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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

401K GENERATION
CETERA INVESTMENT ADVISERS LLC
FLORIDA FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SYNERGY INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
AMERITAS ADVISORY SERVICES, LLC
MOORS & CABOT, INC.
ALTERNATIVE INVESTMENT ADVISORS, LLC
STEWARDSHIP MATTERS
EDWARD JONES
PFS INVESTMENTS INC.
DELTA ADVISORY GROUP, INC.
DELTA CAPITAL MANAGEMENT, LLC

Investors

Eric Stauffer
KELLI DIANE ROJAS
GYASI MARSHALL
Marlene Jarrett Nitsch
EDWARD ROJAS
Dyllan Brent Mastrodicasa
VLADIMY PIERRE-LOUIS
Mark Midkiff
Nate Thomas Pelton
Diego Armando Rackauskas
Jocelyn Sullivan
Adam Babb
JENNIFER CAROL EMELY
MIGUEL ALEXANDER RIVEROS
LISETTE VIZCARRONDO PEREZ
ROBERT HUGH MAIOCCO
JOSE JOSE DELGADO
Daniel Ruiz
CONRADO SANTIAGO
JONATHAN DAVID BAETY
Thomas john Temeyer
Ashlee Willis
James Tanner McLean
JAMES BURTT MC LEAN
CHRISTOPHER WAYNE BORDNER
Guy Britton Davidson
DAVID JOHN SCHLITT
JIMMY DALE GREENE
JASON BLAIR TUCKER
THOMAS THEODORE GERARDI
Roberto Antonio Yudice
Christopher Michael Claude
Liam Riley
MICHAEL PAUL WICKS
SOLOMON SHEN
Levi Cardin Silvas
SHARI LEIGH FLOWERS
Julia Rose Adams
DAVID JAMES PECKHAM
PRESTON JASON BELLAIRE
LORETTA MICHELLE MILLER
HARRY B OVERTON
GUY HAMILTON BLAKEY
MICHAEL GARY ARGENBRIGHT
BRIAN ROBERT WISE
AARON STEVEN PAUL
KYLE WILLIAMS
THOMAS LEE HENRY
Michael Sadik Wardeh
Edick Antonio Lucas
ROBERT JEFFREY HEARD
JEFFREY ALAN GREEN
ANTHONY GASPARE PERRONE
NICHOLAS A PERRONE
EMMA LEE MUMPOWER
Ethan Thomas Heard
Seth Tyler Heard
ANTHONY JOSEPH DORVAL
John Essigman
EDWARD LONNIE DOVER
Lisa Marie Isaacs
PETER TILTON MEDGYESY
Darin Orth
JEFFREY MICHAEL SKRABAN
TRAVIS MARK KRUEGER
MARK ALAN KONTZ
THOMAS HOOD
Kathryn Grace Tietjen
Ryan Christopher Wilhelm
Lida Rose Phillips
DWIGHT LEE DYKSTRA
Eric Hultgren
SCOTT GOODWIN THOMAS
Dwayne Gayle
KEITH ALLAN SVENDBY
Mckinley Hunter Mitchell
KENNETH W MITCHELL
Anthony Alexander DeLuca
ALEXANDER PHILLIP PETSOS
CHARLES CLARENCE SMITH
DONALD CARL NESTOR
ROY FRANCISCO MIRANDA
CHRISTOPHER ELLIOTT TRUESDELL
Madeline Grace Baker
DUNCAN COMRIE DEWAHL

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