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Best financial advisors in Kingsley Lake, FL

Registered advisers within 25 miles of Kingsley Lake, FL.

Offices
38
Firms
25
Combined AUM
$8.93T
Firm-wide filings, not assets booked only here
Clients
1.95M
1,950,076 clients when Item 5C has a number
Avg / client
$4.58M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
MML INVESTORS SERVICES, LLC
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STRATEGIC ADVISERS LLC
KOVACK ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
PROSPERITY CAPITAL ADVISORS

Investors

Courtnie Ann Douglas
MATTHEW GUY DYAL
CHRISTOPHER R MALPHURS
Noah P Janda
RICHARD SCOTT MORRIS
DEANNA IRENE EDWARDS
DAVID LESLIE EDWARDS
Mychelle Angstadt
KIRK CHRISTOPHER KINSMAN
JOSHUA JAMES FISCHER
GUILLERMO EDUARDO DIAZ
JAMES DAVID DIVIRGILIO
LISA ANN CHACON
TYLER DAVID CHACON
MICHELLE MARIE RAFFERTY
CASON ANDREW SMITH
Kristin Gumbel Gibson
ANN BRADLEY GRACY
PORFIRIO EDUARDO PEREZ
THOMAS R TURK
JENNIFER CAROL TAYLOR
MICHAEL HARRISON
MICHAEL CLAUDE MARSHALL
JOHN T. CARPENTER
MICHAEL DAVID GRACY
Corbin William Emerson
ZARKO IVANOV
ANTHONY THOMAS SWIDERSKI
KEITH U HERITAGE
John Douglas Jones

Within 25 miles of Kingsley Lake, FL, Best Investors lists 25 registered investment advisory firms with 38 offices nearby, managing about $8.93T in combined regulatory AUM across 1,950,076 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 Kingsley Lake

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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