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Best financial advisors in Bay Lake, FL

Registered advisers within 25 miles of Bay Lake, FL.

Offices
648
Firms
262
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,281,788 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CWM, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
FINANCIAL MANAGEMENT NETWORK INC
WELLS FARGO CLEARING SERVICES, LLC

Investors

DANIELLE GUZMAN
JANICE ADELAIDE RATHMAN
William Portage Schwemlein
JOSHUA WAYNE WYATT
Kristina Marie Dhountal
Ramon Jorge
MICHELLE CORREA
Rodrigo Moises Torres Pinto
MOHAMAD ALHALWANI
YAJAIRA RODRIGUEZ
PAULA ALMEIDA COELHO
Yee Ling Lee-Spears
ISRAEL NORIEGA
DAVID MICHAEL MURPHY
DREW J WALTERS
SINDY CANIZALES WALTERS
STEVEN BRADLEY ANDERSON
JOEL ALAN LARSEN
Nicholas Andrew McTurk
Daniel Aaron Smith
David S Pieronowski
Nicholas D Johnson
THOMAS ALLEN BRAY
Thomas Dalton Bray
ERIC PETER CARLSON
Ethan Stone Vanz
MATTHEW SCOTT MERWIN
DAVID RICHARD WIERCINSKI
CAROL ANNE CULLEN
RANDALL A HOLMQUIST
Svetlana Light
ALEXANDER CADAVID HERNANDEZ

Within 25 miles of Bay Lake, FL, Best Investors lists 262 registered investment advisory firms with 648 offices nearby, managing about $14.7T in combined regulatory AUM across 3,281,788 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bay Lake

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM