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Best financial advisors in Cloud Lake, FL

Registered advisers within 25 miles of Cloud Lake, FL.

Offices
928
Firms
469
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,260,938 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
YOUR CHOICE FINANCIAL LLC
PALM WEALTH PARTNERS
GLOBIS CAPITAL MANAGEMENT L.P.
INDEPENDENT ADVISOR ALLIANCE, LLC
BOCA WEALTH ADVISORS
SINGER WEALTH ADVISORS LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

CIHANGIR KAYA
NATALLIA TALKACHOVA
James Andrew Reeves
KIMBERLY ANN LINEBERRY
NYCOLE Loraine SONES
KYLE WRIGHT
Erin Donofrio
MICHAEL JASON MAYNES
Michael Potter
ARTHUR ZAPESOCHNY
JAMES DAVID FRANSKOUSKY
STANTON DAVID SCHWARTZ
Adam Paul Mentzer
MARIO JOSEPH BASILONE
Domenick Anthony Mancini
FRANKLIN GEORGE REKAS
DANIELLE BASILONE
LEONARD JAMES TOMSON
RANIA CHRISTINA JAWDE
JARON THOMAS OSWALT
Tyler James Boccia
ROBERT BRUCE EBERST
DOUGLAS ALAN BROWN
John J Bartell
ALEXANDRA BARBARA Demosthenes
ARTHUR CANTER
Kurt Stein
JANYL B SMITH
KEITH ERIC SINGER
Evan G McLeod
Nathaniel Kalil
Bianca Viren Desai
Jacob Edward Butler
Steven Eric Trachtenberg
David L Sutherland
Tyler Cole Venditti
THOMAS JAMES MURRAY
Dianna Greiner
ROY DANIEL ROSNER
Stavros Deriziotis
DAVID ROCCI FRIEDLAND
Johnathon S Ho-On
Charles Landry
BRANDON SCOTT JUDAS
Thomas Lee Maples
Kathi Melissa Otero
Gerardo Porraz
HOLIKA CASTILLO
MICHAEL ENLOW
David B Andres
Kimberly Lynn Oros
MAXWELL LLOYD
TIMOTHY JAMES NINOWSKI
SY HAROLD MARCUS
DAVID IRA LASER
IAN FREEMAN
Gary Redhead
Patrick Peck
Christopher Castillo
Jonathan J Bartlett
GARY ALAN FRANK

Within 25 miles of Cloud Lake, FL, Best Investors lists 469 registered investment advisory firms with 928 offices nearby, managing about $19.0T in combined regulatory AUM across 3,260,938 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 Cloud 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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T 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