. JohnsonNorthern Trust Securities, Inc. · Certified Financial Planner
- William G. JohnsonMorgan Stanley
- Joseph S. Jones IVSteward Partners Investment Advisory, LLC
- Michael R. KannerRaymond James Financial Services Advisors, Inc.
- Peter G. KellyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Garrett A. KentMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kerry J. Kimmel-GeigerJ.P. Morgan Securities LLC
- Emily KurczykUBS Financial Services Inc.
- Keith LambertRaymond James Financial Services Advisors, Inc.
- William L. LazarRehmann Wealth · Certified Financial Planner
- Trent H. LeydaSpirepoint Private Client, LLC
- Jodee L. LillieEdward Jones
- Thomas R. LonerganWells Fargo Clearing Services, LLC
- Robert D. LongWestbourne Investments, Inc. · Chartered Financial Analyst
- Maureen LordMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David F. LuethjeRaymond James Financial Services Advisors, Inc.
- Diego LunaTreasure Coast Financial Planning, Inc.
- Daniel P. MaceCetera Investment Advisers LLC
- Kayla M. MacwilliamRaymond James & Associates, Inc.
- Ryan MarshallWells Fargo Clearing Services, LLC
- Aaron MartinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Betty K. MarzecEdward Jones
- Michael P. MasseyFormidable Asset Management, LLC
- Kevin J. McEnerneyTruvestments Capital LLC
- Brian H. McKeownRussell Capital Management, LLC
- Joy MeadMead Wealth Management LLC
- Kelly S. MeindersProfessional Advisory Services Inc. · Certified Financial Planner
- Darren D. MingearEdward Jones
- Samuel MingearEdward Jones
- Anthony MishStrategic Advisers LLC
- Jeannette M. MonroeRehmann Wealth
- Mikael D. Montalvo RuizMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward R. MoorBeacon Pointe Advisors, LLC
- Donson M. Morain Jr.Strategic Advisers LLC
- Kyle W. MorganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott T. MosherPNC Wealth Management LLC
- Christopher T. MustoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dimitri NarcisseWells Fargo Clearing Services, LLC
- John E. NeenanWells Fargo Clearing Services, LLC
- Diane P. NelsonRaymond James & Associates, Inc.
- Thomas F. NelsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Angeline P. NewmanRockefeller Capital Management
- Patrick NorrisStrategic Advisers LLC
- Christy J. NorthfieldMorgan Stanley
- Baerbel O'HaireMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John D. Orcutt Jr.Stifel, Nicolaus & Company, Incorporated
- Kim M. OrsiSpirepoint Private Client, LLC
- Robert A. OttesenWells Fargo Clearing Services, LLC
- Victor PadillaStrategic Advisers LLC
- James R. PaigeWells Fargo Clearing Services, LLC
- Christopher J. PariosLPL Financial LLC · Certified Financial Planner
- Scott J. ParsonsCambridge Investment Research Advisors, Inc.
- Judith PeaceWells Fargo Advisors Financial Network, LLC
- Hanson H. PeirceMorgan Stanley
- Chase Perez BlancoWells Fargo Advisors Financial Network, LLC
- Blaine PerrinRehmann Wealth
- Jeffrey C. PetersenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marsha G. PetersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark V. PettingaPettinga Financial Advisors, LLC · Certified Financial Planner
- Dean C. PhillipsLPL Financial LLC
- Trevor D. PiazzaStrategic Advisers LLC
- Robert N. PolackwichProfessional Advisory Services Inc. · Chartered Financial Analyst
- Carleen E. PorrecaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher T. PorterMorgan Stanley
- Joseph A. PriceB. Riley Wealth Advisors, Inc.
- Pamela A. PunkarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Taylor QuigleyStrategic Advisers LLC
- Mark A. QuinnGreenfield Financial Services, LLC
- Michael S. RasnickNorthern Trust Securities, Inc.
- Melvin D. RatcliffRaymond James Financial Services Advisors, Inc.
- Devin A. ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John P. RiceStifel, Nicolaus & Company, Incorporated
- Joseph D. RinchackMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kimberly C. RiversWells Fargo Clearing Services, LLC
- Anna M. RobertsStrategic Advisers LLC
- Geoffrey M. RobertsWells Fargo Clearing Services, LLC
- Harry M. RobinsonThrivent Investment Management Inc.
- William E. RomansFormidable Asset Management, LLC
- Richard K. RoscelliCardea Capital Advisors, LLC
- Gary D. RyanPfs Investments Inc.
- Keith F. RyanRaymond James Financial Services Advisors, Inc.
- Joanne SardellaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Courtenay J. SatterwhiteSpirepoint Private Client, LLC
- Matthew W. SaumMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Hunter J. SausermanStrategic Advisers LLC
- Christina L. SavageWells Fargo Clearing Services, LLC
- Garrard K. SchaeferPeachtree Investment Partners, LLC
- Richard R. Schnier Jr.RBC Capital Markets, LLC
- Scott P. SchwartzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeremy SchwibnerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Colin J. ScottCharles Schwab & Co., Inc.
- Eleanor SextonStrategic Advisers LLC
- Joshua M. ShafferStrategic Advisers LLC
- Zachary R. ShaveMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher A. ShepherdRockefeller Financial LLC
- Paul M. ShieldsAmeriprise Financial Services, LLC
- Shalee M. ShieldsU.S. Bancorp Advisors, LLC
- Diann M. SikoraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David K. Sloper Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Glenn C. SmithCharles Schwab & Co., Inc.
- Sean SpeerWells Fargo Advisors Financial Network, LLC
- Stephanie J. SpringerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John E. StarksStrategic Advisers LLC
- Dean E. Statler Sr.Virtue Capital Management, LLC
- Kevin J. SteffenIndependent Advisor Alliance, LLC
- Eric P. StorbergAmeriprise Financial Services, LLC
- Andrew M. StreeterEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Charles B. StrumStrategic Advisers LLC · Certified Financial Planner
- Josue SuarezMorgan Stanley
- Jennifer SulemanWells Fargo Advisors Financial Network, LLC
- George SymeIndependent Financial Partners
- Robert J. TarlovCetera Investment Advisers LLC · Certified Financial Planner
- Adam J. TaylorStrategic Advisers LLC
- Henry B. ThomasEquitable Advisors, LLC
- Marc P. TombergRaymond James Financial Services Advisors, Inc.
- Sue TompkinsWells Fargo Advisors Financial Network, LLC
- Alejandro TorresTruist Advisory Services, Inc.
- John TovarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anthony Z. TulsiramPNC Wealth Management LLC
- Russell W. TwissGallatin & Company, LLC
- Jose M. VelezState Farm Investment Management Corp.
- Henry J. VenkerNaples Global Advisors
- Charles P. WallaceOppenheimer & Co. Inc.
- W P. WalshWells Fargo Clearing Services, LLC
- David J. WashburnWashburn Capital Management Inc. · Certified Financial Planner
- Robert E. WashburnWashburn Capital Management Inc. · Certified Financial Planner
- Perry A. WhiteheadCharles Schwab & Co., Inc.
- Luis H. WhuLulla Wealth Financial
- Michael T. WilliamsAmeriprise Financial Services, LLC
- Paul A. WilliamsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Todd M. WinterAmeriprise Financial Services, LLC · Certified Financial Planner
- Lori J. Wolfe LazorikUBS Financial Services Inc.
- Alex WolfendenRaymond James Financial Services Advisors, Inc.
- Ethan WoodAmeriprise Financial Services, LLC
- Krysta N. WrightRaymond James Financial Services Advisors, Inc.
- Richard A. YemmSecure Asset Management, L.L.C. · Certified Financial Planner
- Theodore J. Zamerski IIIProsperity Path Advisers, LLC · Personal Financial Specialist, Chartered Financial Analyst
- Michael M. ZickertWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- Susan A. ZimmermanSpirepoint Private Client, LLC
Other cities in Florida
All of Florida →Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244
Questions
How many financial advisors are in Vero Beach, FL?
241 investment adviser representatives are registered at firm offices in Vero Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 179 of them are also registered as broker representatives, and 30 list the CFP designation.
Which firm has the most financial advisors in Vero Beach?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 28 registered advisors in Vero Beach, followed by Strategic Advisers LLC with 23.
How do I check a financial advisor in Vero Beach?
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.