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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

AMERANT INVESTMENTS, INC.
ERNST & YOUNG INVESTMENT ADVISERS LLP
LPL FINANCIAL LLC
ROBERT W. BAIRD & CO. INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TAMPA BAY VENTURES, LLC
BALLAST POINT VENTURES

Investors

GLADYS MILAGROS LOPEZ
D'Yanira Custodio
GALEN BEARDEN
JEAN FLANAGAN PRINA
MARC VYTAUTAS MACYS
ROBERTA LYNN FREITAG
ROSE MARIE KRATZ
BUDDY BRISCO FARMER
AMANDA NOEL ALMORADO
Zaydell Yazmin Caceres
Edward Easterling
Frank Norfleet Abston
LARRY DUGGINS KING
MARY ROSE ZAVAGLIA
BRENT ROBERT OLSSON
Deborah M Barnes
Alyssa Z Cedela
Michelle Milla Ferlita
Kevin D Karpay
Austin L Schonbrun
MIGUEL ROSAS AUDE
RUDOLF ALEXANDER FERNANDEZ
ANDREW MICHAEL HIRSCH
MICHAEL B BARNETT
CHARLES CHRISTOPHER DHANRAJ
OLOF TOBIAS HENRIKSSON
ROBERT S. ALLEN
JEFFERY B KIMBALL
John Robert Fieldsteel
ALEXIS LEE QUINN
JOSEPH ADRIAN MALEC
SEAN FRANCIS WEBER
TODD STEVEN AUSTIN
MATT A SHORE
BRIAN RAMON GARCIA
RUTH DELIS JORDAN
Katharine Curtis
ROBIN LYNN MASON
VANESSA REN'A GARL
BENJAMIN WT ONETT
Adam John Hall
Callie M Mitchell
Sam R Mangini
Michael Andrew Gordon
JAMES ANDREW FERNANDEZ
STEVEN DAVID KATZMAN
RHONDA RENE MCGUIRE
CARLA MARIE WEIDMAN
JOHN CROSBY FEW
DAVID FARRELL BRAND
ALVIN SCOTT OWENS
DANA MARIE THOR
BRYCE R KENNY
Erin M Brazzoni
TOMAS D GEDMINAS
DAWN M FAWCETT
MICHAEL ALEXANDER CRIMMINS
FRANK RAYMOND SIERRA
DOUGLAS WILLIAM DORAN
LESLIE A THORNTON
BRENT STEPHEN BASSLER
ANA LIGIA DOMINGUEZ
LESLIE RUIZ RUIZ
MARCOS EDWARD EDMISTON
JOHN SCHUBERT WEBERMEIER
BRETT RICHARD BENSON
CASEY PATRICK O'CONNOR
THEODORE JEREMY LOEW
CAMERON RICHARD O'NEILL
THOMAS STANLEY GASHONIA
ERIC JAMES PARKER
KELSEY NICOLE ZYNDORF
MICHAEL A JOHNSON
RYAN GAUM
Brandon A Bowen
Nicholas Robert Andress
Julius Attila Tamasy
EMILY A NAJJAR
Samantha Lynne Menard
Justin E Kaisrlik
Caroline C Carpenter
Claire Elise Cajthaml
Hunter L Owens
Matthew G Ward
Lexi G Siracusa
ROSA C GONZALEZ
ADAM HARDING PALMER
JENNIFER ANN CRIMMINS
SHANNON HEATH GLOR
NICOLE LEIGH LEBARON
TIMOTHY PEDER HAUGAARD
MARC JASON WALTERS
JAMES JOHN MORONEY
BART A RICCARDI
Jake Antonio Rodriques
Edward W Lynch
Richard G Bertrand
Devon A Wagner
Tiffany M Massay
CHERYL ANN CICCARELLO
SUSAN SZYMCZYK CRAIG
JAMES PAUL VALENTI
Sean Ward Farrell
DAVID ANTHONY WHEELER
DANA MICHELE HOOTEN
Nicholas J Lama
Mary M Ebert
Alonso Garza Zorrilla
MICHAEL LUIS FLORES
Jonathan David Ebberhart
Lauren Ivellisse Dumas
Isabella J. Floreani
Christian Toomey
Graham P. Geis
William Linville
Carrie B. Galloway
Grayson B. Davis
Hannah Y. Mirza
Alain Carrazana
Mark Sopcik
Ava Marie Camposano
Paige Alexandra Theobald
Katelyn Tinsley
James D. Gothers
Keith Fleming
Jeffrey Bridge
Christopher J. Brandriff
Kevin Dempsey
Joey Jarvis
Morgan Smith Conry
Heman Colby Ward
JOHN DAVID WALKER HILL
ANDREW WHITACRE SMITH
Matthew Stephen Livak
Jonathan Hirsch Saunders
Josh David Kollman
Alexander Jeffrey Johnson
Arturo Alejandro Leis-Pretto
Jacob D Rios
RYAN ALEXANDER VALDEZ
Taylor Muller
Jackson T. Funke
Matthew Brooks Werd
John Ryan Arends
Christian Cranford
MARK ALLEN MALONE
CHRISTOPHER MARK PRITCHARD
Tracy L Maeter
PATRICK ANTHONY BONANNO
David DeVinney
Kevin N. Singh
Benjamin Dustin Adams
Briana McDougall
John Burns
Jackson David Berman
Jennifer Bryer
Bryan Rooney
Joy Njeru
KATHRYN ALETHE HALL
Christine C. Phillips
MARGARET ELLEN BETTEN
Giovany Giron
Pradeep Devaki Ravi
Cynthia Hope Kurth
Hazel L. McQueen
Thomas Carter Neil
Matthew Gerald Murphy
Jolie Dresner
Thomas R. Keegan
Kate Smith
JEFFREY AUGUST HAUSINGER
Bryce Holloway Alley
JASON PETER DIMEO
MATTHEW WILLIAM COFFEY
Richard Travis Detweiler
Kelly Marie Shelton
JONATHAN ESPINAL CABRERA
Araceli Trejo-Rojo
WILLIAM JOSEPH SMITH
STEPHANIE MICHELLE STANFIELD
RAYMOND ISAAC HAND
DAVID RYAN DEWEESE
DONALD ROBERT MANDEVILLE
ROBERT BRADLEY FINCHER
JEFFREY ROBERT BUYAK
ADRIANA N SORMANI
RYAN GAGE NUGENT
Zachary Ryan Vandergrift
WILLIAM OVERTON DAY
DAMIEN FRANCIS BERTUCELLI
Gabriel Mbulo
JENNIFER PIDALA RODRIGUEZ
Reagan Nicole Fricke
Camille Diona York Adrien
RAFAEL AUGUSTO URENA
SALVATORE Anthony D'ALESSANDRO
SUSAN KNOPP HITE
JAMES WHITFIELD WARREN
ROBERT JOSEPH WETZORK
CRAIG POLLAK FEDERER
CORY FOSTER KLEINMAN
Brooke Meredith Harris
GARY WAYNE KLEINMAN
LEWIS MARK CARRON
Patricia A Green
Dylan Michael Snyder
PHILIP AUSTIN JORDAN
Dylan Matthias
ZACHARY CHRISTIAAN NEWARD
MICHAEL BLAKE RODRIGUEZ
Michael Dylan Falcon
DeAndre Lewis
Josue Roche Falcon
Stephen Charles Echevarria
DAVID RAYMOND PARKER
MICHAEL PETER WALLACE
TODD JOSEPH BELFIORE
WILLIAM HUBERT FITZGERALD
Dane Parker
MARGARET PACHECO
ANTHONY SCAGLIONE
MARK SCAGLIONE
JEFFREY JOHN KARTHEISER

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