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Best financial advisors in Lazy Lake, FL

Registered advisers within 25 miles of Lazy Lake, FL.

Offices
1,160
Firms
519
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,399 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

ALLIED CAPITAL GROUP, LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FUSCO FINANCIAL SERVICES INC
SNOWDEN CAPITAL ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
AMERICAN FINANCIAL & TAX STRATEGIES, INC.
J.P. MORGAN SECURITIES LLC
THE INSTITUTE OF FINANCIAL WELLNESS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BRIDGES CAPITAL LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

JONATHAN ARNOLD LAKSO
ERIC TODD WEINSIER
JOSEP Antonio SAGARRA
Steven John Barker
JOHANNA M. LOBDELL
KENNETH MICHAEL FUSCO
MICHAEL PATRICK MAHONEY
Amiben Patel
Thomas Richard Sawyer
JASON PALMADESSO
Christopher Brent Malkin
Amber Ann Chase
EVELYN PEREZ
CLIFFORD BLAIR BENJAMIN
ROBERT JAMES BRAGLIA
James A Senior
MATTHEW SCHLIEN
Tonya K. Henry
ZAIN MIR
BARBRA ROBIN SHAFFER
RAYMOND THOMAS BRIDGES
KIYOKO JOHNSON
ELLIOT WEISSMARK

Within 25 miles of Lazy Lake, FL, Best Investors lists 519 registered investment advisory firms with 1,160 offices nearby, managing about $17.3T in combined regulatory AUM across 3,150,399 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 Lazy Lake

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