Brokerages with the most CFPs
See a breakdown of the largest brokerage firms -- and the percentage of CFPs in the total adviser force.
| Firm | CFP count | Total rep count | Percent CFPs |
|---|---|---|---|
| Ameriprise Financial Services | 4149 | 7,658 | 54.18% |
| Bank of America/Merrill Lynch | 3424 | 15,142 | 22.61% |
| Wells Fargo & Co. | 2929 | 15,102 | 19.39% |
| Morgan Stanley Smith Barney | 2701 | 18,087 | 14.93% |
| LPL Financial | 2478 | 11,214 | 22.10% |
| UBS Financial Services Inc. | 1293 | 6,760 | 19.13% |
| Raymond James Financial Inc. | 712 | 3,278 | 21.72% |
| Fidelity Investments | 877 | NA | NA |
| Edward Jones | 688 | 11,993 | 5.74% |
| Lincoln National | 677 | 7,682 | 8.81% |
| Total | 20446 | 84,923 | 24.08% |
| Sources include CFP Board, InvestmentNews independent broker-dealer survey (2010) and most recent quarterly filings | |||
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