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Best financial advisors in Country Lakes, FL

Registered advisers within 25 miles of Country Lakes, FL.

Offices
900
Firms
582
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,195,523 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFREY R. JACOBS, CPA
PFS INVESTMENTS INC.
PARK AVENUE SECURITIES LLC
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
AUTOMATED FINANCIAL PLANNING, INC.
ARCHER INVESTMENT CORPORATION

Investors

ADRIANA C EPPSTEIN
ANDRES HUNG PARMEGGIANI
Christian Rodriguez
Marlon C Sobalvarro
Michael Timothy Oliva
MAURICIO INTERIANO
JEFFREY R JACOBS
MICHAEL ANTHONY KEATING
Maria A Chiang
LUISA M BRAVO
Javid Reza Mortazavi
UBALDO MENDEZ
NICOLE MARAJH SINANAN
LUIS FERNANDO RODRIGUEZ
Maria G Largaespada
Hazel Aguilar
DANIEL LI
PAULO EDUARDO BETTEGA
REED LIPSEY
Diana Alvarez
PAUL PEREZ
SANTIAGO AGUDELO
MICHAEL MONTES DE OCA
LINA MARCELA FIGUEROA-GONZALEZ
ELLIE KENT MILLS
Tiffany Melisa Garcia
Alenette Acuesta Opena
PATRICK GRANT
Rodolfo E Muniz
nuviana Acosta
Miguel Eduardo Arias
MANUEL S MIRANDA
Erikamarie Castrillo
RHONDA MARLA KUHN

Within 25 miles of Country Lakes, FL, Best Investors lists 582 registered investment advisory firms with 900 offices nearby, managing about $18.0T in combined regulatory AUM across 3,195,523 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 Country 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