Best Investors Account Sign in

Best financial advisors in Lakeland, FL

Registered advisers within 25 miles of Lakeland, FL.

Offices
192
Firms
71
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,486,862 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

AGAMERICA LENDING LLC
EDWARD JONES
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS GLOBAL INVESTMENT ADVISERS LLC
WELLS INVESTMENTS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
AVENTAIL WEALTH MANAGEMENT, LLC
AMERITY WEALTH MANAGEMENT, LLC

Investors

John Eric Bockover
Joshua Chase
Lydia Arlyne Boyd
Rachel Lee Machin
Matthew Ebelio Lausell
Josh Beardsley
Christopher G Mincey
Arnold Thompson
Shane K Nelson
Ryan Charles Conley
Grayson H O'Cain
SANDRA MICHELL GITHENS
JAMES PATRICK WELLS
PATRICIA GADECKI WELLS
Nery A Saucedo Gonzalez
Axel Calderon Garza
ANDREW CHRISTOPHER STROUD
BRADLEY THOMAS DANTZLER
KELLY KITCHENS CASTLE
JOSEPH WILLIAM KOLAD
LESLEY NICOLE RATHBUN
Douglas Morgan Rathbun
George CONLEY THORNHILL
Brian Curtis Ulch
Lillian R Danis Soto
James Louis Faubert
Matthew J Faubert
Melissa Lochrane Kincaid
Lance Michael Pearce
BRIAN STANLEY PEARCE
THOMAS ROE OLDT

Within 25 miles of Lakeland, FL, Best Investors lists 71 registered investment advisory firms with 192 offices nearby, managing about $12.0T in combined regulatory AUM across 2,486,862 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 Lakeland

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