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Best financial advisors in LAKE WORTH BEACH, FL

Registered advisers within 25 miles of LAKE WORTH BEACH, FL.

Offices
4
Firms
4
Combined AUM
$1.01T
Firm-wide filings, not assets booked only here
Clients
210K
209,624 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

AARON BRASK CAPITAL
ELEMENTUM CAPITAL
EMPOWER ADVISORY GROUP, LLC
LPL FINANCIAL LLC

Investors

Austin James Gardner
DAVID AARON BRASK
JAMES MICHAEL ULSETH
Jordon Ryan Lokatys
JOHN GEORGE CHANDA

Within 25 miles of LAKE WORTH BEACH, FL, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $1.01T in combined regulatory AUM across 209,624 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 WORTH BEACH

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 3 AARON BRASK CAPITAL 2 advisers $77.4M AUM