Equitable Advisors
43yrs
Top advisor by experience in Osprey
Financial advisors in Osprey, FL
Looking for a financial advisor in Osprey, FL? We list 20 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
20Advisors with offices here
24Median years of experience
5%At fee-only firms
15Firms represented
Largest firms here: Ameriprise Financial Services (5), Equitable Advisors (2), Raymond James & Associates (1).
Nearby: Nokomis, Venice, Sarasota, Englewood, Bradenton, Longboat Key, North Port.
Raymond James & Associates
42yrs
Top 3% by experience in Florida
Vestgen Advisors
36yrs
Top 7% by experience in Florida
Thurston Hall Investment Research
33yrs
Top 11% by experience nationwide
Equitable Advisors
32yrs
Top 12% by experience at Equitable Advisors
Wells Fargo Advisors
29yrs
Top 18% by experience in Florida
Sarasota Capital Strategies
27yrs
Top 22% by experience nationwide
Ameriprise Financial Services
26yrs
Top 25% by experience nationwide
Raymond James Financial Services Advisors
26yrs
Top 25% by experience nationwide
Edward Jones
24yrs
Top 14% by experience at Edward Jones
Ameriprise Financial Services
23yrs
Christopher Nichols
Financial advisor
2149 S Tamiami Trail Building B Suite 49 And 51
Osprey, FL 34229
Osprey, FL 34229
More experience than 67% of advisors in Florida
Morgan Stanley
22yrs
More experience than 66% of advisors in Florida
Osaic Wealth
22yrs
More experience than 66% of advisors in Florida
Ameriprise Financial Services
18yrs
More experience than 55% of advisors in Florida
Capital Markets Services
16yrs
More experience than 52% of advisors in Florida
The Financial Preserve at Lonier Financial Advisory
15yrs
More experience than 50% of advisors in Florida
Ameriprise Financial Services
12yrs
12 years in the industry
Ascentis Independent Advisors
8yrs
8 years in the industry
Ameriprise Financial Services
8yrs
8 years in the industry
Paracca Financial Group
3yrs
3 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.