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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

OMNIA FAMILY WEALTH, LLC
TRUIST ADVISORY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
OMAHA BEACH CAPITAL, LLC
SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
INDEPENDENT FINANCIAL PARTNERS
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
KANEN WEALTH MANAGEMENT LLC
AVALON
NEW EDGE WEALTH
BRYN MAWR TRUST ADVISORS, LLC
CONCURRENT INVESTMENT ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS
BISON WEALTH, LLC
CERITY PARTNERS LLC

Investors

Alon Ozer
Lawrence Andrew Muscant
MICHAEL SCOTT WAGNER
IVAN ORLANDO HERNANDEZ
STEVEN ALAN WAGNER
ELYSSA MIRIAM GELSINO
ALVARO VILLACRES
THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO
JESSE M MILES
ERNEST VELEZ
MARK ERIC ZUCKERMAN
JAMES PATRICK BRADLEY
ANTHONY TRIGONA
Randall J Hooper
ELENI MARIE SKIBA
CHRISTOPHER VALENTINE GUARINO
MARC ANTHONY INFANTE
LAWRENCE MICHAEL MARGOLIN
DAVID ADAM HERSH
PETER MICHAEL HEIDT
RANY ZVI JANOVER
Laura M Rosenzweig
ANDREW M WATKINS
DAVID SCOTT GORDON
ADAM MITCHELL KLEIN
NORMAN R MEJIA
ROBERT PAIGE NEUMAN
HECTOR GARCIA AGUILAR
MICHAEL JEFFREY KORSTEN
JOHN JAMES PESCATORE
MICHAEL HAL ROBBINS
JAMES A MUCCIACCIO
DREW PETER GRANAURO
JEFFREY SHOVER
SAMUEL PETER BARTOLETTA
MITCHELL TODD EDENBAUM
GEORGE MICHAEL SADOWSKI
JASON ANDREW AJMO
ROSS MICHAEL WEINER
JARED ELI STRASSER
LOGAN W SHALMI
ANDREW MICHAEL LERNER
LILI PAPP
JAMIE RAE RUBENSTEIN
NORMAN ARNOLD ROBBINS
MARC FREDERICK STRASSER
STEVEN LEVIN
RICHARD SCOTT WEINER
CHARLES MARC SHALMI
STEPHEN ALAN JAFFE
LEE MICHAEL TURMAIL
EREZ LIBSCHTEIN
DAVID XAVIER HOWELL
Dominick Delvalle
MEGAN ELIZABETH KOWALSKI
MAZIAR MONSHI
EVAN SCOTT COHEN
KENNETH JOHN SAUNDERS
DAVID LAWRENCE KANEN
KELLY ANN BOYLE
FRANCINE KAY RUBINSTEIN
FRANCISCO JAVIER TORRES
Cale Justin Wayt
ADAM N BOYAR
Maria Natalia Maloney
DIANE MCCLUNG
SCOTT ROSS GRAVER
KIRSTEN ANNE TUZZO
BLAINE MICHAEL MINTON
JACQUELINE REEVES
TATIANA STRATIGAKI
Tiahna Lilavois
CRAIG MICHAEL JAFFE
KILEY A JOHANSEN
BECKY LIGHTMAN
Anthony Rosetti
LAUREN G GOODING
MICHAEL ALAN JEANS

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