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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wesley Chapel, FL

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

The short answer

120 registered advisors work in Wesley Chapel; the most are at Accurate Wealth Management, LLC (36). 20 list the CFP designation and 91 are also registered broker representatives.

Firms with the most advisors in Wesley Chapel

FirmAdvisors in Wesley Chapel
Accurate Wealth Management, LLC36
Strategic Advisers LLC8
Cetera Investment Advisers LLC news5
Edward Jones news5
Ameriprise Financial Services, LLC news4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Osaic Wealth, Inc. news4
Bria Capital Group, LLC3
J.P. Morgan Securities LLC news3
LPL Financial LLC news3
Raymond James & Associates, Inc. news3
Truist Advisory Services, Inc. news3
Equitable Advisors, LLC news2
Fifth Third Securities, Inc.2
LPL Enterprise, LLC news2
Northwestern Mutual Investment Services, LLC2
Pfs Investments Inc.2
Schwab Wealth Advisory, Inc. news2
Singer Wealth Advisors LLC2
Alliancebernstein L.P.1
Ameritas Advisory Services, LLC1
Cambridge Investment Research Advisors, Inc. news1
Capital Wise Advisory1
Charles Schwab & Co., Inc. news1
Citigroup Global Markets Inc. news1

Advisors in Wesley Chapel, A to Z

CFP advisors in Wesley Chapel →

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 Wesley Chapel, FL?

120 investment adviser representatives are registered at firm offices in Wesley Chapel, Florida, according to the SEC's Investment Adviser Public Disclosure records. 91 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in Wesley Chapel?

Accurate Wealth Management, LLC, with 36 registered advisors in Wesley Chapel, followed by Strategic Advisers LLC with 8.

How do I check a financial advisor in Wesley Chapel?

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.