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Best financial advisors in Laud Lakes, FL

Registered advisers within 25 miles of Laud Lakes, FL.

Offices
1,124
Firms
476
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,458 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
UNITED CAPITAL FINANCIAL ADVISORS
NEWEDGE ADVISORS
ELEVATED CAPITAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TEMPLETON INVESTMENT COUNSEL, LLC
BRICKSTONE ADVISORS
AVANCE PRIVATE WEALTH LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
LINCOLN INVESTMENT
INFINITUM ASSET MANAGEMENT, LLC

Investors

PATRICK THOMAS BULGER
GREGORY ALTON ABELL
NICHOLAS DOMINICK MACRI
MICHAEL EDWARD MADER
KONRAD BROWN
LUKE MELMS
Judah Joel Sworney
Elena Valeryevna Samofalova
KENYA DERODERICK MCCARTY
THOMAS ROBERT KOSKY
HARRIS LEONARD KERKER
JASON PALMADESSO
Christopher Brent Malkin
LEE BLAKE ROGGENBURG
MICHAEL STEWART
MATTHEW GRAEME WALDMAN
SCOTT WALDMAN
KAYLA LIPINSKI
Alexander Leo Paul Bailey
ADAM ANTHONY VEGA
Mary Ferreira
Ezra S. Ladenheim
EVAN MCGRATH
WESLEY FLEURINORD
LISA MARIE PAOLI
RALPH CHRISTOPHER TUMOLO

Within 25 miles of Laud Lakes, FL, Best Investors lists 476 registered investment advisory firms with 1,124 offices nearby, managing about $17.2T in combined regulatory AUM across 3,150,458 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 Laud Lakes

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 CAPTRUST 963 advisers $1.24T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM