Best Investors Account Sign in

Best financial advisors in Lake Buena Vista, FL

Registered advisers within 25 miles of Lake Buena Vista, FL.

Offices
601
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

VALMARK ADVISERS, INC.
MML INVESTORS SERVICES, LLC
HIGHTOWER ADVISORS, LLC
TD PRIVATE CLIENT WEALTH LLC
RAYMOND JAMES & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ERNST & YOUNG INVESTMENT ADVISERS LLP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT FINANCIAL GROUP, LLC
VESTWYZE, LLC
BLUESKYE INVESTMENT ADVISERS, LLC
MWA FINANCIAL SERVICES INC.
TRUIST ADVISORY SERVICES, INC.
PROMETHEUS CAPITAL MANAGEMENT LLC
MCINERNEY INVESTMENT ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.

Investors

Christine Graves Scott
Gabriel Garrick Proulx Wein
ENRICO PHILLIP ZOLLO
KYLE SCOTT BRENNAN
SAILESH HIRALAL SHAH
PAUL FRANCIS IANDOLI
RONALD JOSEPH GRUNINGER
MATTHEW JASON DOUCE
BRIAN RICHARD LUBEL
KEITH ERIK HESLIN
Christopher Cerniglia
Michael Howard Davis
REGINALD JOHNSON
RAYMOND MARTENS
MARILYN VAZQUEZ
THERESA NEITZEL BENSON
ROBIN PERKINS
Linda Palonen
Nhan Thanh Tran
Ernest Phillips
HEATHER LYN THIES
VICTOR ROGER RIOS
BLAISE GEORGE BENOIST
STALIN D JAQUEZ
JOHNNIE WILLIE HALL
KIMBERLY ELAINE SAUNDERS
SCOTT ARTHUR KEMPS
TODD ARNOLD HAVEMEISTER
DAKOTA A LAWRENCE
Brian Paul Agnew
David Gonzalez
NEVILLE ERIC MELVIN
DENNIS SHANE TRIPP
JOHN JOSEPH MCINERNEY
Justin Craig King
Brayden Vawter
Patricia Mostafa
RUSSELL BRADLEY WILSON
MARK STANLEY HOPLER
CHRISTOPHER JEROME HOSKO
Matthew Carlisle Phelps
Olivia Rachael Peretti
STEVEN RALPH MERENDA
BRIDGETTE SILVERMAN
Caleb Martin Sibley
Joshua R Russell
Christopher Michael DiNatale
Timothy John Bol
Joseph Jamoom

Within 25 miles of Lake Buena Vista, FL, Best Investors lists 250 registered investment advisory firms with 601 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 Lake Buena Vista

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