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Best financial advisors in Lockhart, FL

Registered advisers within 25 miles of Lockhart, FL.

Offices
759
Firms
297
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,390 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
PRIVATE ADVISOR GROUP, LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC
J. W. COLE ADVISORS, INC.
OSAIC WEALTH, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
FELLOWSHIP FINANCIAL GROUP
PARK AVENUE SECURITIES LLC
CARPENTER, CLAYDON ADVISORS, INC.
DORMAN FINANCIAL MANAGEMENT, P.A.
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
B. RILEY WEALTH ADVISORS, INC.
MONEY CONCEPTS CAPITAL CORP
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

JAMIE ANN HAYES
COLOMBO M BALDINI
REBECCA LYNN KAUFFMAN
STUART HENRY FARB
JAMES PATTON CLARK
David James Patton Clark
Ernest Lee Smith
MARTIN BARNWELL BEL
STEVEN DAVID KURLAND
Thomas A Dirscherl
STEPHANIE DAWN BRESKE
ROBERT WALTER BRESKE
Johven Mike Salang Barga
Juan Carlos Delgado
MICHAEL DEAN EASTHAM
LISA MARIE MICHAELSON
JASON BARRY GREENE
PHILLIP G HENRY
JAMES BROOKS DORMAN
CHELSEA ERIN ARB
JOHN ELIJAH BELL
NICOLE ANN KEATING
SEAN PAUL PRICE
John Elliott Carter
PHILLIP SCOTT HOLDER
FRANK STUART BLACKARD
WINDEL I TAYLOR

Within 25 miles of Lockhart, FL, Best Investors lists 297 registered investment advisory firms with 759 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,390 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 Lockhart

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 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM