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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Winter Park, FL

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

487 registered advisors work in Winter Park; the most are at Morgan Stanley (62). 0 list the CFP designation and 401 are also registered broker representatives.

Firms with the most advisors in Winter Park

FirmAdvisors in Winter Park
Morgan Stanley news62
Merrill Lynch, Pierce, Fenner & Smith Incorporated news48
Strategic Advisers LLC45
Wells Fargo Clearing Services, LLC news27
Truist Advisory Services, Inc. news25
Ameriprise Financial Services, LLC news24
UBS Financial Services Inc. news22
Raymond James Financial Services Advisors, Inc. news20
LPL Financial LLC news19
Raymond James & Associates, Inc. news13
Charles Schwab & Co., Inc. news12
55 North Private Wealth7
Advus Financial Partners, LLC7
American Financial Advisors Inc.6
Green Vista Asset Management LLC6
Pfs Investments Inc.6
State Farm Investment Management Corp.6
Cetera Investment Advisers LLC news5
Financial Harvest Wealth Advisors5
Florida Financial Advisors, LLC5
RBC Capital Markets, LLC news5
Rockefeller Financial LLC news5
Financial Advisory Partners, LLC4
Fortress Wealth Group4
Transamerica Financial Advisors, LLC4

Advisors in Winter Park, A to Z (first 300 of 487)

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 742West Palm Beach 482Clearwater 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 Winter Park, FL?

487 investment adviser representatives are registered at firm offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records. 401 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Winter Park?

Morgan Stanley, with 62 registered advisors in Winter Park, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 48.

How do I check a financial advisor in Winter Park?

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.