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Best financial advisors in Lake Suzy, FL

Registered advisers within 25 miles of Lake Suzy, FL.

Offices
61
Firms
33
Combined AUM
$8.99T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,386,536 clients when Item 5C has a number
Avg / client
$6.48M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
INTEGRITY ALLIANCE, LLC.
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
SCP MANAGERS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EVOLUTION WEALTH MANAGEMENT INC.
MWA FINANCIAL SERVICES INC.
FLAHARTY ASSET MANAGEMENT, LLC

Investors

JOHN MICHAEL REYNOLDS
ANDREW THOMAS AMES
MICHAEL DAVID PRESLEY
EUGENE PERRY HEITMAN
Joseph John Tackaberry
Vanya Popadiyna
DANIEL ROBERT LODES
Brandon E Boone
John Kirkwood
Daniel Marcel Dalke-Dupey
EDWARD MICHAEL DANCEK
Drew Campbell
Morgen Hall Rivers
MELISSA RENEE CUNNINGHAM
BRIAN PLACKE
James Oliver Sproul
ROBERT MARINO PORTO
THOMAS ANDERSEN
CHRISTOPHER JEFFREY SCHULTZ
STAFFORD ANDRE LAWRENCE
MATHEW CHRISTOPHER LEPAK
SAMUEL AVERT KIBURZ
JOHN COLMORE BEANE
MARSHALL RAY ROBINSON
KRISTEN HELEN ROBINSON
CHARLES JOSEPH CASH

Within 25 miles of Lake Suzy, FL, Best Investors lists 33 registered investment advisory firms with 61 offices nearby, managing about $8.99T in combined regulatory AUM across 1,386,536 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 Suzy

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