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Best financial advisors in Lake Alfred, FL

Registered advisers within 25 miles of Lake Alfred, FL.

Offices
147
Firms
56
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,567,893 clients when Item 5C has a number
Avg / client
$4.01M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMPBELL & ASSOCIATES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITY WEALTH MANAGEMENT, LLC
MORGAN STANLEY
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
WELLS GLOBAL INVESTMENT ADVISERS LLC
WELLS INVESTMENTS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TUCKER ASSET MANAGEMENT LLC

Investors

Joshua Chase
John Eric Bockover
ROBERT T CAMPBELL
Heidy Pagan
Arnold Thompson
STEVEN MICHAEL TINER
KAREN TERRY TINER
John Steven Murphy
Lance Michael Pearce
BRIAN STANLEY PEARCE
JOSHUA WALTER LEWIS
APRIL L WHEELER
ASHLEY A PROCTOR
Clayton William McKown
JOHN WALTER SCHECK
ANDREW CHRISTOPHER STROUD
BRADLEY THOMAS DANTZLER
KELLY KITCHENS CASTLE
JOSEPH WILLIAM KOLAD
LESLEY NICOLE RATHBUN
Douglas Morgan Rathbun
George CONLEY THORNHILL
JOHN ELLIS STRAUGHN
JOHN ELLIS STRAUGHN
WILLIAM ALAN TATRO
JAMES PATRICK WELLS
PATRICIA GADECKI WELLS
Lillian R Danis Soto
James Louis Faubert
Matthew J Faubert
Melissa Lochrane Kincaid
Nery A Saucedo Gonzalez
Axel Calderon Garza
THOMAS ROE OLDT
BRIAN GLENN HEMP
MICHAEL LEE TANNER
Brett M Geric
Nicholas Scott Geric
SCOTT ASHLEY GERIC
JEFFREY PHILLIP SIMPSON
EDGAR ALLEN THOMAS

Within 25 miles of Lake Alfred, FL, Best Investors lists 56 registered investment advisory firms with 147 offices nearby, managing about $10.3T in combined regulatory AUM across 2,567,893 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 Lake Alfred

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