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Best financial advisors in Lake Park, NC

Registered advisers within 25 miles of Lake Park, NC.

Offices
819
Firms
332
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,752,339 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

BLUEPRINT FINANCIAL ADVISORS
MIAI, INC.
ADVISORS ASSET MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STARK FINANCIAL ADVISERS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
VALMARK ADVISERS, INC.
CARDINAL COMPANIES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BROOKSTONE CAPITAL MANAGEMENT LLC
MBL ADVISORS
EAGLE WEALTH MANAGEMENT GROUP INC.
RPO WEALTH PARTNERS LLC
KINGSWOOD WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
CONCURRENT INVESTMENT ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS

Investors

PATRICK JAY GALVIN
Luis Miguel Dieguez
BRYAN CARSON WOODELL
Leah Grace Williams
ROBIN RENEE WOODELL
Thomas Michael DeMeritt
MARK B COLE
Kylee Arin O'Neil
DONALD OSBORN HOBART
HEATHER MICHELLE LEE
KAREN TUTTLE MCCANLESS
DANIEL LLOYD HANVEY
MEREDITH MCCANLESS TEDEN
Thomas C Moss
JAMES RICHARD SCHARFF
SEAN EDWARD KILMARTIN
Joelle Walker
John Hampton Hodge
RYAN FITZPATRICK PLATT
ANDREW TAYLOR SPAFFORD
DAVID VINCENT COVE
EDWIN BRUTON PEACOCK
LISA L. HANLINE
LOUIS RICHARD SATRYAN
EDWARD NEAL DEATON
Brian Joseph Gift
Thomas Mack
Jonathan Warner Dry
Miranda Faith Silinski
Michael Andrew Grimes
LUTHER AMOS LOCKWOOD
William Read Morton
TAYLOR CHRISTOPHER WADE
WILLIAM LUTHER PIERCE
RANDALL CARLISLE NEWTON
Jeffrey Martin
Lisa Ann Bowers
THOMAS EDWARDS GRIMM
DEREK Brian HERZER
STACI LYNN HOWELL
KEVIN DURRELLE HAGGARD
EDWIN THOMAS SHIELDS
MICHAEL J ORTIZ
RAND KENDRICK GORDON
DUNCAN CLIFF PORTER
JOHN ANDREW CAPETS

Within 25 miles of Lake Park, NC, Best Investors lists 332 registered investment advisory firms with 819 offices nearby, managing about $21.3T in combined regulatory AUM across 3,752,339 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 Lake Park

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 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM