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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
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
HIGHTOWER ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KOVACK ADVISORS, INC.

Investors

OSCAR TAPIA
JASON JAMES NARDELLA
Adam Cummings
DOUGLAS ALLEN JOSLIN
SHARRY HAWKINS
JONATAN DIAZ
Kristin Cardona
Nicholas Matthew Nemec
Glen Mark Payne
James D Mashburn
Mark Ian Uebelacker
JAMES MICHAEL LEVELL
ADRIENNE MOORE
Flor Estela Matteen
DEBRA ANN COOPER
James Lawrence Nicholson
MICHAEL WILLIAM LANDSBERG
Edward McKinney
Todd Priest
Ryan M. Reynolds
JOHN CARLOS COUTO
PABLO ESTEBAN ROCA
RYAN CHRISTOPHE RUPERT
ERIC CHARLES LOCHE
Kerri Lyn Duffey
SHANNA L MATE
FRANCIS SPYROS LEONTITSIS
Jamison Dale Edlin
JABIN WADE NILES
Jason Lee Cabral
Kristie Elizabeth Robert Marshall
Linda L Coules
Osmany Rojas
Gabriel Iglesias
SOMMER TENELLE O'NEIL

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