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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
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
SYNOVUS SECURITIES, INC.
PFS INVESTMENTS INC.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
FIRST GROWTH CAPITAL LLC
ISGAM US LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HIGHRISE WEALTH MANAGEMENT
PORTFOLIO MEDICS, LLC

Investors

Abel Guerrero
FARES BENDECK
VICTOR JAMES FURNISS
LUIS DEMETRIO PETERS
MAIRELYS SALAZAR
DELFIN BLANCO
KEVIN D QUESADA
ASHTON D MEDINA
Vanessa Alejandra Ceravolo
SERGIO FERNANDEZ
DAN MICHAEL BONSANTI
GLENN JOSEPH HALL
RUBEN JAVIER FREZZOTTI
NATALIA LORENA PARIS
PIERRE RIEUMONT
FIORELLA INURRITEGUI
Miguel Rodriguez
DANIEL MACHADO
DAVID IRVING REIDY
Frank Robert van Lerven
RALPH EVERETTE LEMON
THOMAS DAWSON MAYS
Daniel Alejandro Del Rio
Richard Perez
Natalia Sanchez

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