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Best financial advisors in Lake Como, FL

Registered advisers within 25 miles of Lake Como, FL.

Offices
36
Firms
19
Combined AUM
$6.27T
Firm-wide filings, not assets booked only here
Clients
903K
902,748 clients when Item 5C has a number
Avg / client
$6.95M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
LPL FINANCIAL LLC
JOHNSON WEALTH MANAGEMENT, LLC
CENTAURUS FINANCIAL, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JOHN ARTHUR GINN
JAMES PHILIP NESHEWAT
JON ARON LIVINGSTON
GABRIEL OLEKSY
SUSAN GAIL HELWIG
Natasha Harper
Edith Lee Aldrich
Ryan K Adams
Luke W Mutchie
JOHN TRENT HIGGINBOTHAM
NICHOLAS SEAN GREER
John J Skripko
ROBERT RUSSELL WALLS
ORLANDO NILES JOHNSON
BRETT F EWING
Ryan Larmann
Steven Michael Vasseur
THOMAS J MULLER
KEN JOSEPH MAZZIE
TRACEY MIX
Delroy Pearson
Michael A Lapshin

Within 25 miles of Lake Como, FL, Best Investors lists 19 registered investment advisory firms with 36 offices nearby, managing about $6.27T in combined regulatory AUM across 902,748 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 Como

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM