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Best financial advisors in CHAPEL LAKES, FL

Registered advisers within 25 miles of CHAPEL LAKES, FL.

Offices
1,606
Firms
858
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,322,083 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

LWM ADVISORY SERVICES, LLC
OLEA ADVISORY SERVICES
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
EDELMAN FINANCIAL ENGINES
STERLING WEALTH ADVISORS, INC.
FARTHER
MG&A WEALTH
MML INVESTORS SERVICES, LLC
TOBIAS FINANCIAL ADVISORS
KINGSVIEW WEALTH MANAGEMENT, LLC

Investors

JOEL ANGEL PALATNIK
MARCO R BOHORQUEZ
BARBARA EILEEN SACHAROW
SONJA KOPPENWALLNER
Valeria Carolina Ortega
TONY EDWARD DUBOSE
CLAUDIA NURI RUBENSTEIN
RELY HECHTER
Robert Francis Cullen
Craig M. Rosen
Maria Jose Bustamante
PETER LANG STEVENS
Abigail Allison Linn
THOMAS HENRY HARBOUR
PEDRO JOSE ESCOBAR
JHOAN ADERITA BENDANA
SEAN STEVEN BEN-ASHER
Victor Diaz
Imma Stanford
Leodi R Sanchez Morales
Tonya K. Henry
Karl Miranda
Ashlee Brown
DOUGLAS WAYNE WILLIAMS
Carmen A Vasquez
RICARDO M KENT
CHRISTOPHER UPTON
GLENN MICHAEL SABATH
CHRISTOPHER CARL RAILEY
JOSE DANIEL LARIN PARKER
Ethan Bashan
Raymond Alexander Jackson
Vladimir Tranquille
Agustin Hays
JACKIER O HURTADO
EGERTON FITZHUGH BULLOCK
PILAR ESTRELLA
ESTRELLA ELBAZ
MATIAS VALDES
JUDITH G QUINONES
CLAUDIA MARIA PALOMBO
OLGA MIRSKY
ANTHONY WAYNE TORTORIELLO
GILIANE V CANNAVO
COREY JON ENGELHARD
ERIC JASON LEVY
JULIE MORRIS AXELROD
TIRSO LUIS MORALES
Kiersten J Large
MARIANNE RESUE
JEAN PIERRE LEMOINE
Tiany Anayanty Eversley
JESSICA Denise CESAR LOPEZ
HOPE CATHERINE TUROCK
LINH NGUYEN
KEYLANA B NEMNICH
Emily Nicole LaDow
ANGELO JOSE DHANPATH
Maya Tzur
John M Hays
AIXA ROSADO
BRETT GOETZ
SANDRA LORENA MARINO
WILLIAM KAISER FISCHER
ANDRES FALLON
Jackeline Coronado-Chaverra
ALIX ALEXIS
ANDREA RODRIGUEZ
Adam E Silberfeld
Manuel Kent
ROBERT PERRY KLEIN
PAMELA ANN REGIN
WILLIAM MARTIN MERRIGAN
Nicholas James Ferraro
MARKEITH ANTHONI ROWLEY
ADAM I KARRON
MICHAEL GNEFKOW
ELIZABETH ANN BARRETT
Leah Renee Jenkins
Sterling Whitworth Barrett
Charles Cleveland Thomas
HUGO MANUEL CALENZANI
Scott Lam
TODD MICHAEL BATTAGLIA
JAMES SEAN O'HALLORAN
Carolina Restrepo
Scarlyn Maria Leonardo
KARINA P HINKELMANN
RICHARD AKIRMAIAN
CHRISTOPHER JOSEPH PITERA
RICHARD BIAGIO IOLI
CLAUDIA MAXINE SPENCE
CASEY SCOTT JOHNSON
JOHN GENE ALLISON
ARI NEAL TENENBAUM
STEPHANIE SIMONE BRANDON
MAOHONG LI
MATEO A GARCIA
YOUSEF JAFFER SURMAWALA
RENZO MAURICIO BARREDO
CHRISTOPHER NICHOLAS LEE
URSULA STEPHANIE AUGER
Francheska M Ruiz
MATTHEW DAVID SANEHOLTZ
EDZAI K CHIMEDZA
CHARLES JOHN NESMITH
YESENIA REALEJO
Chad Williamson
MARIANELA NMN COLLADO
Franklin G Gay
TERRY LEE MORRIS

Within 25 miles of CHAPEL LAKES, FL, Best Investors lists 858 registered investment advisory firms with 1,606 offices nearby, managing about $19.5T in combined regulatory AUM across 3,322,083 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 CHAPEL LAKES

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM