Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe

Financial ADVSR advisor directory · SEC adviser records

Beacon Pointe Advisors, LLC financial advisors in Winter Park, FL

Every SEC-registered investment adviser representative at a Beacon Pointe Advisors, LLC office in Winter Park, A to Z.

4 registered advisors work at Beacon Pointe Advisors, LLC in Winter Park, out of 442 at the firm nationwide; it ranks number 23 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Beacon Pointe Advisors, LLC advisors in Winter Park, A to Z

Every Beacon Pointe Advisors, LLC advisor →

Beacon Pointe Advisors, LLC advisors in other cities

Newport Beach, CA 212Scottsdale, AZ 21Dallas, TX 19Denver, CO 10Campbell, CA 9Plano, TX 9Waltham, MA 9Greensboro, NC 7San Diego, CA 7Bala Cynwyd, PA 6Asheville, NC 5Larkspur, CA 5Los Angeles, CA 5Roseland, NJ 5Andover, MA 4

Other firms in Winter Park

All Winter Park advisors →

Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8

Questions

How many financial advisors does Beacon Pointe Advisors, LLC have in Winter Park?

4 investment adviser representatives are registered at Beacon Pointe Advisors, LLC offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 442 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Beacon Pointe Advisors, LLC one of the largest advisor employers in Winter Park?

Beacon Pointe Advisors, LLC ranks number 23 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.

How do I check a Beacon Pointe Advisors, LLC advisor in Winter Park?

Each advisor below links to a profile with their registrations, exams, designations 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 Beacon Pointe Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.