Best Investors Account Sign in

Best financial advisors in LAND O'LAKES, FL

Registered advisers within 25 miles of LAND O'LAKES, FL.

Offices
9
Firms
8
Combined AUM
$1.89T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,193,108 clients when Item 5C has a number
Avg / client
$1.59M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
IHT WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
NEUBERGER BERMAN BD LLC
PRINCIPAL ADVISED SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THE GROVE, REALTY AND SERVICES, CORP
WELLS FARGO CLEARING SERVICES, LLC

Investors

George Bela Holecsko
MICHAEL CHARLES MCCORD
JESSICA LYNN DUNNING
TIMOTHY CASIMER CRANE
Ana Maria Brinkley
KELLY TERESA BOWE
BRANDEN SCOTT SEARS
Laura Warneke
Carlos Alfonso Cano Fontecha
Ivette Ramirez
BRIAN STEINBACH
Michael Yacavone
ZACHARY S HENDERSON
STACY LYNN ALFONSO
VINCENT JAMES GRAZIANO
JEREMY CLAY HENDERSON
STIRLING HEATH
JERRY DALE BREWSTER
RANDY JACOB SNYDER
ERIC DESMOND HOLDER
DANIEL BYRNES
DAVID MICHAEL AMBROSIO

Within 25 miles of LAND O'LAKES, FL, Best Investors lists 8 registered investment advisory firms with 9 offices nearby, managing about $1.89T in combined regulatory AUM across 1,193,108 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 LAND O'LAKES

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 IHT WEALTH MANAGEMENT LLC 326 clients · 158 advisers $9.80B AUM 5 PRINCIPAL ADVISED SERVICES 16,537 clients · 260 advisers $1.42B AUM