Best Investors Account Sign in

Best financial advisors in Lake Helen, FL

Registered advisers within 25 miles of Lake Helen, FL.

Offices
303
Firms
114
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,715,785 clients when Item 5C has a number
Avg / client
$3.90M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
HANSON FINANCIAL GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
EAGLE STRATEGIES LLC
ROBERTSON ADVISORY, INC.
LPL FINANCIAL LLC
LEFILS WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Jeffery Lynn Ritchey
Devon Joseph Bennion
Evin Lynch
CREIG DESMOND JARDINE
Ian Markowitz
Khalid Boyd
SHARON KAY COMBS
LOUIS THOMAS ROBERTSON
Donna Jean Boyd Flood
Bernard Joseph LeFils
DAVID J LLEWELLYN
MARY KATHLEEN BROWN-THIBODEAU
LORI ANN ENDICOTT
ROY VICTOR POTTS
MATHEW AARON JEMISON
SIDNEY HOWARD TAYLOR
JEFFREY Mark SOCHAR
KRISTY LEE SAUNDERS
Mia N Young
James Richard Huster
DAVID MICHAEL WELSH
TIMOTHY PEDER HAUGAARD
Amanda Wyant Agnew
Sherry Ann Madl
Sean Michael Tamm
Kaylie Manecke
LISA M OGRAM
Neetu Behl
DONNA GEIST HIGBEE
Eric Carl Chvisuk
JOHN MICHAEL ETHRIDGE

Within 25 miles of Lake Helen, FL, Best Investors lists 114 registered investment advisory firms with 303 offices nearby, managing about $10.6T in combined regulatory AUM across 2,715,785 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 Helen

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM