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Best financial advisors in Lake Panasoffkee, FL

Registered advisers within 25 miles of Lake Panasoffkee, FL.

Offices
200
Firms
71
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.62M
2,615,849 clients when Item 5C has a number
Avg / client
$4.25M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE CAPITAL MANAGEMENT LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
MODERA WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.
ALPHASTAR CAPITAL MANAGEMENT
PARADY WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.

Investors

NATHAN LESLIE THOMAS
Ryan Jenkins
Timothy Mack DeBruyn
Scott Lynwood Lee
Brian Blake Fitzpatrick
KIRBY SPENCER MCDONALD
JARED KENNETH KIRBY
LISA C ESTEVES-DIXON
JASON EARL WOODALL
ROBERT SPENCER HOCKETT
NEIL VON MAHONEY
JOHN JOSEPH CEPARANO
GREGORY PAUL WHEELER
Alexander Lewis Bedford
MATTHEW L DAVIS
ANDREW CHRISTOPHER PATRICK
LISA LORRAINE SPURLOCK
Joshua J Gussler
Daniel Norman Dowd
Brittany Kendziora
Marc Christopher Stalvey
Sheryl Ann Strickland
KELLY ELAINE BURKHEAD
JARED RALPH VOCK
KATHLEEN ANNE LASETER
Matthew William Smith
Daniel Evan Whitley
MICHAEL REED STEPHENS
JUANITA REYNOLDS STEPHENS
RONALD KEHLER CARUSO
ALEXANDER TURNER THOMAS IV
THOMAS MARTIN ROMANAC
DALE LAWRENCE CEBERT
PATRICK DEAN LAMPE
SHAWN LAMBERT

Within 25 miles of Lake Panasoffkee, FL, Best Investors lists 71 registered investment advisory firms with 200 offices nearby, managing about $11.1T in combined regulatory AUM across 2,615,849 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 Panasoffkee

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