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Best financial advisors in Lehigh Acres, FL

Registered advisers within 25 miles of Lehigh Acres, FL.

Offices
259
Firms
110
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,731,003 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
Q3 ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CAPTRUST
FACET
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
EQUITABLE ADVISORS, LLC
MWA FINANCIAL SERVICES INC.
SILVERLEAF VENTURE PARTNERS, LLC
SVP3 GP, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

LAURA LADD BRAUCH
Stephen Loyola Thomas
Cheryl Andrine Sylvester-James
RYAN C BOYLE
AMANDA M SOLOWAY
CAMILO JOEL WONG
LARRY RYAN THOMAS
Timothy Tom Aumann
RICHARD LAWRENCE ELLIOTT
DAVID PAUL PACIOREK
CHAD NICKOLAS LOSON
SHELBY H PELTIER
Michele Lynne Losapio
JONATHAN GEORGE BREIT
ANDREW DAVID LAFORCE
LUKE FRANCIS BRIGNOLA
Lucas Sopchak
AUSTIN BUDNACK
PERRY FRANK CURASCO
SHENANDOAH MILLION
COLIN GUIMIN FENG
ROBERT PAUL KRUPP
THOMAS DANIEL POUND
Jonathon Joseph Skalmusky
Travis Clayton Ritter
JAMES F REDDINGTON
Hannah Marie Andersch
Isaac Aguirre
Nicholas Suarez
Diego Rodriguez
Joseph Richard Timm
JARRETT DOSS GLOSSON
CRAIG STOKER WHITE

Within 25 miles of Lehigh Acres, FL, Best Investors lists 110 registered investment advisory firms with 259 offices nearby, managing about $14.7T in combined regulatory AUM across 2,731,003 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 Lehigh Acres

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