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Best financial advisors in Lady Lake, FL

Registered advisers within 25 miles of Lady Lake, FL.

Offices
202
Firms
72
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,627,799 clients when Item 5C has a number
Avg / client
$4.23M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
CENTAURUS FINANCIAL, INC.
GRADIENT ADVISORS, LLC
AMERITY WEALTH MANAGEMENT, LLC
FIRST COMMAND ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC
ROYAL FUND MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
ZENITH ADVISORY GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
FX2 CAPITAL

Investors

ADRIAN SILVERIO ESPINAL
MICHAEL JAMES STELOGEANNIS
SHERRI LYNN DESJARDINS
BRIAN JOSEPH GODFREY
JEFFREY ALLEN RENAKER
Joshua Craig Fain
William John Stropp
Jarrod Council
JOHN WIRTH LAWRENCE
CRAIG RICHARD CASSIDY
RUSSELL RAIMUND WAGNER
GEORGE ANDREW WATSON
MILLARD SCOTT NORRIS
SIDNEY REESE SMITH
ALAN WAYNE OLSON
RICHARD GORDON EASTERBROOK
MICHAEL JOHN CONWAY
KELLEY COFFEY PYLES
MATTHEW THOMAS JACKSON
KEITH BRADLEY HAWK
SEAN KIMBALL CLARK
JOSEPH RAY FAULK
MARK R TRIPLETT
VICKI LYNN MONACO
LINCOLN EARL MCRAE
SCOTT EDWARD HEATHER
WILLIAM ROCCO FOLEY
Aaron Taylor Hawks
Kevin Carl Wingert
Briley Dalton Baca
PAUL MICHAEL FOKKEN
Jake Everett Stephens
NEIL ANDREW HIGGER
GREGORY WILLIAM RIECKHOFF
ROBERT JAMES NORRIS
CLAUDE THOMAS CORBETT
JOHN ROBERT LINK
KEVIN JOHN SCHNEIDER
BRYAN KEITH DALY
OWEN THOMAS EDWARDS
BRADLEY RONALD GERBERDING
DAVID A. LATCH
BRADY TYLER NELSON
Hunter Henry Von Unschuld
KIMBALL THOMAS KISTLER
DHARAM PAUL KALRA
MARK ROYAL SORENSEN
ROBIN MICHAEL SLAUGHTER
ALAN EDWARD KUZMA
JOHN LAWRENCE MILLS
NICKLOS KARL NASEMAN
SHELLI JO RICHARDSON
BARTH HOWARD FRANKENBERRY
PATRICIA ANN FREDERIKSEN
Camden Andrew Sprouse
Jamie Lamson
JOSEPH HUNTER VON UNSCHULD
PATRICIA ANNE CONRAD
ABIGAIL JEAN BLANTON
Hudson Morse Parr
MONETTE KAISER SPEARS
JEFFERY LEE BUZARD
GREGORY A. PREVATT
CHRISTOPHER ALFRED BRIDGES
MICHAEL DANIEL MONTEITH
John Daniel Glendinning
Benjamin E Ow
DENNIS M KINZER
SANDRA MARIE SULIK
MATTHEW M WOJCIK
BART ALAN PATTERSON
Jacob Carson Wells
Todd John Lietz
TODD BLANKENSHIP
KEVIN GANUS
MICHAEL HARRISON
Elizabeth Kelly Moore
JENNIFER CAROL TAYLOR
DUSTIN SHAW
KEVIN ANSCHUTZ
ZACHARIA BADAWI
BRITTANY MYERS
ERIC UHL MCSWAIN
SAMANTHA N COOK
DAVID CHRISTIAN
WILLIAM JOHN LARSEN
ANDREW GOODWIN
AMANDA CATHERINE PRESCOTT
KYLE RYAN MCLAUGHLIN
CHRISTOPHER J. RUPPEL
WILLIAM B. WORRELL
NAHSHAN ST.BERNARD
CHAD JOSEPH BUCHIGNANI
TYLER J KEEL
JONATHAN HARPER
BENJAMIN B. CREAMER
ALEXANDRA STEPHANIE ALMANZA
LOUIS Andrew SATMARIA
MICHAEL BRADLEY GILBERT
ALLISON NORCUTT
THOMAS MICHAEL FROSS
CASEY PATRICK OROURKE
RENEE AILEEN SPRINGSTEAD
Tucker Woods
ZECHARIAH AUSTIN MONTERA
PATRICK JAMES FROSS
SPENCER DAVID DIX
Darren Neil McQuary
ROBIN MORGAN
Kimberly A Westerfield
Leslie Rodriguez
James MARK Bessoni
CESAR AGUSTIN ARMAS CRESPO
Gabriel Roque
Lance Mattingly Larkin
Cameron Rutz
SCOTT MICHAEL BOTKIN
Brett Evert
Robert Brown
Chad Michael Seman
Lesli Anne Luther
FREDERIC SIYUFY
ROBERT ARTHUR LUTHER
MICHAEL E. ROSE
ANTHONY GOULD
TRAVIS BOWERSOX
PATRICK KAVANAUGH
Clay C Palmer
Matthew S Nimah
Ashton Elizabeth Thomas

Within 25 miles of Lady Lake, FL, Best Investors lists 72 registered investment advisory firms with 202 offices nearby, managing about $11.1T in combined regulatory AUM across 2,627,799 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 Lady 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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