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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wellington, FL

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

The short answer

61 registered advisors work in Wellington; the most are at Edward Jones (9). 9 list the CFP designation and 52 are also registered broker representatives.

Firms with the most advisors in Wellington

FirmAdvisors in Wellington
Edward Jones news9
Raymond James Financial Services Advisors, Inc. news5
Capital Analysts4
LPL Financial LLC news4
Lincoln Investment4
Cambridge Investment Research Advisors, Inc. news2
Equitable Advisors, LLC news2
J.P. Morgan Securities LLC news2
Mariaca Wealth Management, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Money Manager Inc.2
Osaic Wealth, Inc. news2
Rockefeller Capital Management news2
Rockefeller Financial LLC news2
Solic Capital Management, LLC2
Strategic Advisers LLC2
57 West Capital Advisors, Inc.1
Allstate Financial Advisors, LLC1
Ameritas Advisory Services, LLC1
Ceg Wealth Partners, LLC1
Citizens Private Wealth1
Dunamis Capital Consulting, LLC1
Ernst & Young Investment Advisers LLP1
Garden State Investment Advisory Services, LLC1
Lanark Financial, Inc.1

Advisors in Wellington, A to Z

CFP advisors in Wellington →

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 Wellington, FL?

61 investment adviser representatives are registered at firm offices in Wellington, Florida, according to the SEC's Investment Adviser Public Disclosure records. 52 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Wellington?

Edward Jones, with 9 registered advisors in Wellington, followed by Raymond James Financial Services Advisors, Inc. with 5.

How do I check a financial advisor in Wellington?

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.