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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

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
ESTEE ADVISORS LLC
O'TOOLE STRATEGIC INVESTMENTS LLC
FINANCIAL TRANSPARENCY
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J. W. COLE ADVISORS, INC.
EQUITABLE ADVISORS, LLC
THE LIFE WEALTH GROUP
PRIVATE ADVISOR GROUP, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Jeananne Carol Niemann
Brittani Tilley
Linda J Bennett
SARAH LOUISE PAYNE
Marco Lopez
WINDEL I TAYLOR
Eric Orlando Rivera Bonilla
SANDEEP TYAGI
SEAN MICHAEL O'TOOLE
Caitlin Marie O'Toole
THOMAS ROBERT ROGERS
RONDA JEAN WILSON
Rodney Gordon Talbot
Deanna Marie Price
Craig Alan Dykstra
Parker P Brown
Robert Joseph ORoark
PRAVITA DIARAM RAMTAHAL
Victor Vega
JEFFREY MANNING SCHROEDER
William Todd Boatman
Matthew Price
CYNTHIA LYNN PRICE
Nelson Fernandez
BRADLEY JAMES BUSBIN
Luis Felipe Pinto
HILGARDT WILHELM LAMPRECHT
Alexander Triska
Austin Wallace
Hilton Lamprecht
Josiah Jazwa
Richard Paul Sampson
Joseph Anthony Continelli
Brandon Andrew Matadin
FRANCIS ST AMAND
George Harris Emerson
Douglas J Palmer
Todd A. Bryant
JAMES PATTON CLARK
David James Patton Clark
JOSEPH EDWARD JARRETT

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