17 financial advisors & firms and 0 insurance agents verified near the Villages, FL — every one cited to the regulator, claimable and removable by the person named.
RIA firm · the Villages, FL 32162 · Registered investment adviser · $224M AUM
CRD 286494 · verify at the regulator
RIA firm · the Villages, FL 32162 · Registered investment adviser · $333M AUM
CRD 291380 · verify at the regulator
RIA firm · the Villages, FL 32162 · Registered investment adviser · $115M AUM
CRD 321689 · verify at the regulator
RIA firm · Oxford, FL 34484 · Registered investment adviser · $49M AUM
CRD 328380 · verify at the regulator
RIA firm · Lady Lake, FL 32159 · Registered investment adviser · $1.6B AUM
CRD 144434 · verify at the regulator
RIA firm · the Villages, FL 32163 · Registered investment adviser · $146M AUM
CRD 169997 · verify at the regulator
RIA firm · Fruitland Park, FL 34731 · Registered investment adviser
CRD 337735 · verify at the regulator
RIA firm · Ocala, FL 34480 · Registered investment adviser
CRD 340796 · verify at the regulator
RIA firm · Ocala, FL 34471 · Registered investment adviser · $373k AUM
CRD 142217 · verify at the regulator
RIA firm · Ocala, FL 34471 · Registered investment adviser · $383M AUM
CRD 296771 · verify at the regulator
RIA firm · Ocala, FL 34471 · Registered investment adviser
CRD 340673 · verify at the regulator
RIA firm · Tavares, FL 32778 · Registered investment adviser · $947M AUM
CRD 171346 · verify at the regulator
RIA firm · Tavares, FL 32778 · Registered investment adviser · $605M AUM
CRD 338015 · verify at the regulator
RIA firm · Ocala, FL 34470 · Registered investment adviser · $15M AUM
CRD 174846 · verify at the regulator
RIA firm · Ocala, FL 34470 · Registered investment adviser
CRD 341026 · verify at the regulator
RIA firm · Ocala, FL 34474 · Registered investment adviser · $169M AUM
CRD 295122 · verify at the regulator
RIA firm · Mount Dora, FL 32757 · Registered investment adviser · $26M AUM
CRD 329094 · verify at the regulator
Verified advisors and insurance agents in the places closest to the Villages, FL.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.