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Best financial advisors in Lk Buena Vis, FL

Registered advisers within 25 miles of Lk Buena Vis, FL.

Offices
600
Firms
250
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,245,379 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
VERONA ADVISERS
FINANCIAL MANAGEMENT NETWORK INC
GOOD LIFE ADVISORS, LLC
BLACK RAVEN INVESTMENTS, LLC
TORI
FIFTH THIRD SECURITIES, INC.
API FINANCIAL ADVISORS, LLC
IQ PORTFOLIOS
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES

Investors

William Portage Schwemlein
JOSHUA WAYNE WYATT
Marina Z Gill
Kristi Glover
Samantha Crouse Philip
Amanda Diaram Ramtahal Mendez
ISRAEL NORIEGA
Thomas Dalton Bray
JOSE ANTONIO LOPEZ RODRIGUEZ
Wolfgang Amadis Briceno
MATTHEW SCOTT MERWIN
BRAD JOSEPH SCHNEIDER
JULIUS EDWIN LORD
MICHAEL J FERRARA
JENNIFER RITZ
CHARLES WESLEY BAIER
CHRISTOPHER DAVID MOAK
BRADLEY JONATHAN SHEAR
GENE CRAIG LEVENGOOD
MARCUS CLAUDE MOORE
JEFFERY ALLEN GRECU
LISA MARIE STROHM
EDWARD MICHAEL SEP
CELIA MAE SCOTT
KELLY ANN CONNELLY
LISA ARMSTRONG EVANS
JULIE MARIE KEMP
JONATHAN ANDREW HOFFMAN
KENNETH RAY CALCUTT
Nicholas Curinga
FRED STRAWBRIDGE CLAGHORN
KAREN ELICIA SPENCE
THOMAS J LEVY
JOSHUA ADAM STRANGE
JEREMIAH DUSTIN LOCASCIO
Benjamin VanTroost
MAXWELL DEMERITTE
BRENAN ROBERT VOLPE
DANIEL RYAN THORNTON
Hunter Rice
Jeffrey Carson Matthews
Alison Elizabeth Howells
Nathan Douglas Wagner
Lauren Ashley Giron
Timothy Denner
Bennett Wallace Miller
Robert Michael Penrose
LOUIS ANTHONY FALVO
BRIAN GRAYSON CROOK
MICHELE ELIZABETH DURA
Christopher Douglas Begbie
SEAN PATRICK MEST
Pierce A Giancaterino
Zachary Wayne Inklebarger
CHARLES ROBERT ELHOFF
FRED MAXWELL QUATTLEBAUM
HOWARD LEE SHEAR
Erik Kenneth Steudle
KYLE DONALD HARPER
Ashlee L Jones
KAMISHA AILEEN RAMIREZ MCKNIGHT
RYAN NICHOLS TEMPLETON
CHRISTOPHER N NEEDS
JEFFERY BRIAN HARPER
James Stroman Hall
CLAUDIA NEGRINI SALLES
THARCISIO ARAUJO DIAS DE SOUZA SANTOS
CONOR FRANCIS DELANEY
DAVID RICARDO RODRIGUEZ LOZADA
DANIELLE GUZMAN
JANICE ADELAIDE RATHMAN
JAMES JOSEPH CAUFIELD
CESAR RAFAEL OTERO
ANDRES ORTIZ
DAVID RICHARD WIERCINSKI
CAROL ANNE CULLEN
RANDALL A HOLMQUIST
Svetlana Light
ALEXANDER CADAVID HERNANDEZ

Within 25 miles of Lk Buena Vis, FL, Best Investors lists 250 registered investment advisory firms with 600 offices nearby, managing about $14.5T in combined regulatory AUM across 3,245,379 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 Lk Buena Vis

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM