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Best financial advisors in Lithia, FL

Registered advisers within 25 miles of Lithia, FL.

Offices
375
Firms
159
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,099,385 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
BARLAS O'REILLY WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
J. W. COLE ADVISORS, INC.

Investors

Agata J Springstead
Jacob Bryan Gray
Marvin Daniel Sammons
ADAM B BANKS
Keith D Mcateer
ANTHONY LEONARD GERACI
Melissa Lee Haskins
Madison Nicholas
MARA LYNN SHAUGHNESSY
William Elijah Heath
Alexander Vittorio Russello
ALBERT JAMES CAMPS
William Hunter Pflueger
JOHN WADE ELLIOTT
DUSTIN ROBERT ORR
Thomas Matthew Mitchell
MICHAEL WAYNE LEHMAN
DANIEL CLIFFORD SPALDING
MICHAEL GARY MINTER
Dana Navarro
MARK JAMES ROSSMILLER
Christopher Darley
Shweta Bhan
JOSEPH RICE SPOONER
TYLER YIM
LOIS N YIM
Guillermo Cornejo
Natalie Matos
Whittney D Harvey
CHRISTIAN GERARD BEITER

Within 25 miles of Lithia, FL, Best Investors lists 159 registered investment advisory firms with 375 offices nearby, managing about $15.1T in combined regulatory AUM across 3,099,385 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 Lithia

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM