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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

EDWARD JONES
AMERITY WEALTH MANAGEMENT, LLC
TD PRIVATE CLIENT WEALTH LLC
RAYMOND JAMES & ASSOCIATES, INC.
HIGHTOWER ADVISORS, LLC
VALMARK ADVISERS, INC.
MML INVESTORS SERVICES, LLC
INTERNATIONAL ASSETS ADVISORY, LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
ORANGE AVENUE ADVISORS LLC
OXFORD WEALTH GROUP, LLC
GLOBAL ASSETS ADVISORY, LLC
CETERA INVESTMENT ADVISERS LLC
CENTRUS FINANCIAL STRATEGIES

Investors

Michael Broadus
CHRISTOPHER LEE STADLER
MICHAEL FARAJ
MARCOS RICARDO CIGAGNA
DAVID ALLEN BRINCKERHOFF
Harrison P Watkins
STEPHEN FREDERICK FRICKE
RICHARD JOHN SANE
MICHAEL PAUL PICKARD
ALLEN DIRCK BRINCKERHOFF
SANDRA S MARTIN
GREGORY DAVID VANDERGRIFT
MATTHEW LEE BRINCKERHOFF
TIMOTHY JAMES TRACEY
CHRIS PATRICK BARFIELD
EDWARD LEE WINOKUR
KRISTIN D LANE
FIONA WING CHEE WALKER
Lydia Virginia Woodruff
KARRIE LYNN VERDUIN
Tiffany L Gulick
ALAN TODD PATTEN
SCOTT CHRISTOPHER MAHNKEN
KEITH AMECHE DAVIS
JOHN ENOCHS PINKLEY
KIRSTY M. LEESON WALKER
MARJORIE KAYE BROWN
Bruno Perez
Marlies Schubiger
DENNIS EDWARD MICHELS
Tyson Ronald Smith
YAHAIRA FERNANDEZ
Tyson Ronald Smith
Rene Alberto Naranjo
Amy Lynn Lasris Davis
Natalie Eve Campese
CHRISTOPHER BLAIR DRIVER
Nicole Anne Rutledge Regilio
Jacob Warren Land
Joellene Rae Aylor
Gregg Alexander Biro
Ryan Louis Staton
Heather S Mulcahy
Christine Graves Scott
Gabriel Garrick Proulx Wein
ENRICO PHILLIP ZOLLO
KYLE SCOTT BRENNAN
SAILESH HIRALAL SHAH
PAUL FRANCIS IANDOLI
RONALD JOSEPH GRUNINGER
MATTHEW JASON DOUCE
BRIAN RICHARD LUBEL
KEITH ERIK HESLIN
Christopher Cerniglia
Michael Howard Davis
REGINALD JOHNSON
RAYMOND MARTENS
MARILYN VAZQUEZ
THERESA NEITZEL BENSON
ROBIN PERKINS
Linda Palonen
Nhan Thanh Tran
Ernest Phillips
Matthew Edward Lampman
Richard Weiss
David S Weinberger
RONALD GENE CHRONISTER
Hiroshi Mizutani
MICHAEL GAETANO O'NEIL
NICHOLAS BLACKWELL
DONALD JAMES GUNN
MICHAEL FREDRICK PETRAMALO
JOHN STEPHEN PRONOVOST
BRIAN R THOMAS
KEVIN THOMAS MORAN
JUSTIN Y GEROW
SCOTT FRANCIS DROSKIE
Reginald A Rasmussen
AARON MICHAEL KNOLL
ARTHUR CRAIGG MCRAE
ANNE ADKERSON SATTERFIELD
COLLIN ROBERT FINGON
STANLEY LEON LECONTE
CHRISTOPHER GLENN LANE
LISA AMELIA SAMUELS
JACOB RANDALL GODFREY
EMMANUEL A LEAK
Ann Katherine Moore
JUSTIN ADAM BODNAR
JOHN PATRICK MILLER
ALEXANDER L FULLERTON
KRISTINA E LEUZZI
JOHN NICHOLAS SPARTZ
JARED URBANTKE
Drew Bowen
Nathan Brandon Michael Walsh
Jacobo Andres Leon Giraldez
SHAWNALEE REBECCA WOODS
ROBERT MICHAEL ALVAREZ
TODD LORING LUFT
JERRY ALLEN KLUSENER
KEVIN ARTHUR DEUTSCH
JEFFREY GERALD WINN
RONALD PATRICK CAMERON
ANDREW BRUCE ELSOFFER
CHRISTOPHER JOHN MC CAFFREY
Myra Pearle Nicholson
ROBERT DANIEL STEIN
KEVIN JOE HALL
JOSE R DA CRUZ
GREGORY GLEN HARRISON
EDWARD PETER MASSARI
ILY ELIZABETH NOLEN
JEROME R LONG
JAMES FRANKLIN MCENULTY
EDWARD GARY BECKERMAN
RICHARD ROBERT FULTON
LORI ANN PETERSON TIMOTHY
RUSSELL SCOTT BLUM
MICHAEL THOMAS FRUSTACI
CESAR EMILIO OLIVARES
LANCE FOSTER WILLIAMSON
MATTHEW JONES FANNIN
EDITH CHRISTINA LYNCH
DANNY DAVID KOMINSKI
Joseph A Gross
BRANDON REED BARILE
ANIDA VENNIRO
JANET LYNN NORDQUIST
EDWARD FRANCIS CAPUTO
John Kei Minezaki
PEYTON GRAHAM CULBERSON
Justin Fitzgerald Echols
JOHN ANDREW BODNAR
GLENN RICHARD TOUSSAINT
Sunil Tumber
Christopher Clay McAnany
Skylar Elizabeth Tyndall
SCOTT RICHARD CLEMENTI
SAMUEL JOSIAH DIXON
Chad Anthony Safier
TRENT MICHAEL ROGY
Jordan Daniel Knapke
JOHN PASSARO
Brian Yannaccone
Jerry Lee Sylvester
JACOB ANDREW STINSON
Dane Carpenter Spencer
DAVID JAMES LLOYD
JAY PAUL JENSEN
TIMOTHY J RIGSBY
STANLEY SOUTO PORFIRIO
ERIK J JOHNSON
VIVIANA BELISSA FRIAS DIAZ
MYLENE J SERRANO-KALINICH
MARCO ANASTASI
Jude Harvey Wilson
Victoria Lee Weaver

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