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Best financial advisors in Lake Wales, FL

Registered advisers within 25 miles of Lake Wales, FL.

Offices
118
Firms
52
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,413,808 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
IPLAN
INGRAM ADVISORY SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS
KESTRA ADVISORY SERVICES, LLC
KOVACK ADVISORS, INC.
CAMPBELL & ASSOCIATES
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Bridget R Ceader
Christopher Casey Floyd
John C Miller
Michele Elaine Ouellette
REBECCA WINTERS BUSKIRK
RYAN THOMAS BUSKIRK
JEFFREY SCOTT THOMPSON
BRIAN PATRICK KELLY
Krystal M Massey
Vanessa Anne Colburn
WILLIAM BRUCE FLOYD
TIMOTEJ CZERNEK
BRIAN PAUL SETTLE
Robert Peter Geraghty
DAN WRIGHT MANN
BRYAN CHRISTOPHER BEAMER
MICHAEL GLENN SEYMOUR
DONNA MARIA SEYMOUR
Jessica Cruz Phung
JONATHAN DUANE HUNT
ANTHONY PAUL LOCASCIO
BONNIE BALDAUF PARKER
STEVEN RANDAL WRIGHT
Steven Randal Wright
Joshua Jacob Jordan
LORIN DAVID BICE
ERIC GREENHOW
KYLE JOSEPH COBIA
Calin Hugh Gribbin
Nathan Boston
David Collier Butz
KAREN PREMUTO
Rose Joan Pagan
BRIAN GLENN HEMP
MICHAEL LEE TANNER
Brett M Geric
Nicholas Scott Geric
SCOTT ASHLEY GERIC
JEFFREY PHILLIP SIMPSON

Within 25 miles of Lake Wales, FL, Best Investors lists 52 registered investment advisory firms with 118 offices nearby, managing about $11.6T in combined regulatory AUM across 2,413,808 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 Wales

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM