Best Investors Account Sign in

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

EAGLE STRATEGIES LLC
OPPENHEIMER & CO. INC.
THE ART AND SCIENCE OF SUCCESSFUL PLANNING
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
HILLTOP WEALTH & TAX SOLUTIONS

Investors

ROBERT ANDREW MORO
RUSSELL OGAN
EDGAR THOMAS ATNIP
RAYMOND LEWIS DINKEL
JASON LEE CHABEK
GUSTAVE JOHN KRAFVE
ERIC ROBERT GAUSTER
MICHAEL FRANCIS OSHAUGHNESSEY
GARY FRANKLIN HARRINGTON
ANGELINA MARIE ANDERSON
GAVIN RYELAND MCDAVITT
DAVID HOWARD JARRELL
TYLER GENE HARRELSON
LAWRENCE GILBERT UNION
ANGELA D. HOUCHIN
MARK MEDINA
PATRICIA KAY ELWOOD
THOMAS Edward PELUSE
Colette Cox
HITESH GHANGUS
Susana Guerra Mandes
BENJAMIN B LANE
JESSICA L LUCHAN
SETH M ARNDT
ROSS B FELDMAN
ELIOT D SOKALSKY
WILLIAM GERARD FRANZ
BRIAN S SIMON
MICHAEL G KOCHIS
RICHARD A POPE
JERRY ANDREW HEMMER
ADAM P REDENSHEK
STACEY Lynn SCHALL
SHANE JORDAN STELMA
SCOTT ANTHONY ZEDEKER
JAMES MICHAEL CARTER
MICHAEL W TISCH
STEVEN P PHILLIPS
BART C SINGLETON
BRAWLEY ADAMS
ADAM JOSEPH ZIMMERMAN
GLEN M VAN DERZEE
WILLIAM JEFFREY JEFFREY TRAUM
JOHN J NASTASI
SAMUEL WILSON GRIGGS
JAMES RAY SANDS
MARK JAMES FONTANA
MARK J CANGIANO
Lisa Mason
Els Bunkens
HAIM HEN SANDER
KARA M THORN
STEPHEN MAYNARD MARTIN
STACY FERGUSON BROWN
DUANE CHRISTOPHER CHANEY
FRED SIMON MASCHMIDT
SARA MARIE JONES
Jennifer J Monty
MICHAEL THOMAS PERINO
Brendan M Erka
ANDREA CORELLA SAINT-PERE
SCOTT ALAN SANDERS
JOHN ANTHONY NICOLOSI
CARLOS A AMARIS
CARL FRANK NICOLOSI
Monica Teixeira
MASON CHRISTOPHER SCOTT WEILER
STEVEN FORREST BELCHER
STEPHEN GLEN ZAHORIAN
Eric Lee Tibbs
Joshua R Janssen
DAWN MARIE SALERNO
CALEB AARON LOWMAN
JUDY VIOLA LOWMAN
BETHANY MARELLE SPURLOCK
GLEN RICHARD RAUCH
Kyle John Van Liere
JEFFREY ROBERT BERRY
JEROME D. KING
SUSANA ROMERO
BRIAN LEO SCHOENLE
MARLENE JO MCCRACKEN
KARON ELIZABETH RATHGEBER
MARC STEPHEN IRION
JANNA SIRMANS
JEFFREY BURTON FOURNACE
JENNIFER MARIE BROWN
ANDREA LEE NICOLOPOULOS

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