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Best financial advisors in Lake Worth, FL

Registered advisers within 25 miles of Lake Worth, FL.

Offices
1,001
Firms
485
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,263,251 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

DELGATTO CAPITAL GROUP LLC
GLOBAL TRUST WEALTH MANAGEMENT LLC
SERENGETI ASSET MANAGEMENT LP
GORDON ASSET MANAGEMENT LLC
KRUSEN CAPITAL MANAGEMENT, LLC
TLG CAPITAL MANAGEMENT, LLC
LANDMARK INVESTMENT PARTNERS, L.P.
LIGHTVIEW CAPITAL, LLC
INTEGRATED RETIREMENT ADVISORS, LLC
RIVERSIDE WEALTH MANAGEMENT, INC.
WEST PINE 43 LLC
SIMPLICITY WEALTH
SCS CAPITAL MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
WOODSTOCK WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
HARVEY CAPITAL MANAGEMENT INC
AGNELLO FINANCIAL GROUP, INC.
CARL DOMINO INC.
DUDLEY & SHANLEY, INC.

Investors

EDWARD THOMAS HOLT
Shawn Michael Teufel
RYAN MICHAEL SHORE
DAVID L. GORDON
ARTHUR S. GORDON
Bradley Jerome Hurston
CHARLES BEAUBIEN KRUSEN
KARLA ROSSETTI PIPPINS
Tucker R Smith
KEVIN PELLEGRINI
SHUBERT CINEUS
ANDREW EDWARD JANFAZA
JAMES KENNETH FERRY
Lucas Paez
WILLIAM BRUCKNER
MAXIMILIAN REINHART WESTERMAN
ROBERT DALE HARVEY
SOPHIA HARVEY BURNICHON
ALEXANDER TRINDADE HARVEY
MICHAEL HENRY AGNELLO
DEAN GREGORY RINGDAHL
Mason Domino
CARL JOSEPH DOMINO
FRANK EMMETT SHANLEY

Within 25 miles of Lake Worth, FL, Best Investors lists 485 registered investment advisory firms with 1,001 offices nearby, managing about $19.5T in combined regulatory AUM across 3,263,251 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

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM