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Best financial advisors in Mount Dora, FL

Registered advisers within 25 miles of Mount Dora, FL.

Offices
743
Firms
289
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,258,052 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FINIAT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
EVERSOURCE WEALTH ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

WENDELL DAVID MARSHALL
Nicole Marie Wortsman
Matthew Sterling Hackler
GREGORY CLINE COLLIER
JOHN TIMOTHY CUMMING
John Wesley Stewart
DALTON ROBERT GARRISON
John Gordon Smith
Alejandro Caceres
BRANDON G HILL
Joshua P Ainsley
KIMBERLY LYNN VARNADORE
STEVEN K BENNETT
Clint Robert Shea
MICHAEL RADNOTHY
RYAN JAMES BROWN
Renee Elizabeth Burke
Kyler David Reinhold
Diane Thomas
Richard Scott Levand
Liam C Barningham
MICHAEL JOHN D'ALESSANDRO
RICARDO ALVES DE OLIVEIRA
Stephany Arlene Slysofski

Within 25 miles of Mount Dora, FL, Best Investors lists 289 registered investment advisory firms with 743 offices nearby, managing about $15.3T in combined regulatory AUM across 3,258,052 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 Mount Dora

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