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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Palm Beach, FL

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

482 registered advisors work in West Palm Beach; the most are at Morgan Stanley (73). 0 list the CFP designation and 344 are also registered broker representatives.

Firms with the most advisors in West Palm Beach

FirmAdvisors in West Palm Beach
Morgan Stanley news73
UBS Financial Services Inc. news53
Facet40
Merrill Lynch, Pierce, Fenner & Smith Incorporated news25
Citizens Securities, Inc.20
Alliancebernstein L.P.11
A&M Private Wealth Partners, LLC10
J.P. Morgan Securities LLC news10
LPL Financial LLC news9
Raymond James & Associates, Inc. news9
Citigroup Global Markets Inc. news8
Osaic Wealth, Inc. news8
Td Private Client Wealth LLC8
BNY Mellon Securities Corporation6
Cibc Private Wealth Advisors, Inc.6
Cresset Asset Management, LLC news6
Neuberger Berman Bd LLC6
Pfs Investments Inc.6
Raymond James Financial Services Advisors, Inc. news6
Robert W. Baird & Co. Incorporated news6
Blue Ocean Capital5
Ibex Wealth Advisors, LLC5
Edward Jones news4
Rivernorth Capital Management, LLC4
Wells Fargo Clearing Services, LLC news4

Advisors in West Palm Beach, A to Z (first 300 of 482)

Search all of Florida →

Other cities in Florida

All of Florida →

Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262Stuart 261

Questions

How many financial advisors are in West Palm Beach, FL?

482 investment adviser representatives are registered at firm offices in West Palm Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 344 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in West Palm Beach?

Morgan Stanley, with 73 registered advisors in West Palm Beach, followed by UBS Financial Services Inc. with 53.

How do I check a financial advisor in West Palm 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.