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Best financial advisors in Ochopee, FL

Registered advisers within 50 miles of Ochopee, FL.

Offices
417
Firms
179
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,767,774 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBIER CAPITAL, LLC
CETERA INVESTMENT ADVISERS LLC
CAPTRUST
LAGRANGIAN CAPITAL LLC
HIGHTOWER ADVISORS, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
CLEARSHARES LLC
CIC, LLC
LEBENTHAL GLOBAL ADVISORS, LLC

Investors

JAMES FREDERICK SHAW
JEFFREY SCOTT EVANS
Diego F Wanderley
Kevin O'Fee
KENNEDY SHERLES
Benjamin Alejandro Rivas Arenas
JOHN THOMAS DESANTIS
Clifford J Heroth
Amber P Fealy-Lopez
Brendan M. Leary
Donald D Clark
Brett R. Best
Alex Orillac
FABIAN GIL
Darrin M Sanger
Haley Jones
ANTHONY JOHN LEOPIZZI
Christopher Gerard Fahey
CORBYN LUCAS HIGHTOWER
Miguel Arnaldo Ricardo Quinones
ANDRI GONZALEZ
ANNA GIONET
WAYNE D BALLER
MARK ADAM CALLON
JOSEPH DANIEL DIPIERRO

Within 50 miles of Ochopee, FL, Best Investors lists 179 registered investment advisory firms with 417 offices nearby, managing about $17.7T in combined regulatory AUM across 2,767,774 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 Ochopee

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T 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