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Best financial advisors in Lake Mary, FL

Registered advisers within 25 miles of Lake Mary, FL.

Offices
760
Firms
299
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,767 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
ALTITUDE CAPITAL MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
THE STRATEGIC FINANCIAL ALLIANCE, INC.
EAGLE STRATEGIES LLC
ROBO ADVISOR, INC.
BLUESTAR WEALTH MANAGEMENT
FAMILYWEALTH
FAMILYWEALTH ASSET MANAGEMENT
HAYSLEY FINANCIAL SERVICES, INC.
SIGMA INVESTMENT COUNSELORS
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PARK AVENUE SECURITIES LLC
JACKSON WEALTH MANAGEMENT, LLC
COLLABORATIVE WEALTH

Investors

Robert Martin Taylor
Seth J Jones
Curt M Busby
Douglas Mitchell
Mark Frederick Collier
HONG DAI
LANZHEN ZHUANG
Duane A Holt
LEMAR WILLIAMS
RICHARD WILLIAM GAILEY
ALEXA SIDER PAO
JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS
GEOFFREY DEAN VOORHEES
LU YU
WILBERT ERNEST OAKLEY
CHRISTOPHER BRIAN HAYSLEY
MARISA ANNE BRADBURY
RANDOLPH MILES PETERS
BRENT HARRISON SHEPPARD
WAYNE MARK BARTOLACCI
JAYAR DEAN WILLIAMS
Hieu Phi Nguyen
MICHAEL LOUIS NAGY
ANDREW HUNT JOHANN
ELIZABETH ANDREA ALLEN
Maxwell Mrakuzic
DOUGLAS JOHN JOBMAN
GEORGE EDWARD THIERGARTNER
SEAN C PARKES
Matthew Louis Keister
MYLES D THURSTON
LAWRENCE M RUTLEDGE
Natalie Kristen Samuels
MICHAEL PAUL MCGAHAN
GEORGE PAUL JACKSON
Ashley Henderson
Yulia Dance
MATTHEW PAUL JACKSON
Aleksei Kitaigorod
Caroline Rose Johnson
Benjamin Graham Sullivan
Douglas Hendricks Jones
SANDRA ANN STICKNEY
CHAD RICHMOND JUSTICE
BRENTON THAI
SHAWN Matthew SMITH
Jaren Nicole Holmes

Within 25 miles of Lake Mary, FL, Best Investors lists 299 registered investment advisory firms with 760 offices nearby, managing about $16.5T in combined regulatory AUM across 3,289,767 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 Mary

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM