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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

CENTER LAKE CAPITAL MANAGEMENT, LLC
EDWARD JONES
KOVACK ADVISORS, INC.
WHALEROCK POINT PARTNERS, LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
SAGEVIEW ADVISORY GROUP, LLC
AMERITY WEALTH MANAGEMENT, LLC
SMARTX ADVISORY SOLUTIONS
ALAN & COMPANY, LLC
J.P. MORGAN SECURITIES LLC
A&M PRIVATE WEALTH PARTNERS, LLC
DUDLEY & SHANLEY, INC.
PROVENIO CAPITAL
HARVEY CAPITAL MANAGEMENT INC
PRIME CAPITAL FINANCIAL

Investors

James Justin Smeenge
GARTH ANTHONY IVEY
TYSON CARTER REED
JOHN PHILIP GENCO
Leslie Anne Sawyer
Gregory Keith Vereen
Michael Fitzpatrick Donnal
John F Rahal
HAROLD FLORANTINO LATORTUE
JOHN ROSSETTER LEAVITT
JAMES IRA PACE
MARESSA ETZIG-MARIN
GIL BLAS MONTILLA VELEZ
ALEXANDER ROSS THOMPSON
LOUIS MICHAEL MILANO
Alan Jardeleza
Hyun Min L Cash
MICHAEL JOSEPH MURGIO
PETER Salvatore ALOISI
CHRISTOPHER JAMES COCOZZA
MATTHEW C. KING
TAKUYA KISAKA
LAWRENCE ADAM HILZENRATH
EDUARDO ANTONIO VILLA OSPINA
Jonathan Lee Fitzgerald
Michael S. Calkin
Milos Janicic
JOHN MCKENZIE RALLS
Abdulla Begai
CARL WADE GARDINER
FRANK EMMETT SHANLEY
CHRISTOPHER GERARD KELLY
ROBERT DALE HARVEY
SOPHIA HARVEY BURNICHON
ALEXANDER TRINDADE HARVEY
Zachary R. Pumphrey
Maria Fernanda Uribe
ALFONSO BURGOS

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