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Best financial advisors in Cypress Gardens, FL

Registered advisers within 25 miles of Cypress Gardens, FL.

Offices
127
Firms
54
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.40M
2,396,245 clients when Item 5C has a number
Avg / client
$4.28M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
IPLAN
INGRAM ADVISORY SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL PARTNERS
KESTRA ADVISORY SERVICES, LLC
KOVACK ADVISORS, INC.
LPL FINANCIAL LLC
CAMPBELL & ASSOCIATES
THRIVENT INVESTMENT MANAGEMENT INC.
UBS FINANCIAL SERVICES INC.
TUCKER ASSET MANAGEMENT LLC
AVENTAIL WEALTH MANAGEMENT, LLC

Investors

DAN WRIGHT MANN
Robert Peter Geraghty
BRYAN CHRISTOPHER BEAMER
MICHAEL GLENN SEYMOUR
DONNA MARIA SEYMOUR
Jessica Cruz Phung
BRIAN PAUL SETTLE
TIMOTEJ CZERNEK
JONATHAN DUANE HUNT
ANTHONY PAUL LOCASCIO
BONNIE BALDAUF PARKER
STEVEN RANDAL WRIGHT
Steven Randal Wright
Joshua Jacob Jordan
LORIN DAVID BICE
ERIC GREENHOW
KYLE JOSEPH COBIA
Calin Hugh Gribbin
Nathan Boston
David Collier Butz
KAREN PREMUTO
Rose Joan Pagan
BRIAN GLENN HEMP
MICHAEL LEE TANNER
Brett M Geric
Nicholas Scott Geric
SCOTT ASHLEY GERIC
JEFFREY PHILLIP SIMPSON
RACHEL PINNER LOBDELL
AMY B. GARBRECHT
DEBORAH MILLER SWENSON
Jack Heiss
ERIC EMBREY JOHNSON
MARK D WILLIAMS
GIOVANNA NEGLIA TESTONI
EDGAR ALLEN THOMAS
Brian Curtis Ulch
LINDA LOVERN FAIRCHILD
Adam Ryan Mayfield
Amanda Marie Salcido-Newby
Matthew S Simpson

Within 25 miles of Cypress Gardens, FL, Best Investors lists 54 registered investment advisory firms with 127 offices nearby, managing about $10.3T in combined regulatory AUM across 2,396,245 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 Cypress Gardens

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM