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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

CETERA INVESTMENT ADVISERS LLC
DIMENSION CAPITAL MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
KIRTLAND FINANCIAL MANAGEMENT, INC.
BALANZ
WE FAMILY OFFICES
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
TRIVEST INVESTMENT ADVISORS, LLC
OPPENHEIMER & CO. INC.
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
PREMIA GLOBAL ADVISORS, LLC
HALMOS CAPITAL PARTNERS LLC
BR CAPITAL
MERIDIANA
FILON CAPITAL
MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Investors

ROMAN FURMAN
ERIKA F KAM
ARIEL NMN SANCHEZ-ALFONSO
ALEX PALOMINO
JUAN ANTONIO MIJARES
Steven Ferrari
ALIONA LOZINSCHI
Anastasiya Yuryevna Soldatova
MARLENE EISEN
BRETT CHARLES HIXON
KEVIN IVES BARROS
CHRISTOPHER JASON SHEA
Federico Eduardo Francia Telesca
John DeBrito
FERNANDO JOSE LANUS
DIEGO FERNANDO DAZA
ERIC RAMON SIMON
RAFAEL LEONARDO MENDOZA
CESAR AUGUSTO PACHON
Juan Felipe Londono
Felipe Castro
John Mark Jeffrey Kellogg
Daniella Maria Ginebra Grullon
Jarod Solomon
Fedra Vasquez
ROCIO MAYELA ORTEGA
SANTIAGO ULLOA
MYRON MICHAEL ZEUNER
MARIA ELENA LAGOMASINO
JOSEPH CHARLES KELLOGG
SANTIAGO CASTRO
NICOLAS BASCUNAN
Ana Cecilia Sacio
Milagros C Gomez
Tiffany Valery Mangelli
David Rafael Mejia
Natalia Hoyos Mesa
Andres Sanchez Villalba
Carl Henry Carlson
JULIE LOUISE NEITZEL
SVEN HUBER
CLAUDIA J NAFFAH
CÉSAR PABLO MALDONADO
Carles Morera Rosell
Maria Amelia Vargas Baez
Pedro Cantarelli
RICHARD ERVIN ZIMMERMAN
RICARDO CAYETANO DE LA SERNA
JOSE FELIX REMY
DANIEL RAUL ESPINOSA
LILY ANNA ARTEAGA
XIMENA GONI
CARLOS BERGOUIGNAN-SOTOLONGO
TATIANA J ZUREK
CESAR AUGUSTO HURTADO
LUIS A GARCIA
GUILLERMO BICAS
JAVIER ALFREDO BRICENO
CHRISTINA LOMELI
ROBERT DOO JR
ASHLEY MONCADA
JORGE ISSAC MONTEALEGRE
JOHN ANTHONY STOCK
CARLOS ARTURO BURNS
DAMIAN JOHN PARDO
OUI SEESAWAT COULSON
REGINE RIGAL
DORIAN GONZALEZ
LUIGI MAZZA
MARCOS ANDRES CHEVALLIER-BOUTELL
HUSTON LORENZO
SANDRA COSTA LOPES
CRISTINA MARIE GONZALEZ
MARBELYS MARTINEZ
WILLIAM FREDERICK GILCHRIST
SEBASTIAN ERNESTO ITURRIAGA
SPENCER BERENS
BRIANNA MELANIE LASTRA
MOTAZ ASHRI
CALLAHAN LYONS
PATRICK ANTHONY PEREIRA
FRANCES ANNETTE BATISTA
MELANIE S DEMATTO
MARIACELIA BLANDON
GUSTAVO ANDRES JASO-BUZZONI
DIANA SOL
FRED BERENS
MANDAH DOO
MARISELA BLANDON
JORGE DANIEL ETINGER
JAY MARTIN SPIELER
DIEGO FERNANDO GONZALEZ
FARHAD NOORY SHAYA
TAMA HELENE ZAYDON
MARIANELLA ARMIJOS
JOAN JACOBSON GILCHRIST
JOHN ERNEST GILCHRIST
PAULINA SEPULVEDA WELCKER
ZAKIR ODHWANI
SEAN ALEXIS MANNING
MICHAEL DAVID GOLD
Tracy A Kramer
KIMBERLY ANN ARGUELLO
JESUS CRUZ
PETER LESLIE BERMONT
EDDY J PARK
DANIEL ROSALES
MIGUEL SOSA
PABLO ANTONIO CUEVAS
ALBERT ROVIRA DOMENECH
MIGUEL A BILBAO
Alexander Albert Alfonso
JORGE IVAN RIVERA-ECHEVARRIA
Edgardo Enrique Medina Perez
Luis Ronald Guerrero
VALERIE EDWARDS
Emilio Leonardo Torrealba Charinga
Lovie Ross Scott
TiJuana Stuart
Cheryl M Farmer
Suhey Marie Rios Perez
Alfonso Javier Gonzalez Mendez
Ricardo Manuel Dominguez
Luis A Marti Rodriguez
Rebecca Cummings Meister
Hayden Langenburg
Jason Benson

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