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Best financial advisors in Orange Lake, FL

Registered advisers within 25 miles of Orange Lake, FL.

Offices
130
Firms
64
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,635,192 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUESDELL WEALTH, INC.
OCALA CAPITAL, LLC
COGENT PRIVATE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
SB ADVISORY, LLC
CANOPY 360 WEALTH, LLC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Investors

Thomas Michael Spinelli
Brandon White
Luis Alejandro Vera
Christopher Robert Cahill
David Robert Nettles
Brody A Pierce
PAUL GRANT TRUESDELL
MICHAEL CORBETT MILNE
JOHN MICHAEL MOODY
DAVID JEFFREY DICKS
Daniel Quartararo
JERMAINE LEVON WILLIAMS
Kerry Haines
JORGE LUIS VAZQUEZ
JONATHAN EDWARD GRABE
RUSSELL CLAY LINDSAY
TATYANA E. KOZLOVSKA
JAMIE GUMP LOSITO
HUNTER DITTY
LANCE MONTGOMERY POWERS
JOHN DAVID CERVELLERA
Gabriel UMANA
PHILIP JORDAN OLSTEIN
Ruzaan Ogra
Casey Lane DeLuca
Jerry Lawrence Furlong
THOMAS RICHARD FLECK
DALE ANTHONY CAMILLO
ANDREW DAVID CAMPBELL
WARREN JUDSON SCROGGIE
JOHN MICHAEL MEFFERT
Ross Edwin Davis
JUSTIN TRAVIS HARDY
MATHEW AARON FEEHAN

Within 25 miles of Orange Lake, FL, Best Investors lists 64 registered investment advisory firms with 130 offices nearby, managing about $12.1T in combined regulatory AUM across 2,635,192 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 Orange Lake

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